How to Import To-Do List Data from Basecamp into Excel

Bringing your Basecamp To-Do List data into Excel helps you track tasks, manage assignments, and get an overview of your project workloads. Manually exporting this data is inefficient and quickly becomes old.

Coefficient creates a live connection for automatic data updates.

This guide shows you the steps to easily import your To-Do List data from Basecamp into Excel.

Step-by-step guide to importing Basecamp To-Do List into Excel

Step 1: Install and connect Coefficient

You need Coefficient installed in 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.
5. Once installed, open the Coefficient sidebar from the Home or Add-ins tab.
6. Click “”Import from…”” and find the Basecamp connector. You will be guided through connecting your Basecamp account.

Step 2: Import the To-Do List data

Now you can pull your To-Do List data into Excel.

1. In the Coefficient sidebar for Basecamp, select to import from an **Object**.
2. Choose the “”To-Do List”” object from the list.
3. Select the specific data fields related to your To-Do List that you need in Excel.
4. Apply any filters or sorting if required.
5. Click the “”Import”” button to bring the data into your sheet.

Step 3: Set up auto-refresh (Optional)

Keep your To-Do List data current without manual updates.

1. After the import is complete, find your import in the Coefficient sidebar next to the Refresh button.
2. Click the settings icon for refresh options.
3. Select “”Schedule”” to set up automated updates.
4. Choose how often the data should refresh (e.g., hourly, daily) and set a specific time.
5. Save your schedule. Your To-Do List data will now update automatically.