How to Import Calls Data from Gong into Excel

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

Learn how to import live Calls data from Gong into Excel using Coefficient for in-depth call tracking and performance analysis.

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Bringing your Gong Calls data into Excel lets you analyze call activities and measure performance effectively. Coefficient connects Gong directly to your spreadsheet.

This guide shows you exactly how to import your Gong Calls data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install the Coefficient add-in for Excel and connect to your Gong account.

  • Step 2:

    Step 2. Select Import from… and choose the Calls object.

  • Step 3:

    Step 3. Filter data or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your call data automatically updated.

Step-by-step guide

Follow these steps to get your Gong Calls data into Excel.

Step 1: Install and Connect Coefficient

First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.

Open the Coefficient add-in from the Home tab. Select Gong when prompted to connect a data source.

Log in to your Gong account and authorize Coefficient to access your data.

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

Step 2: Import Calls Data

With Gong connected, click “Import from…” in the Coefficient sidebar.

Select Gong as your source. Then, choose “Calls” from the list of available objects to import.

You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.

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Step 3: Set Up Auto-Refresh (Optional)

Keep your Calls data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest call information from Gong.

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

Available Gong Objects

  • Users
  • Workspaces
  • Calls
  • Scorecards
  • Folders
  • Calls in a Folder
  • Logs

Frequently Asked Questions

  • How to get Calls from Gong?

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    Connect Gong to Excel with Coefficient to import live Calls data, ensuring your spreadsheet reflects the latest call activities.

  • How do I get a list of Calls in Gong?

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    Use Coefficient to pull a complete list of Calls from Gong into Excel for easy call tracking and analysis.

  • How do I import Calls from Excel to Gong?

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    Coefficient supports two-way sync, allowing you to push updates from Excel back to Gong effortlessly.

  • How do I update Calls from Excel to Gong?

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    Edit your Calls data in Excel and sync changes back to Gong using Coefficient to keep your Gong data up to date.

  • How to automate importing Gong Calls to Google Sheets daily?

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    Set up scheduled auto-refresh in Coefficient to automatically update your Calls data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.

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