Name: Coefficient
Brand: Coefficient
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How to Import Users Data from Rippling into Excel

Importing Users data from Rippling into Excel helps IT and security teams track system access, manage user permissions, and ensure proper governance. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Rippling Users data into Excel using Coefficient.

TLDR

Step 1:

Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
Step 2:

Step 2. Connect your Rippling account and select the Users object to import.
Step 3:

Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step 1: Install Coefficient in Excel and Connect Your Rippling Account

Begin by installing the Coefficient add-in in your Excel workbook:

Open Excel and navigate to the Insert tab in the ribbon.
Click on “Get Add-ins” to open the Office Add-ins store.
Search for “Coefficient” and click “Add” to install it.
Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon.
Click on “Import from…” to see available data sources.

Step 2: Import Users Data from Rippling

Now it’s time to connect to Rippling and import your Users data:

In the Coefficient sidebar, navigate to the “Other” category.
Find and select “Rippling” from the list of connectors.
Log in to your Rippling account when prompted.
Select “Users” from the list of available objects.
Configure any filters or select specific fields you want to import.
Click “Import” to bring your Users data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Users data stays up-to-date automatically:

Hover over your imported data range in Excel.
Click on the “Data Settings” icon that appears.
Select “Schedule Refresh” from the menu.
Choose your preferred refresh frequency (hourly, daily, or weekly).
Set the specific timing for the refresh to occur.
Click “Save” to confirm your auto-refresh settings.

Available Rippling Objects

Workers
Users
Groups
Departments
Teams
Levels
Work Locations
Company Activity
Company Leave Types
Leave Balances
Leave Requests

How to Import User Data from Jotform into Excel

Getting your Jotform User data into Excel helps you manage user information and collaborate effectively. Coefficient makes this process seamless and automatic.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn exactly how to import your Jotform User data into Excel efficiently.

TLDR

Step 1:

Step 1. Install Coefficient from the Office Add-ins store and connect to your Jotform account.
Step 2:

Step 2. Select Import from… and choose the User object.
Step 3:

Step 3. Configure any filters or columns you need and import the data to your Excel sheet.
Step 4:

Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Step-by-Step Guide to Importing Jotform User Data

Here’s how to connect Jotform to Excel and pull in your User data.

Step 1: Install Coefficient and Connect Jotform

First, you need to add Coefficient to your Excel application.

Open Excel.
Go to the Insert tab.
Click “”Get Add-ins””.
Search for “”Coefficient”” and install it from the Office Add-ins store.

Once installed, open the Coefficient add-in from the Insert tab or the Home tab (depending on your Excel version). You’ll be prompted to connect to your data sources. Select Jotform and follow the prompts to authorize Coefficient to access your Jotform account.

Step 2: Import User Data

With Coefficient connected, you can now pull your User data.

In the Coefficient sidebar, click “”Import from…””.
Select Jotform from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”User”” from the list of available objects.
- Choose the specific columns (fields) you want to import.
- Apply filters to narrow down the data if needed.
- Sort the data if needed.
Configure your import:
Click “”Import””.

Your Jotform User data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your User data in Excel always current, set up an auto-refresh schedule.

In the Coefficient sidebar, find your newly created Jotform import.
Click the “”Refresh”” button options (the clock icon).
Select “”Set up auto-refresh””.
Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Click “”Save””.

Coefficient will now automatically update your User data in the background according to your schedule.

Available Jotform Objects

Forms
Questions
Submissions
Files
Reports
Folders

How to Import Topics Data from Freshdesk into Excel

Getting your Freshdesk Topics data into Excel helps you analyze community discussions and collaborate effectively. Coefficient makes this process seamless and automatic.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn exactly how to import your Freshdesk Topics data into Excel efficiently.

TLDR

Step 1:

Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.
Step 2:

Step 2. Select Import from… and choose the Topics object.
Step 3:

Step 3. Configure any filters or columns you need and import the data to your Excel sheet.
Step 4:

Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Step-by-Step Guide to Importing Freshdesk Topics Data

Here’s how to connect Freshdesk to Excel and pull in your Topics data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your Excel application.

Open Excel.
Go to the Insert tab.
Click “”Get Add-ins””.
Search for “”Coefficient”” and install it from the Office Add-ins store.

Once installed, open the Coefficient add-in from the Insert tab or the Home tab (depending on your Excel version). You’ll be prompted to connect to your data sources. Select Freshdesk and follow the prompts to authorize Coefficient to access your Freshdesk account.

