How to Import Departments Data from Greenhouse into Excel

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

Learn how to import live Departments data from Greenhouse into Excel using Coefficient for better organizational structure tracking, hiring allocation analysis, and team planning.

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Importing Departments data from Greenhouse into Excel helps HR teams track organizational structure, analyze hiring distribution, and plan departmental growth. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Departments data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Greenhouse account and select the Departments object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

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

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:

  1. Open Excel and navigate to the Insert tab.
  2. Click on Get Add-ins and search for “Coefficient”.
  3. Install the Coefficient add-in from the Office Add-ins store.
  4. Once installed, open the Coefficient sidebar and click “Import from…”.
  5. In the connector selection screen, scroll to the “Other” category.
Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 2: Import Greenhouse Departments Data

Now that you’re connected, you can import your Greenhouse Departments data:

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Departments” from the list of available objects.
  4. Select the fields you want to import (e.g., name, parent department, external ID, child departments).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Departments data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Departments data fresh, set up an automatic refresh schedule:

  1. Click on the refresh icon next to your imported data.
  2. Select “Schedule refresh” from the dropdown menu.
  3. Choose your preferred refresh frequency (hourly, daily, or weekly).
  4. Set the specific time for the refresh to occur.
  5. Click “Save” to activate the auto-refresh schedule.
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Greenhouse Objects

  • Candidates
  • Departments
  • Jobs
  • Offers
  • Offices
  • Prospects
  • Rejection Reasons
  • Scorecards
  • Sources
  • Stages
  • Users
  • Interview Plans

Frequently Asked Questions

  • How to get Departments from Greenhouse?

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    In Greenhouse, you can access departments in the Settings section under the Organization tab. For more comprehensive organizational analysis, connect Greenhouse to Excel with Coefficient to import live Departments data with all structure details and relationships.

  • How do I get a list of Departments in Greenhouse?

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    Greenhouse displays departments in a basic list view in the Settings section. For a more flexible list that includes hierarchical relationships and associated metrics, use Coefficient to pull complete Departments data from Greenhouse into Excel.

  • How do I download Departments data from Greenhouse?

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    Greenhouse doesn’t offer a direct export option for departments structure. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Departments data instantly for better organizational planning.

  • How to automate importing Greenhouse Departments to Excel daily?

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    With Coefficient, you can set up scheduled auto-refresh to update your Departments data automatically. Configure your preferred frequency (hourly, daily, or weekly) and Coefficient will keep your Excel spreadsheet in sync with your Greenhouse organizational structure.

  • How to send email alerts about Departments data from Greenhouse?

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    After importing your Greenhouse Departments data to Excel with Coefficient, use the Automations feature to set up email alerts based on specific conditions. Configure triggers to notify HR leaders about departmental changes, hiring allocations, or organizational restructuring.

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