How to Import Rows Data from Smartsheet into Excel

Bringing your Smartsheet Rows data into Excel allows for detailed analysis of the content within your sheets. Coefficient connects Smartsheet directly to your spreadsheet seamlessly.

This guide shows you how to import your Smartsheet Rows data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Smartsheet account.

  • Step 2:

    Step 2. Select Import from… and choose the Rows object.

  • Step 3:

    Step 3. Configure filters or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your row data automatically updated.

Step-by-step guide

Follow these steps to get your Smartsheet Rows data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select Smartsheet when prompted to connect a data source.

Log in to your Smartsheet account and authorize Coefficient to access your data.

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

Step 2: Import Rows Data

With Smartsheet connected, click “Import from…” in the Coefficient sidebar.

Select Smartsheet as your source. Then, choose “Rows” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Rows data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest row information from Smartsheet.

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

Available Smartsheet Objects

  • Folders
  • Sheets
  • Reports
  • Templates
  • Dashboards/Sights
  • Users
  • Groups
  • Rows
  • Columns
  • Attachments
  • Discussions

How to Import SQL Data from Databricks into Excel

Importing data from Databricks using SQL queries into Excel gives you flexibility for custom reports. Coefficient makes running SQL and getting results into your spreadsheet easy.

This guide shows you how to import your Databricks SQL data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Databricks account.

  • Step 2:

    Step 2. Select Import from… and choose the SQL option.

  • Step 3:

    Step 3. Write or paste your SQL query and import the results into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your query results automatically updated.

Step-by-step guide

Here is how to get your Databricks SQL data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Databricks.

Log in to your Databricks account and grant Coefficient access to your data.

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

Step 2: Import SQL Data

With Databricks connected, click “Import from…” in the Coefficient sidebar.

Select Databricks as your source. Then, choose “SQL” from the list of available import options.

Write or paste your SQL query into the Coefficient interface. Configure any options needed, then click “Import” to add the query results to your Excel sheet.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your SQL query results in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically by re-running your SQL query in Databricks.

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

Available Databricks Objects

  • Columns
  • SQL

How to Import SQL Data from MySQL into Excel

Importing data from MySQL using SQL queries into Excel gives you flexibility for custom reports. Coefficient makes running SQL and getting results into your spreadsheet easy.

This guide shows you how to import your MySQL SQL data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your MySQL account.

  • Step 2:

    Step 2. Select Import from… and choose the SQL option.

  • Step 3:

    Step 3. Write or paste your SQL query and import the results into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your query results automatically updated.

Step-by-step guide

Here is how to get your MySQL SQL data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select MySQL.

Log in to your MySQL account and grant Coefficient access to your data.

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

Step 2: Import SQL Data

With MySQL connected, click “Import from…” in the Coefficient sidebar.

Select MySQL as your source. Then, choose “SQL” from the list of available import options.

Write or paste your SQL query into the Coefficient interface. Configure any options needed, then click “Import” to add the query results to your Excel sheet.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your SQL query results in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically by re-running your SQL query in MySQL.

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

Available MySQL Objects

  • Columns
  • SQL

How to Import SQL Data from Postgres into Excel

Importing data from Postgres using SQL queries into Excel gives you flexibility for custom reports. Coefficient makes running SQL and getting results into your spreadsheet easy.

This guide shows you how to import your Postgres SQL data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Postgres account.

  • Step 2:

    Step 2. Select Import from… and choose the SQL option.

  • Step 3:

    Step 3. Write or paste your SQL query and import the results into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your query results automatically updated.

Step-by-step guide

Here is how to get your Postgres SQL data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Postgres.

Log in to your Postgres account and grant Coefficient access to your data.

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

Step 2: Import SQL Data

With Postgres connected, click “Import from…” in the Coefficient sidebar.

Select Postgres as your source. Then, choose “SQL” from the list of available import options.

Write or paste your SQL query into the Coefficient interface. Configure any options needed, then click “Import” to add the query results to your Excel sheet.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your SQL query results in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically by re-running your SQL query in Postgres.

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

Available Postgres Objects

  • Columns
  • SQL

How to Import SQL Data from Redshift into Excel

Importing data from Redshift using SQL queries into Excel gives you flexibility for custom reports. Coefficient makes running SQL and getting results into your spreadsheet easy.

This guide shows you how to import your Redshift SQL data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Redshift account.

  • Step 2:

    Step 2. Select Import from… and choose the SQL option.

  • Step 3:

    Step 3. Write or paste your SQL query and import the results into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your query results automatically updated.

Step-by-step guide

Here is how to get your Redshift SQL data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Redshift.

Log in to your Redshift account and grant Coefficient access to your data.

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

Step 2: Import SQL Data

With Redshift connected, click “Import from…” in the Coefficient sidebar.

Select Redshift as your source. Then, choose “SQL” from the list of available import options.

Write or paste your SQL query into the Coefficient interface. Configure any options needed, then click “Import” to add the query results to your Excel sheet.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your SQL query results in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically by re-running your SQL query in Redshift.

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

Available Redshift Objects

  • Columns
  • SQL

How to Import SQL Data from SQL Server into Excel

Importing data from SQL Server using SQL queries into Excel gives you flexibility for custom reports. Coefficient makes running SQL and getting results into your spreadsheet easy.

This guide shows you how to import your SQL Server SQL data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your SQL Server account.

  • Step 2:

    Step 2. Select Import from… and choose the SQL option.

  • Step 3:

    Step 3. Write or paste your SQL query and import the results into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your query results automatically updated.

Step-by-step guide

Here is how to get your SQL Server SQL data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select SQL Server.

Log in to your SQL Server account and grant Coefficient access to your data.

