How to Import Workspaces Data from Gong into Excel

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

Discover how to import live Workspaces data from Gong into Excel using Coefficient for streamlined sales environment management.

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Importing Gong Workspaces data into Excel helps you manage and analyze your sales environments. Coefficient makes connecting Gong to your spreadsheet simple and automated.

Learn how to import your Gong Workspaces data into Excel with this guide.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and link your Gong account.

  • Step 2:

    Step 2. Click Import from… and choose the Workspaces object.

  • Step 3:

    Step 3. Configure filters or select specific fields and import the data.

  • Step 4:

    Step 4. Enable auto-refresh for automatic data updates on a schedule.

Step-by-step guide

Here is how to get your Gong Workspaces data into Excel.

Step 1: Install and Connect Coefficient

First, install the Coefficient add-in. In 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. When asked to connect a data source, select Gong.

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

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

Step 2: Import Workspaces Data

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

Select Gong as your source. Then, choose “Workspaces” 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.

CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Workspaces 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 workspace 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 Workspaces from Gong?

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    Connect Gong to Excel with Coefficient to import live Workspaces data, ensuring your spreadsheet reflects the latest environment information.

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

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    Use Coefficient to pull a complete list of Workspaces from Gong into Excel for easy environment management and analysis.

  • How do I import Workspaces 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 Workspaces from Excel to Gong?

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

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

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

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