How to Import Calls Data from Bigin into Excel

using Coefficient excel Add-in (500k+ users)

Discover how to import your Bigin Calls data into Excel using Coefficient for better call analytics, activity tracking, and sales performance insights.

“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”

5 star rating coeff g2 badge

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.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select and import Calls data

  • Step 4:

    Configure auto-refresh to keep data current

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

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

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

Available Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls
500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies