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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 Scorecards data from Greenhouse into Excel helps recruitment teams analyze interview feedback, track evaluation metrics, and improve candidate assessment processes. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Greenhouse Scorecards 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 Scorecards 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 Scorecards Data
Now that you’re connected, you can import your Greenhouse Scorecards data:
- Select “Greenhouse” from the list of available connectors.
- Enter your Greenhouse API credentials when prompted.
- Choose “Scorecards” from the list of available objects.
- Select the fields you want to import (e.g., interviewer, candidate, job, ratings, feedback, submitted date).
- Apply any filters if needed to narrow down the data.
- Click “Import” to bring your Scorecards data into Excel.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Greenhouse Scorecards 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 Scorecards from Greenhouse?
In Greenhouse, you can access scorecards through candidate profiles under the Activity Feed section. For more comprehensive interview feedback analysis, connect Greenhouse to Excel with Coefficient to import live Scorecards data with all ratings and feedback details.
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How do I get a list of Scorecards in Greenhouse?
Greenhouse displays scorecards within individual candidate profiles, but doesn’t offer a centralized view. For a complete list with advanced filtering and analytics capabilities, use Coefficient to pull Scorecards data from Greenhouse into Excel.
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How do I download Scorecards data from Greenhouse?
While Greenhouse offers some reporting options, these are often limited for detailed scorecard analysis. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Scorecards data instantly for comprehensive feedback tracking.
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How to automate importing Greenhouse Scorecards to Excel daily?
With Coefficient, you can set up scheduled auto-refresh to update your Scorecards data automatically. Configure your preferred frequency (hourly, daily, or weekly) and Coefficient will keep your Excel spreadsheet in sync with your Greenhouse interview feedback.
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How to send email alerts about Scorecards data from Greenhouse?
After importing your Greenhouse Scorecards 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 feedback patterns, evaluation trends, or interviewer participation metrics.
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