How to Import Events Data from Bigin into Excel

Importing your Bigin Events data into Excel provides valuable insights into your team’s activities, helping you track engagement with prospects and customers while identifying patterns in scheduling.

Instead of relying on Bigin’s limited reporting capabilities, you can analyze your events data more effectively in Excel using Coefficient’s seamless connection.

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

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

1. Open Excel on your computer
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 Events Data

Once Coefficient is installed, follow these steps to connect to your Bigin account:

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 “Events”
6. Choose which event fields you want to import (e.g., title, date, attendees)
7. Apply any filters if needed (e.g., date range, event type)
8. Click “Import” to bring the data into your spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your Events data current without manual updates:

1. Select your imported Events 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