Category: Excel

How to Import Orders Data from Webflow into Excel

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

This guide will show you how to import your Webflow Orders 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 Orders 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 Orders Data

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

  1. Select “Webflow” from the list of available connectors.
  2. Log in to your Webflow account when prompted.
  3. Choose “Orders” from the list of available objects.
  4. Select the fields you want to import (e.g., order ID, customer, products, amount, status).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Orders data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Webflow Orders 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 Organizations Data from Zendesk into Excel

Importing Organizations data from Zendesk into Excel helps support teams analyze company-level metrics, track business relationships, and optimize account management. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Zendesk Organizations 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 Organizations 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 Organizations Data

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

  1. Select “Zendesk” from the list of available connectors.
  2. Enter your Zendesk subdomain and log in when prompted.
  3. Choose “Organizations” from the list of available objects.
  4. Select the fields you want to import (e.g., name, domain names, tags, notes, created date).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Organizations data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Zendesk Organizations 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 Media Data from WordPress into Excel

Importing Media data from WordPress into Excel helps teams track and manage digital assets, analyze media usage, and optimize website resources. Coefficient makes this process seamless and automatic.

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Media 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 Offers Data from Greenhouse into Excel

Importing Offers data from Greenhouse into Excel helps recruitment teams track compensation packages, analyze offer acceptance rates, and optimize hiring outcomes. Coefficient makes this process seamless and automatic.

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Offers 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 Offices Data from Greenhouse into Excel

Importing Offices data from Greenhouse into Excel helps HR teams track location-based recruitment, analyze hiring distribution, and plan geographical expansion. Coefficient makes this process seamless and automatic.

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Offices 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 Interview Plans Data from Greenhouse into Excel

Importing Interview Plans data from Greenhouse into Excel helps recruitment teams track interview structures, analyze assessment strategies, and optimize candidate evaluation processes. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Interview Plans 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 Interview Plans 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 Interview Plans Data

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Interview Plans 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 Jobs Data from Greenhouse into Excel

Importing Jobs data from Greenhouse into Excel helps recruitment teams track open positions, analyze hiring needs, and optimize recruitment strategies. Coefficient makes this process seamless and automatic.

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

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

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Jobs” from the list of available objects.
  4. Select the fields you want to import (e.g., title, department, office, status, open date).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Jobs data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Jobs 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 Images Data from Typeform into Excel

Importing Images data from Typeform into Excel helps design teams track visual assets, manage media libraries, and optimize form appearance. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Typeform Images 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 Images 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 Images Data

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Typeform Images 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 Groups Data from Freshdesk into Excel

Getting your Freshdesk Groups data into Excel helps you analyze team 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 Groups 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 Groups 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 Groups Data

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

With Coefficient connected, you can now pull your Groups 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 “”Groups”” 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 Groups 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 Groups 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 Groups 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 Forum Categories Data from Freshdesk into Excel

Getting your Freshdesk Forum Categories data into Excel helps you analyze community 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 Forum 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 Forum 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 Forum Categories Data

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

With Coefficient connected, you can now pull your Forum 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 “”Forum 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 Forum 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 Forum 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 Forum 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