Step 2: Import Topics Data

With Coefficient connected, you can now pull your Topics data.

In the Coefficient sidebar, click “”Import from…””.
Select Freshdesk from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Topics”” from the list of available objects.
- Choose the specific columns (fields) you want to import.
- Apply filters to narrow down the data (e.g., by forum, status, etc.).
- Sort the data if needed.
Configure your import:
Click “”Import””.

Your Freshdesk Topics data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Topics data in Excel always current, set up an auto-refresh schedule.

In the Coefficient sidebar, find your newly created Freshdesk import.
Click the “”Refresh”” button options (the clock icon).
Select “”Set up auto-refresh””.
Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Click “”Save””.

Coefficient will now automatically update your Topics data in the background according to your schedule.

Available Freshdesk Objects

Ticket Fields
Contacts
Companies
Agents
Groups
Roles
Time Entries
Conversations
Forum Categories
Forums
Topics
Posts

+4 more

How to Import Tickets Data from Freshdesk into Excel

Getting your Freshdesk Tickets data into Excel helps you analyze support performance and collaborate effectively. Coefficient makes this process seamless and automatic.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn exactly how to import your Freshdesk Tickets data into Excel efficiently.

TLDR

Step 1:

Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.
Step 2:

Step 2. Select Import from… and choose the Tickets object.
Step 3:

Step 3. Configure any filters or columns you need and import the data to your Excel sheet.
Step 4:

Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Step-by-Step Guide to Importing Freshdesk Tickets Data

Here’s how to connect Freshdesk to Excel and pull in your Tickets data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your Excel application.

Open Excel.
Go to the Insert tab.
Click “”Get Add-ins””.
Search for “”Coefficient”” and install it from the Office Add-ins store.

Step 2: Import Tickets Data

With Coefficient connected, you can now pull your Tickets data.

In the Coefficient sidebar, click “”Import from…””.
Select Freshdesk from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Tickets”” from the list of available objects.
- Choose the specific columns (fields) you want to import.
- Apply filters to narrow down the data (e.g., by status, agent, date, etc.).
- Sort the data if needed.
Configure your import:
Click “”Import””.

Your Freshdesk Tickets data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Tickets data in Excel always current, set up an auto-refresh schedule.

In the Coefficient sidebar, find your newly created Freshdesk import.
Click the “”Refresh”” button options (the clock icon).
Select “”Set up auto-refresh””.
Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Click “”Save””.

Coefficient will now automatically update your Tickets data in the background according to your schedule.

Available Freshdesk Objects

Ticket Fields
Contacts
Companies
Agents
Groups
Roles
Time Entries
Conversations
Forum Categories
Forums
Topics
Posts

+4 more

How to Import Time Entries Data from Freshdesk into Excel

Getting your Freshdesk Time Entries data into Excel helps you analyze time spent on tickets and collaborate effectively. Coefficient makes this process seamless and automatic.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn exactly how to import your Freshdesk Time Entries data into Excel efficiently.

TLDR

Step 1:

Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.
Step 2:

Step 2. Select Import from… and choose the Time Entries object.
Step 3:

Step 3. Configure any filters or columns you need and import the data to your Excel sheet.
Step 4:

Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Step-by-Step Guide to Importing Freshdesk Time Entries Data

Here’s how to connect Freshdesk to Excel and pull in your Time Entries data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your Excel application.

Open Excel.
Go to the Insert tab.
Click “”Get Add-ins””.
Search for “”Coefficient”” and install it from the Office Add-ins store.

Step 2: Import Time Entries Data

With Coefficient connected, you can now pull your Time Entries data.

In the Coefficient sidebar, click “”Import from…””.
Select Freshdesk from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Time Entries”” from the list of available objects.
- Choose the specific columns (fields) you want to import.
- Apply filters to narrow down the data (e.g., by agent, ticket, date range, etc.).
- Sort the data if needed.
Configure your import:
Click “”Import””.

Your Freshdesk Time Entries data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Time Entries data in Excel always current, set up an auto-refresh schedule.

In the Coefficient sidebar, find your newly created Freshdesk import.
Click the “”Refresh”” button options (the clock icon).
Select “”Set up auto-refresh””.
Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Click “”Save””.

Coefficient will now automatically update your Time Entries data in the background according to your schedule.

