How to Import Pipelines Data from Bigin into Excel

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

Get a step-by-step guide on importing Bigin Pipelines data into Excel using Coefficient to create powerful sales reports and dashboards.

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Bringing your Bigin Pipelines data into Excel gives you full control over your sales reporting and allows you to create custom dashboards that track deal progress across stages.

Using Coefficient, you can set up a live connection that keeps your pipeline data fresh without the need for constant 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 Pipelines data

  • Step 4:

    Configure auto-refresh to keep data current

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

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to your Excel:

  1. Open Excel
  2. Go to the “Insert” tab in the ribbon
  3. Click “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Bigin and Import Pipelines Data

Now that Coefficient is installed, follow these steps:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors
  4. Authenticate with your Bigin credentials
  5. From the object list, select “Pipelines”
  6. Choose the specific pipeline fields you want to import
  7. Apply any filters if needed (e.g., specific pipeline stages)
  8. Click “Import” to load 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 pipeline data remains up-to-date:

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

Available Bigin Data Objects

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls
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