Category: Excel

How to Import Sources Data from Greenhouse into Excel

Importing Sources data from Greenhouse into Excel helps recruitment teams track where candidates come from, analyze channel effectiveness, and optimize sourcing strategies. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Sources 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 Sources object to import.

  • Step 3:

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

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

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:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Greenhouse Sources Data

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

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Sources” from the list of available objects.
  4. Select the fields you want to import (e.g., name, type, source group, candidate count).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Sources data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

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

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Greenhouse Objects

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

How to Import Solution Folders Data from Freshdesk into Excel

Getting your Freshdesk Solution Folders data into Excel helps you analyze your knowledge base organization 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 Solution Folders 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 Solution Folders 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 Solution Folders Data

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

Step 1: Install Coefficient and Connect Freshdesk

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

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Solution Folders Data

With Coefficient connected, you can now pull your Solution Folders data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Freshdesk from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Solution Folders”” 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 category, visibility, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Solution Folders data will load directly into your Excel sheet.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

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

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

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

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Freshdesk Objects

  • Ticket Fields
  • Contacts
  • Companies
  • Agents
  • Groups
  • Roles
  • Time Entries
  • Conversations
  • Forum Categories
  • Forums
  • Topics
  • Posts
+4 more

How to Import Scorecards Data from Greenhouse into Excel

Importing Scorecards data from Greenhouse into Excel helps recruitment teams analyze interview feedback, track evaluation metrics, and improve candidate assessment processes. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Scorecards 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 Scorecards object to import.

  • Step 3:

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

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

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:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Greenhouse Scorecards Data

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

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Scorecards” from the list of available objects.
  4. Select the fields you want to import (e.g., interviewer, candidate, job, ratings, feedback, submitted date).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Scorecards data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

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

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Greenhouse Objects

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

How to Import Solution Categories Data from Freshdesk into Excel

Getting your Freshdesk Solution Categories data into Excel helps you analyze your knowledge base 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 Solution Categories 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 Solution Categories 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 Solution Categories Data

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

Step 1: Install Coefficient and Connect Freshdesk

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

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Solution Categories Data

With Coefficient connected, you can now pull your Solution Categories data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Freshdesk from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Solution Categories”” 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:
  6. Click “”Import””.

Your Freshdesk Solution Categories data will load directly into your Excel sheet.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

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

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

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

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Freshdesk Objects

  • Ticket Fields
  • Contacts
  • Companies
  • Agents
  • Groups
  • Roles
  • Time Entries
  • Conversations
  • Forum Categories
  • Forums
  • Topics
  • Posts
+4 more

How to Import Solution Articles Data from Freshdesk into Excel

Getting your Freshdesk Solution Articles data into Excel helps you analyze knowledge base content 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 Solution Articles 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 Solution Articles 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 Solution Articles Data

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

Step 1: Install Coefficient and Connect Freshdesk

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

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Solution Articles Data

With Coefficient connected, you can now pull your Solution Articles data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Freshdesk from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Solution Articles”” 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 folder, category, status, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Solution Articles data will load directly into your Excel sheet.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

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

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

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

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Freshdesk Objects

  • Ticket Fields
  • Contacts
  • Companies
  • Agents
  • Groups
  • Roles
  • Time Entries
  • Conversations
  • Forum Categories
  • Forums
  • Topics
  • Posts
+4 more

How to Import Saved Views Data from Zendesk into Excel

Importing Saved Views data from Zendesk into Excel helps support teams analyze ticket workflows, track performance metrics, and optimize customer service operations. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Zendesk Saved Views 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 Zendesk account and select the Saved Views object to import.

  • Step 3:

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

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 1: Install Coefficient and Connect to Zendesk

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

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Zendesk Saved Views Data

Now that you’re connected, you can import your Zendesk Saved Views data:

  1. Select “Zendesk” from the list of available connectors.
  2. Enter your Zendesk subdomain and log in when prompted.
  3. Choose “Saved Views” from the list of available objects.
  4. Select the fields you want to import (e.g., title, restrictions, conditions, execution).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Saved Views data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Zendesk Saved Views data fresh, set up an automatic refresh schedule:

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Zendesk Objects

  • Tickets
  • Organizations
  • Users

How to Import Roles Data from Freshdesk into Excel

Getting your Freshdesk Roles data into Excel helps you analyze permission structures 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 Roles 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 Roles 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 Roles Data

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

Step 1: Install Coefficient and Connect Freshdesk

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

  1. Open Excel.
  2. Go to the Insert tab.
  3. Click “”Get Add-ins””.
  4. 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Roles Data

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

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Freshdesk from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Roles”” 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:
  6. Click “”Import””.

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

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Set Up Auto-Refresh (Optional)

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

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

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

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Freshdesk Objects

  • Ticket Fields
  • Contacts
  • Companies
  • Agents
  • Groups
  • Roles
  • Time Entries
  • Conversations
  • Forum Categories
  • Forums
  • Topics
  • Posts
+4 more

How to Import Responses Data from Typeform into Excel

Importing Responses data from Typeform into Excel helps marketing teams analyze survey results, track customer feedback, and create customized reports. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Typeform Responses 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 Responses object to import.

  • Step 3:

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

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

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:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Typeform Responses Data

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

  1. Select “Typeform” from the list of available connectors.
  2. Log in to your Typeform account when prompted.
  3. Choose “Responses” from the list of available objects.
  4. Select the specific form whose responses you want to import.
  5. Choose which questions and metadata to include (e.g., submission date, user agent, IP).
  6. Apply any filters if needed, such as date ranges or specific answers.
  7. Click “Import” to bring your Responses data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

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

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Typeform Objects

  • Responses
  • Themes
  • Images
  • Webhooks
  • Workspaces
  • Users

How to Import Revisions Data from WordPress into Excel

Importing Revisions data from WordPress into Excel helps editorial teams track content changes, analyze editing patterns, and maintain content quality control. Coefficient makes this process seamless and automatic.

This guide will show you how to import your WordPress Revisions 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 Revisions object to import.

  • Step 3:

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

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

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:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import WordPress Revisions Data

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

  1. Select “WordPress” from the list of available connectors.
  2. Enter your WordPress site URL and log in when prompted.
  3. Choose “Revisions” from the list of available objects.
  4. Select the fields you want to import (e.g., post ID, author, date, content changes).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Revisions data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

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

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available WordPress Objects

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

How to Import Rejection Reasons Data from Greenhouse into Excel

Importing Rejection Reasons data from Greenhouse into Excel helps recruitment teams analyze candidate feedback, identify hiring bottlenecks, and improve recruitment processes. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Rejection Reasons 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 Rejection Reasons object to import.

  • Step 3:

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

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

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:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Greenhouse Rejection Reasons Data

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

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Rejection Reasons” from the list of available objects.
  4. Select the fields you want to import (e.g., name, type, active status, usage count).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Rejection Reasons data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

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

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Greenhouse Objects

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