How to Import Pipelines Data from Bigin into Excel

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.

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

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

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