Available Freshdesk Objects

Ticket Fields
Contacts
Companies
Agents
Groups
Roles
Time Entries
Conversations
Forum Categories
Forums
Topics
Posts

+4 more

How to Import Ticket Fields Data from Freshdesk into Excel

Getting your Freshdesk Ticket Fields data into Excel helps you analyze form structure and collaborate effectively. Coefficient makes this process seamless and automatic.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn exactly how to import your Freshdesk Ticket Fields data into Excel efficiently.

TLDR

Step 1:

Step 1. Install Coefficient from the Office Add-ins store and connect to your Freshdesk account.
Step 2:

Step 2. Select Import from… and choose the Ticket Fields object.
Step 3:

Step 3. Configure any filters or columns you need and import the data to your Excel sheet.
Step 4:

Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Step-by-Step Guide to Importing Freshdesk Ticket Fields Data

Here’s how to connect Freshdesk to Excel and pull in your Ticket Fields data.

Step 1: Install Coefficient and Connect Freshdesk

First, you need to add Coefficient to your Excel application.

Open Excel.
Go to the Insert tab.
Click “”Get Add-ins””.
Search for “”Coefficient”” and install it from the Office Add-ins store.

Step 2: Import Ticket Fields Data

With Coefficient connected, you can now pull your Ticket Fields data.

In the Coefficient sidebar, click “”Import from…””.
Select Freshdesk from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Ticket Fields”” from the list of available objects.
- Choose the specific columns (fields) you want to import.
- Apply filters to narrow down the data if needed.
- Sort the data if needed.
Configure your import:
Click “”Import””.

Your Freshdesk Ticket Fields data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Ticket Fields data in Excel always current, set up an auto-refresh schedule.

In the Coefficient sidebar, find your newly created Freshdesk import.
Click the “”Refresh”” button options (the clock icon).
Select “”Set up auto-refresh””.
Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Click “”Save””.

Coefficient will now automatically update your Ticket Fields data in the background according to your schedule.

Available Freshdesk Objects

Ticket Fields
Contacts
Companies
Agents
Groups
Roles
Time Entries
Conversations
Forum Categories
Forums
Topics
Posts

+4 more

How to Import Taxonomies Data from WordPress into Excel

Importing Taxonomies data from WordPress into Excel helps content teams manage custom classification systems, analyze content organization, and optimize site structure. Coefficient makes this process seamless and automatic.

This guide will show you how to import your WordPress Taxonomies data into Excel using Coefficient.

TLDR

Step 1:

Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
Step 2:

Step 2. Connect your WordPress account and select the Taxonomies object to import.
Step 3:

Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step 1: Install Coefficient and Connect to WordPress

First, you’ll need to install the Coefficient add-in for Excel and connect to your WordPress account:

Open Excel and navigate to the Insert tab.
Click on Get Add-ins and search for “Coefficient”.
Install the Coefficient add-in from the Office Add-ins store.
Once installed, open the Coefficient sidebar and click “Import from…”.
In the connector selection screen, scroll to the “Other” category.

Step 2: Import WordPress Taxonomies Data

Now that you’re connected, you can import your WordPress Taxonomies data:

Select “WordPress” from the list of available connectors.
Enter your WordPress site URL and log in when prompted.
Choose “Taxonomies” from the list of available objects.
Select the fields you want to import (e.g., name, label, description, hierarchical, public).
Apply any filters if needed to narrow down the data.
Click “Import” to bring your Taxonomies data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Taxonomies data fresh, set up an automatic refresh schedule:

Click on the refresh icon next to your imported data.
Select “Schedule refresh” from the dropdown menu.
Choose your preferred refresh frequency (hourly, daily, or weekly).
Set the specific time for the refresh to occur.
Click “Save” to activate the auto-refresh schedule.

Available WordPress Objects

Pages
Media
Comments
Categories
Tags
Taxonomies
Users
Post Types
Post Statuses
Revisions

How to Import Themes Data from Typeform into Excel

Importing Themes data from Typeform into Excel helps design teams track visual assets, maintain brand consistency, and manage form appearance across multiple surveys. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Typeform Themes data into Excel using Coefficient.

TLDR

Step 1:

Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
Step 2:

Step 2. Connect your Typeform account and select the Themes object to import.
Step 3:

Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step 1: Install Coefficient and Connect to Typeform

First, you’ll need to install the Coefficient add-in for Excel and connect to your Typeform account:

Open Excel and navigate to the Insert tab.
Click on Get Add-ins and search for “Coefficient”.
Install the Coefficient add-in from the Office Add-ins store.
Once installed, open the Coefficient sidebar and click “Import from…”.
In the connector selection screen, scroll to the “Other” category.

