Category: Excel

How to Import Reports Data from Jotform into Excel

Getting your Jotform Reports data into Excel helps you manage report 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Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.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 Reports 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 Reports 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 Reports Data

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

Step 1: Install Coefficient and Connect Jotform

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 Jotform and follow the prompts to authorize Coefficient to access your Jotform account.

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

Step 2: Import Reports Data

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

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Jotform from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Reports”” 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 Jotform Reports 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 Reports data in Excel always current, set up an auto-refresh schedule.

  1. In the Coefficient sidebar, find your newly created Jotform 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 Reports data in the background according to your schedule.

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

Available Jotform Objects

  • Forms
  • Questions
  • Submissions
  • Files
  • Reports
  • Folders

How to Import Questions Data from Jotform into Excel

Getting your Jotform Questions 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 Jotform Questions 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 Questions 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 Questions Data

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

Step 1: Install Coefficient and Connect Jotform

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 Jotform and follow the prompts to authorize Coefficient to access your Jotform account.

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

Step 2: Import Questions Data

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

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Jotform from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Questions”” 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 Jotform Questions 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 Questions data in Excel always current, set up an auto-refresh schedule.

  1. In the Coefficient sidebar, find your newly created Jotform 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 Questions data in the background according to your schedule.

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

Available Jotform Objects

  • Forms
  • Questions
  • Submissions
  • Files
  • Reports
  • Folders

How to Import Products Data from Webflow into Excel

Importing Products data from Webflow into Excel helps e-commerce teams track inventory, analyze pricing, and create sales reports. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Webflow Products 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 Webflow account and select the Products 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 Webflow

First, you’ll need to install the Coefficient add-in for Excel and connect to your Webflow 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 Webflow Products Data

Now that you’re connected, you can import your Webflow Products data:

  1. Select “Webflow” from the list of available connectors.
  2. Log in to your Webflow account when prompted.
  3. Choose “Products” from the list of available objects.
  4. Select the fields you want to import (e.g., name, SKU, price, inventory, category).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Products data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Webflow Products 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 Webflow Objects

  • Collections
  • Collection Items
  • Assets
  • Products
  • Users
  • Orders

How to Import Prospects Data from Greenhouse into Excel

Importing Prospects data from Greenhouse into Excel helps recruitment teams track potential talent, analyze sourcing effectiveness, and optimize early-stage recruitment. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Prospects 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 Prospects 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 Prospects Data

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Prospects 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 Posts Data from WordPress into Excel

Importing Posts data from WordPress into Excel helps content teams track performance, manage publishing schedules, and analyze blog metrics. Coefficient makes this process seamless and automatic.

This guide will show you how to import your WordPress Posts 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 Posts 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 Posts Data

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Posts 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 Posts Data from Freshdesk into Excel

Getting your Freshdesk Posts data into Excel helps you analyze community 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 Posts 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 Posts 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 Posts Data

Here’s how to connect Freshdesk to Excel and pull in your Posts 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 Posts Data

With Coefficient connected, you can now pull your Posts 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 “”Posts”” 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 topic, author, date, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Posts 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 Posts 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 Posts 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 Post Statuses Data from WordPress into Excel

Importing Post Statuses data from WordPress into Excel helps editorial teams track content workflows, analyze publishing pipelines, and manage content calendars. Coefficient makes this process seamless and automatic.

This guide will show you how to import your WordPress Post Statuses 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 Post Statuses 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 Post Statuses Data

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

  1. Select “WordPress” from the list of available connectors.
  2. Enter your WordPress site URL and log in when prompted.
  3. Choose “Post Statuses” from the list of available objects.
  4. Select the fields you want to import (e.g., name, label, public, protected, private).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Post Statuses data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Post Statuses 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 Post Types Data from WordPress into Excel

Importing Post Types data from WordPress into Excel helps teams track content structure, manage custom types, and analyze website architecture. Coefficient makes this process seamless and automatic.

This guide will show you how to import your WordPress Post Types 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 Post Types 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 Post Types Data

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Post Types 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 Pages Data from Webflow into Excel

Importing Pages data from Webflow into Excel helps marketing teams track website performance, collaborate with stakeholders, and build custom reports. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Webflow Pages 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 Webflow account and select the Pages 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 Webflow

First, you’ll need to install the Coefficient add-in for Excel and connect to your Webflow 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 Webflow Pages Data

Now that you’re connected, you can import your Webflow Pages data:

  1. Select “Webflow” from the list of available connectors.
  2. Log in to your Webflow account when prompted.
  3. Choose “Pages” from the list of available objects.
  4. Select the fields you want to import (e.g., name, slug, URL, created date).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Pages data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Webflow Pages 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 Webflow Objects

  • Collections
  • Collection Items
  • Assets
  • Products
  • Users
  • Orders

How to Import Pages Data from WordPress into Excel

Importing Pages data from WordPress into Excel helps content teams manage site structure, track static content performance, and optimize website organization. Coefficient makes this process seamless and automatic.

This guide will show you how to import your WordPress Pages 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 Pages 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 Pages Data

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Pages 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