Name: Coefficient
Brand: Coefficient
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How to Import Forums Data from Freshdesk into Excel

Getting your Freshdesk Forums data into Excel helps you manage community forums 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Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.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 Forums 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 Forums 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 Forums Data

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

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

In the Coefficient sidebar, click “”Import from…””.
Select Freshdesk from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Forums”” 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, status, etc.).
- Sort the data if needed.
Configure your import:
Click “”Import””.

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Forums 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 Forums 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 Forms Data from Jotform into Excel

Getting your Jotform Forms data into Excel helps you manage form 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 Forms 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 Forms 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 Forms Data

Here’s how to connect Jotform to Excel and pull in your Forms 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 Forms Data

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

In the Coefficient sidebar, click “”Import from…””.
Select Jotform from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Forms”” 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 Forms data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Forms 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 Forms data in the background according to your schedule.

Available Jotform Objects

Forms
Questions
Submissions
Files
Reports
Folders

How to Import Forms Data from Typeform into Excel

Importing Forms data from Typeform into Excel helps marketing teams track survey structure, analyze form design, and organize content across multiple forms. Coefficient makes this process seamless and automatic.

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Typeform Forms 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 Folders Data from Jotform into Excel

Getting your Jotform Folders data into Excel helps you manage folder 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 Jotform Folders 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 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 Jotform Folders Data

Here’s how to connect Jotform to Excel and pull in your Folders 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 Folders Data

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

In the Coefficient sidebar, click “”Import from…””.
Select Jotform from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Folders”” 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 Folders data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Folders 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 Folders data in the background according to your schedule.

Available Jotform Objects

Forms
Questions
Submissions
Files
Reports
Folders

How to Import Folders Data from Jotform into Excel

Getting your Jotform Folders data into Excel helps you manage folder 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 Jotform Folders 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 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 Jotform Folders Data

Here’s how to connect Jotform to Excel and pull in your Folders 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 Folders Data

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

In the Coefficient sidebar, click “”Import from…””.
Select Jotform from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Folders”” 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 Folders data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Folders 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 Folders data in the background according to your schedule.

Available Jotform Objects

Forms
Questions
Submissions
Files
Reports
Folders

How to Import Files Data from Jotform into Excel

Getting your Jotform Files data into Excel helps you manage file 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 Files 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 Files 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 Files Data

Here’s how to connect Jotform to Excel and pull in your Files 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 Files Data

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

In the Coefficient sidebar, click “”Import from…””.
Select Jotform from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Files”” 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 Files data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Files 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 Files data in the background according to your schedule.

Available Jotform Objects

Forms
Questions
Submissions
Files
Reports
Folders

How to Import Employees Data from Gusto into Excel

Getting your Gusto Employees data into Excel helps you manage employee 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 Gusto Employees data into Excel efficiently.

TLDR

Step 1:

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

Step 2. Select Import from… and choose the Employees 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 Gusto Employees Data

Here’s how to connect Gusto to Excel and pull in your Employees data.

Step 1: Install Coefficient and Connect Gusto

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

Step 2: Import Employees Data

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

In the Coefficient sidebar, click “”Import from…””.
Select Gusto from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Employees”” 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 Gusto Employees data will load directly into your Excel sheet.

Step 3: Set Up Auto-Refresh (Optional)

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

In the Coefficient sidebar, find your newly created Gusto 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 Employees data in the background according to your schedule.

Available Gusto Objects

Company Payroll
Company Contractor Payments
Company Benefits
Company Contractors

How to Import Departments Data from Greenhouse into Excel

Importing Departments data from Greenhouse into Excel helps HR teams track organizational structure, analyze hiring distribution, and plan departmental growth. Coefficient makes this process seamless and automatic.

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

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

Select “Greenhouse” from the list of available connectors.
Enter your Greenhouse API credentials when prompted.
Choose “Departments” from the list of available objects.
Select the fields you want to import (e.g., name, parent department, external ID, child departments).
Apply any filters if needed to narrow down the data.
Click “Import” to bring your Departments data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Departments 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 Conversations Data from Freshdesk into Excel

Getting your Freshdesk Conversations data into Excel helps you analyze communication history 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 Conversations 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 Conversations 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 Conversations Data

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

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

In the Coefficient sidebar, click “”Import from…””.
Select Freshdesk from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Conversations”” 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 ticket, date range, etc.).
- Sort the data if needed.
Configure your import:
Click “”Import””.

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Conversations 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 Conversations 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 Contacts Data from Freshdesk into Excel

Getting your Freshdesk Contacts data into Excel helps you manage customer 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 Freshdesk Contacts 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 Contacts 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 Contacts Data

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

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

In the Coefficient sidebar, click “”Import from…””.
Select Freshdesk from your list of connected sources.
Choose “”Objects”” as the data type.
Select “”Contacts”” 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 company, status, etc.).
- Sort the data if needed.
Configure your import:
Click “”Import””.

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Contacts 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 Contacts 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