How to Import Projects Data from Basecamp into Excel

Accessing your Basecamp Projects data in Excel helps you track project status, analyze performance, and manage your portfolio. Manually exporting this data is slow and quickly becomes outdated.

Using Coefficient creates a live link that automatically refreshes.

This guide shows you how to easily get your Projects data from Basecamp right into Excel.

Step-by-step guide to importing Basecamp Projects into Excel

Step 1: Install and connect Coefficient

First, you need to get Coefficient for Excel.

1. Open Excel.
2. Go to the Insert tab.
3. Click on Get Add-ins.
4. Search for “”Coefficient”” and install it from the Office Add-ins store.
5. Once installed, open the Coefficient add-in from the Home tab or the Add-ins tab.
6. In the Coefficient sidebar, click “”Import from…”” and find the Basecamp connector. You’ll be guided to log in and connect your Basecamp account.

Step 2: Import the Projects data

Now that you’re connected, let’s get the data.

1. In the Coefficient sidebar, with Basecamp selected, choose to import from an **Object**.
2. Find and select the “”Projects”” object from the list.
3. Choose the specific fields you want to bring into Excel.
4. Apply any filters or sorting needed for your data.
5. Click the “”Import”” button.

Step 3: Set up auto-refresh (Optional)

Keep your Projects data current without manual effort.

1. After your data is imported, look for the “”Refresh”” button in the Coefficient sidebar next to your import.
2. Click the refresh options icon (usually a small clock or settings gear).
3. Choose “”Schedule”” to set up automatic refreshes.
4. Select how often you want the data to update (e.g., daily, hourly) and pick a time.
5. Save your schedule. Your Projects data will now update on its own.