How to Import Tasks Data from Bigin into Excel

Importing your Bigin Tasks data into Excel helps you analyze team workloads, track task completion rates, and identify bottlenecks in your sales processes that might be hidden in Bigin’s standard views.

With Coefficient, you can create a live connection that keeps your tasks data current in Excel without the hassle of manual exports.

Step-by-Step Guide to Importing Bigin Tasks 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 Tasks Data

After installing Coefficient, follow these steps to import your Tasks 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 “Tasks”
6. Choose which task fields you want to import (e.g., title, due date, status, assignee)
7. Apply any filters if needed (e.g., only open tasks, specific assignees)
8. Click “Import” to bring the data into your spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

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

1. Select your imported Tasks 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