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

Step 2: Import SQL Data

With SQL Server connected, click “Import from…” in the Coefficient sidebar.

Select SQL Server as your source. Then, choose “SQL” from the list of available import options.

Write or paste your SQL query into the Coefficient interface. Configure any options needed, then click “Import” to add the query results to your Excel sheet.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your SQL query results in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically by re-running your SQL query in SQL Server.

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

Available SQL Server Objects

  • Columns
  • SQL

How to Import SQL Data from Snowflake into Excel

Importing data from Snowflake using SQL queries into Excel gives you flexibility for custom reports. Coefficient makes running SQL and getting results into your spreadsheet easy.

This guide shows you how to import your Snowflake SQL data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect to your Snowflake account.

  • Step 2:

    Step 2. Select Import from… and choose the SQL option.

  • Step 3:

    Step 3. Write or paste your SQL query and import the results into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your query results automatically updated.

Step-by-step guide

Here is how to get your Snowflake SQL data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In Excel, go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. When asked to connect a data source, select Snowflake.

Log in to your Snowflake account and grant Coefficient access to your data.

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

Step 2: Import SQL Data

With Snowflake connected, click “Import from…” in the Coefficient sidebar.

Select Snowflake as your source. Then, choose “SQL” from the list of available import options.

Write or paste your SQL query into the Coefficient interface. Configure any options needed, then click “Import” to add the query results to your Excel sheet.

List of data and BI connectors including BigQuery, Snowflake, Tableau, and more.

Step 3: Set Up Auto-Refresh (Optional)

Keep your SQL query results in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically by re-running your SQL query in Snowflake.

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

Available Snowflake Objects

  • Columns
  • SQL

How to Import Scorecards Data from Gong into Excel

Analyzing Gong Scorecards data in Excel helps evaluate sales rep performance against key metrics. Coefficient links Gong to your spreadsheet seamlessly.

This guide explains how to import your Gong Scorecards data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect your Gong account.

  • Step 2:

    Step 2. Select Import from… and choose the Scorecards object.

  • Step 3:

    Step 3. Filter data or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your scorecard data automatically updated.

Step-by-step guide

Follow these steps to bring your Gong Scorecards data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select Gong when prompted to connect a data source.

Log in to your Gong account and authorize Coefficient to access your data.

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

Step 2: Import Scorecards Data

With Gong connected, click “Import from…” in the Coefficient sidebar.

Select Gong as your source. Then, choose “Scorecards” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Scorecards data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest scorecard information from Gong.

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

Available Gong Objects

  • Users
  • Workspaces
  • Calls
  • Scorecards
  • Folders
  • Calls in a Folder
  • Logs

How to Import Screen Schemes Data from Jira into Excel

Bringing your Jira Screen Schemes data into Excel helps you document and track how screens are associated with issue operations and issue types. Coefficient makes connecting Jira Screen Schemes to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Screen Schemes data into Excel using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose the Screen Schemes object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

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

block:step-by-step

Step-by-step guide

Importing Jira Screen Schemes data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

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

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

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

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Screen Schemes data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Screen Schemes From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Screen Schemes data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Screen Schemes data based on the schedule you set.

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

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more

How to Import Screens Data from Jira into Excel

Bringing your Jira Screens data into Excel helps you document and track the fields displayed on issue screens. Coefficient makes connecting Jira Screens to Excel simple and automatic.

Instead of relying on manual exports that are instantly out of date, you can create a live link that refreshes itself. This guide shows you exactly how to import your Jira Screens data into Excel using Coefficient.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Select Import from… and choose the Screens object.

  • Step 3:

    Step 3. Pick the fields you need, then import the data to your Excel sheet.

  • Step 4:

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

block:step-by-step

Step-by-step guide

Importing Jira Screens data into Excel with Coefficient is a simple process. Follow these steps to get your data connected and updating live.

step:1:Installation and Connection

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

  1. Open Excel.
  2. Insert Go to thetab.
  3. Get Add-ins Click.
  4. Add Search for “”Coefficient”” and clickto install it from the Office Add-ins store.

Home Insert Once installed, open Coefficient from theortab. You’ll see the Coefficient sidebar. Click to connect a new data source, choose Jira, and log in to your account to authorize the connection.

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

step:2:Importing the Data

Now that Coefficient is connected to Jira, you can pull in your Screens data.

  1. Import from… In the Coefficient sidebar, click thebutton.
  2. Jira Selectfrom your list of connected sources.
  3. Coefficient will show you the types of data you can import. Choose the relevant option, likely “Objects”.
  4. Screens From the list of available Jira objects, select.
  5. Choose the specific fields (columns) you want to bring into your sheet.
  6. Apply any filters or criteria to narrow down the data, if needed.
  7. Import Clickto pull the data into your Excel sheet.
Project management tools including Asana, Trello, Jira, and Notion displayed as connectors.

step:3:Setting up Auto-Refresh (Optional)

To ensure your Excel sheet always has the most current Jira Screens data, set up an auto-refresh schedule.

  1. With your imported data table selected in Excel, look for the auto-refresh options in the Coefficient sidebar.
  2. Click on the refresh icon associated with your Jira import.
  3. Set how often you want the data to update (e.g., daily, hourly, weekly).
  4. Choose the specific time for the automatic refresh to occur.

Your Excel sheet will now automatically stay in sync with the latest Jira Screens data based on the schedule you set.

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

Available Jira Objects

Objects

  • Issues
  • Issue Types
  • Fields
  • Versions
  • Components
  • Priorities
  • Resolutions
  • Statuses
  • Users
  • Groups
  • Application Roles
  • Project Roles
+11 more