Category: Excel

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Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.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

  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 Contacts Data

With Coefficient connected, you can now pull your Contacts 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 “”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:
  6. Click “”Import””.

Your Freshdesk Contacts 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 Contacts 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 Contacts 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 Contact Fields Data from Freshdesk into Excel

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

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

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

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose the Contact Fields object.

  • Step 3:

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

  • Step 4:

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

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

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

With Coefficient connected, you can now pull your Contact Fields 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 “”Contact Fields”” from the list of available objects.
    • Choose the specific columns (fields) you want to import.
    • Apply filters to narrow down the data if needed.
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Contact Fields 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 Contact Fields 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 Contact Fields 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 Company Fields Data from Freshdesk into Excel

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

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

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

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose the Company Fields object.

  • Step 3:

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

  • Step 4:

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

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

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

With Coefficient connected, you can now pull your Company Fields 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 “”Company Fields”” from the list of available objects.
    • Choose the specific columns (fields) you want to import.
    • Apply filters to narrow down the data if needed.
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Company Fields 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 Company Fields 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 Company Fields 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 Company Payroll Data from Gusto into Excel

Getting your Gusto Company Payroll data into Excel helps you analyze payroll expenses 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 Company Payroll 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 Company Payroll 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 Company Payroll Data

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

Step 1: Install Coefficient and Connect Gusto

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

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

Step 2: Import Company Payroll Data

With Coefficient connected, you can now pull your Company Payroll data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Gusto from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Company Payroll”” 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 date range, status, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Gusto Company Payroll 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 Company Payroll data in Excel always current, set up an auto-refresh schedule.

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

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

Available Gusto Objects

  • Company Payroll
  • Company Contractor Payments
  • Company Benefits
  • Company Contractors

How to Import Company Contractor Payments Data from Gusto into Excel

Getting your Gusto Company Contractor Payments data into Excel helps you track contractor expenses 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 Company Contractor Payments 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 Company Contractor Payments 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 Company Contractor Payments Data

Here’s how to connect Gusto to Excel and pull in your Company Contractor Payments data.

Step 1: Install Coefficient and Connect Gusto

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

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

Step 2: Import Company Contractor Payments Data

With Coefficient connected, you can now pull your Company Contractor Payments data.

  1. In the Coefficient sidebar, click “”Import from…””.
  2. Select Gusto from your list of connected sources.
  3. Choose “”Objects”” as the data type.
  4. Select “”Company Contractor Payments”” 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 date range, contractor, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Gusto Company Contractor Payments 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 Company Contractor Payments data in Excel always current, set up an auto-refresh schedule.

  1. In the Coefficient sidebar, find your newly created Gusto 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 Company Contractor Payments data in the background according to your schedule.

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

Available Gusto Objects

  • Company Payroll
  • Company Contractor Payments
  • Company Benefits
  • Company Contractors

How to Import Company Contractors Data from Gusto into Excel

Getting your Gusto Company Contractors data into Excel helps you manage contractor 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 Company Contractors 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 Company Contractors 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 Company Contractors Data

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

Step 1: Install Coefficient and Connect Gusto

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

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

Step 2: Import Company Contractors Data

With Coefficient connected, you can now pull your Company Contractors data.

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

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

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

Available Gusto Objects

  • Company Payroll
  • Company Contractor Payments
  • Company Benefits
  • Company Contractors

How to Import Collections Data from Webflow into Excel

Importing Collections data from Webflow into Excel helps marketing teams organize content, track performance, and build custom reports. Coefficient makes this process seamless and automatic.

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Webflow Collections 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 Comments Data from WordPress into Excel

Importing Comments data from WordPress into Excel helps content teams analyze user engagement, track community sentiment, and identify popular topics. Coefficient makes this process seamless and automatic.

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your WordPress Comments 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 Companies Data from Freshdesk into Excel

Getting your Freshdesk Companies data into Excel helps you manage account 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 Companies 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 Companies 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 Companies Data

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

With Coefficient connected, you can now pull your Companies 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 “”Companies”” 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 industry, status, etc.).
    • Sort the data if needed.
    Configure your import:
  6. Click “”Import””.

Your Freshdesk Companies 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 Companies 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 Companies 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 Collection Items Data from Webflow into Excel

Importing Collection Items data from Webflow into Excel helps marketing teams analyze content performance, manage workflows, and build custom reports. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Webflow Collection Items 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 Collection Items 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 Collection Items Data

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

  1. Select “Webflow” from the list of available connectors.
  2. Log in to your Webflow account when prompted.
  3. Choose “Collection Items” from the list of available objects.
  4. Select the specific collection you want to import items from.
  5. Choose the fields you want to import (all custom fields will be available).
  6. Apply any filters if needed to narrow down the data.
  7. Click “Import” to bring your Collection Items data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Webflow Collection Items 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