How to Import Jobs Data from Greenhouse into Excel

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

Learn how to import live Jobs data from Greenhouse into Excel using Coefficient for better recruitment tracking, job opening analysis, and hiring strategy optimization.

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Importing Jobs data from Greenhouse into Excel helps recruitment teams track open positions, analyze hiring needs, and optimize recruitment strategies. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Greenhouse Jobs 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 Jobs 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 Jobs Data

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

  1. Select “Greenhouse” from the list of available connectors.
  2. Enter your Greenhouse API credentials when prompted.
  3. Choose “Jobs” from the list of available objects.
  4. Select the fields you want to import (e.g., title, department, office, status, open date).
  5. Apply any filters if needed to narrow down the data.
  6. Click “Import” to bring your Jobs data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Jobs 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 Jobs from Greenhouse?

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    In Greenhouse, you can access jobs through the main Jobs tab in the dashboard. For more comprehensive job analytics and tracking, connect Greenhouse to Excel with Coefficient to import live Jobs data with all position details and metrics.

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

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    Greenhouse provides a jobs dashboard with filtering options for status and department. For a more flexible list with additional metrics and custom analytics, use Coefficient to pull complete Jobs data from Greenhouse into Excel.

  • How do I download Jobs data from Greenhouse?

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    While Greenhouse offers some reporting options, these are often limited and don’t update automatically. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Jobs data instantly with real-time updates.

  • How to automate importing Greenhouse Jobs to Excel daily?

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

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

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    After importing your Greenhouse Jobs data to Excel with Coefficient, use the Automations feature to set up email alerts based on specific conditions. Configure triggers to notify hiring managers about new job openings, position changes, or time-to-fill metrics.

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