How to Import Calls Data from Bigin into Excel

Bringing your Bigin Calls data into Excel enables you to analyze call patterns, track team activity, and measure engagement with prospects and customers more effectively than Bigin’s built-in reporting.

Using Coefficient, you can establish a live connection that keeps your calls data up-to-date in Excel without manual exports.

Step-by-Step Guide to Importing Bigin Calls into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

1. Open Excel
2. Click on the “Insert” tab in the ribbon
3. Select “Get Add-ins”
4. Search for “Coefficient” in the Office Add-ins store
5. Click “Add” to install the Coefficient add-in

Step 2: Connect to Bigin and Import Calls Data

After installing Coefficient, follow these steps to import your Calls data:

1. Open the Coefficient sidebar in Excel
2. Click “Import” to see available data sources
3. Select “Bigin” from the CRM connectors list
4. Log in with your Bigin credentials when prompted
5. From the object list, select “Calls”
6. Choose which call fields you want to import (e.g., date, duration, contact, outcome)
7. Apply any filters if needed (e.g., date range, call type)
8. Click “Import” to bring the data into your spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Calls data remains up-to-date:

1. Select your imported Calls data in Excel
2. In the Coefficient sidebar, click “Refresh”
3. Choose “Set up auto-refresh”
4. Select your preferred refresh schedule (hourly, daily, or weekly)
5. Configure any notification settings
6. Click “Save” to enable automatic updates