Step 2: Import Typeform Themes Data

Now that you’re connected, you can import your Typeform Themes data:

Select “Typeform” from the list of available connectors.
Log in to your Typeform account when prompted.
Choose “Themes” from the list of available objects.
Select the fields you want to import (e.g., name, created date, colors, fonts, background).
Apply any filters if needed to narrow down the data.
Click “Import” to bring your Themes data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Typeform Themes data fresh, set up an automatic refresh schedule:

Click on the refresh icon next to your imported data.
Select “Schedule refresh” from the dropdown menu.
Choose your preferred refresh frequency (hourly, daily, or weekly).
Set the specific time for the refresh to occur.
Click “Save” to activate the auto-refresh schedule.

Available Typeform Objects

Responses
Themes
Images
Webhooks
Workspaces
Users

How to Import Stages Data from Greenhouse into Excel

Importing Stages data from Greenhouse into Excel helps recruitment teams track hiring workflows, analyze bottlenecks, and optimize candidate progression. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Stages data into Excel using Coefficient.

TLDR

Step 1:

Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
Step 2:

Step 2. Connect your Greenhouse account and select the Stages object to import.
Step 3:

Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step 1: Install Coefficient and Connect to Greenhouse

First, you’ll need to install the Coefficient add-in for Excel and connect to your Greenhouse account:

Open Excel and navigate to the Insert tab.
Click on Get Add-ins and search for “Coefficient”.
Install the Coefficient add-in from the Office Add-ins store.
Once installed, open the Coefficient sidebar and click “Import from…”.
In the connector selection screen, scroll to the “Other” category.

Step 2: Import Greenhouse Stages Data

Now that you’re connected, you can import your Greenhouse Stages data:

Select “Greenhouse” from the list of available connectors.
Enter your Greenhouse API credentials when prompted.
Choose “Stages” from the list of available objects.
Select the fields you want to import (e.g., name, job, order, active status).
Apply any filters if needed to narrow down the data.
Click “Import” to bring your Stages data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Stages data fresh, set up an automatic refresh schedule:

Click on the refresh icon next to your imported data.
Select “Schedule refresh” from the dropdown menu.
Choose your preferred refresh frequency (hourly, daily, or weekly).
Set the specific time for the refresh to occur.
Click “Save” to activate the auto-refresh schedule.

Available Greenhouse Objects

Candidates
Departments
Jobs
Offers
Offices
Prospects
Rejection Reasons
Scorecards
Sources
Stages
Users
Interview Plans

How to Import Submissions Data from Jotform into Excel

Getting your Jotform Submissions data into Excel helps you analyze responses and collaborate effectively. Coefficient makes this process seamless and automatic.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn exactly how to import your Jotform Submissions data into Excel efficiently.

TLDR

Step 1:

Step 1. Install Coefficient from the Office Add-ins store and connect to your Jotform account.
Step 2:

Step 2. Select Import from… and choose the Submissions object.
Step 3:

Step 3. Configure any filters or columns you need and import the data to your Excel sheet.
Step 4:

Step 4. Set up auto-refresh to keep your data updated automatically on your preferred schedule.

Step-by-Step Guide to Importing Jotform Submissions Data

Here’s how to connect Jotform to Excel and pull in your Submissions data.

Step 1: Install Coefficient and Connect Jotform

First, you need to add Coefficient to your Excel application.

Open Excel.
Go to the Insert tab.
Click “”Get Add-ins””.
Search for “”Coefficient”” and install it from the Office Add-ins store.

Step 2: Import Submissions Data

With Coefficient connected, you can now pull your Submissions data.

In the Coefficient sidebar, click “”Import from…””.
Select Jotform from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Submissions”” from the list of available objects.
- Choose the specific columns (fields) you want to import.
- Apply filters to narrow down the data (e.g., by form, date, etc.).
- Sort the data if needed.
Configure your import:
Click “”Import””.

Your Jotform Submissions data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Submissions data in Excel always current, set up an auto-refresh schedule.

In the Coefficient sidebar, find your newly created Jotform import.
Click the “”Refresh”” button options (the clock icon).
Select “”Set up auto-refresh””.
Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Click “”Save””.

Coefficient will now automatically update your Submissions data in the background according to your schedule.

Available Jotform Objects

Forms
Questions
Submissions
Files
Reports
Folders