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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Prospects data from Greenhouse into Excel helps recruitment teams track potential talent, analyze sourcing effectiveness, and optimize early-stage recruitment. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Greenhouse Prospects 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 Prospects 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 Prospects Data
Now that you’re connected, you can import your Greenhouse Prospects data:
- Select “Greenhouse” from the list of available connectors.
- Enter your Greenhouse API credentials when prompted.
- Choose “Prospects” from the list of available objects.
- Select the fields you want to import (e.g., name, email, job, source, stage, created date).
- Apply any filters if needed to narrow down the data.
- Click “Import” to bring your Prospects data into Excel.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Greenhouse Prospects 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 Prospects from Greenhouse?
In Greenhouse, you can access prospects through the CRM section or specific prospecting campaigns. For more comprehensive talent pipeline analysis, connect Greenhouse to Excel with Coefficient to import live Prospects data with all status details and activity metrics.
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How do I get a list of Prospects in Greenhouse?
Greenhouse displays prospects in various filtered views within the CRM module. For a more flexible list with additional metrics and conversion analysis, use Coefficient to pull complete Prospects data from Greenhouse into Excel.
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How do I download Prospects data from Greenhouse?
While Greenhouse offers some reporting options for prospects, these are often limited. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Prospects data instantly with real-time updates on status changes.
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How to automate importing Greenhouse Prospects to Excel daily?
With Coefficient, you can set up scheduled auto-refresh to update your Prospects data automatically. Configure your preferred frequency (hourly, daily, or weekly) and Coefficient will keep your Excel spreadsheet in sync with your Greenhouse talent pipeline.
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How to send email alerts about Prospects data from Greenhouse?
After importing your Greenhouse Prospects data to Excel with Coefficient, use the Automations feature to set up email alerts based on specific conditions. Configure triggers to notify sourcers about prospect engagement, conversion rates, or pipeline health metrics.
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