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Importing Candidates data from Greenhouse into Excel helps recruitment teams track talent profiles, analyze candidate pools, and optimize hiring decisions. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Greenhouse Candidates data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.
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Step 2:
Step 2. Connect your Greenhouse account and select the Candidates object to import.
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Step 3:
Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.
Step 1: Install Coefficient and Connect to Greenhouse
First, you’ll need to install the Coefficient add-in for Excel and connect to your Greenhouse account:
- Open Excel and navigate to the Insert tab.
- Click on Get Add-ins and search for “Coefficient”.
- Install the Coefficient add-in from the Office Add-ins store.
- Once installed, open the Coefficient sidebar and click “Import from…”.
- In the connector selection screen, scroll to the “Other” category.
Step 2: Import Greenhouse Candidates Data
Now that you’re connected, you can import your Greenhouse Candidates data:
- Select “Greenhouse” from the list of available connectors.
- Enter your Greenhouse API credentials when prompted.
- Choose “Candidates” from the list of available objects.
- Select the fields you want to import (e.g., name, email, phone, education, experience, tags).
- Apply any filters if needed to narrow down the data.
- Click “Import” to bring your Candidates data into Excel.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Greenhouse Candidates data fresh, set up an automatic refresh schedule:
- Click on the refresh icon next to your imported data.
- Select “Schedule refresh” from the dropdown menu.
- Choose your preferred refresh frequency (hourly, daily, or weekly).
- Set the specific time for the refresh to occur.
- Click “Save” to activate the auto-refresh schedule.
Available Greenhouse Objects
- Candidates
- Departments
- Jobs
- Offers
- Offices
- Prospects
- Rejection Reasons
- Scorecards
- Sources
- Stages
- Users
- Interview Plans
Related Greenhouse Use Cases
How to Import Interview Plans Data from Greenhouse into Google Sheets
Learn how to import live Interview Plans data from Greenhouse into Google Sheets using Coefficient for analyzing hiring process structures.
How to Import Jobs Data from Greenhouse into Google Sheets
Learn how to import live Jobs data from Greenhouse into Google Sheets using Coefficient for tracking open positions and hiring progress.
How to Import Offers Data from Greenhouse into Google Sheets
Learn how to import live Offers data from Greenhouse into Google Sheets using Coefficient for tracking job offers and acceptance rates.
Frequently Asked Questions
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How to get Candidates from Greenhouse?
In Greenhouse, you can access candidates through the main Candidates tab or search function. For more comprehensive talent management and analytics, connect Greenhouse to Excel with Coefficient to import live Candidates data with all profile details and history.
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How do I get a list of Candidates in Greenhouse?
Greenhouse displays candidates in various views based on filters and job applications. For a more flexible and customizable list that includes comprehensive candidate data, use Coefficient to pull complete Candidates data from Greenhouse into Excel.
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How do I download Candidates data from Greenhouse?
While Greenhouse allows CSV exports of candidate data, these are manual and limited in scope. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Candidates data instantly with regular updates.
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How to automate importing Greenhouse Candidates to Excel daily?
With Coefficient, you can set up scheduled auto-refresh to update your Candidates data automatically. Configure your preferred frequency (hourly, daily, or weekly) and Coefficient will keep your Excel spreadsheet in sync with your Greenhouse talent pool.
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How to send email alerts about Candidates data from Greenhouse?
After importing your Greenhouse Candidates data to Excel with Coefficient, use the Automations feature to set up email alerts based on specific conditions. Configure triggers to notify hiring teams about new candidates, talent pool metrics, or changes to candidate profiles.
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