How to Import Offers Data from Greenhouse into Excel

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

Learn how to import live Offers data from Greenhouse into Excel using Coefficient for better offer management, compensation analysis, and hiring success tracking.

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Importing Offers data from Greenhouse into Excel helps recruitment teams track compensation packages, analyze offer acceptance rates, and optimize hiring outcomes. Coefficient makes this process seamless and automatic.

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

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

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

Step 3: Set Up Auto-Refresh (Optional)

To keep your Greenhouse Offers 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 Offers from Greenhouse?

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    In Greenhouse, you can access offers through the candidate profile in the Offer tab. For more comprehensive offer tracking and analytics, connect Greenhouse to Excel with Coefficient to import live Offers data with all status details and compensation information.

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

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    Greenhouse doesn’t provide a centralized view of all offers across candidates. For a complete list with filtering and analytical capabilities, use Coefficient to pull Offers data from Greenhouse into Excel for better compensation and acceptance rate tracking.

  • How do I download Offers data from Greenhouse?

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    While Greenhouse offers some reporting options, these are limited for offer-specific metrics. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Offers data instantly with regular updates on status changes.

  • How to automate importing Greenhouse Offers to Excel daily?

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

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

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    After importing your Greenhouse Offers 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 offer status changes, acceptance rates, or time-to-accept metrics.

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