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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 Sources data from Greenhouse into Excel helps recruitment teams track where candidates come from, analyze channel effectiveness, and optimize sourcing strategies. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Greenhouse Sources 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 Sources 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 Sources Data
Now that you’re connected, you can import your Greenhouse Sources data:
- Select “Greenhouse” from the list of available connectors.
- Enter your Greenhouse API credentials when prompted.
- Choose “Sources” from the list of available objects.
- Select the fields you want to import (e.g., name, type, source group, candidate count).
- Apply any filters if needed to narrow down the data.
- Click “Import” to bring your Sources data into Excel.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Greenhouse Sources 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 Sources from Greenhouse?
In Greenhouse, you can access sources in the Settings section under the Configure tab. For more comprehensive sourcing analytics, connect Greenhouse to Excel with Coefficient to import live Sources data with all usage metrics and effectiveness indicators.
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How do I get a list of Sources in Greenhouse?
Greenhouse displays sources in a list view in the Settings section. For a more flexible list with candidate conversion metrics and channel effectiveness analysis, use Coefficient to pull Sources data from Greenhouse into Excel.
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How do I download Sources data from Greenhouse?
Greenhouse offers limited reporting for source effectiveness. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Sources data instantly for better recruitment marketing analysis.
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How to automate importing Greenhouse Sources to Excel daily?
With Coefficient, you can set up scheduled auto-refresh to update your Sources data automatically. Configure your preferred frequency (hourly, daily, or weekly) and Coefficient will keep your Excel spreadsheet in sync with your Greenhouse recruitment channel metrics.
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How to send email alerts about Sources data from Greenhouse?
After importing your Greenhouse Sources data to Excel with Coefficient, use the Automations feature to set up email alerts based on specific conditions. Configure triggers to notify recruitment marketers about source performance, channel ROI, or candidate quality metrics.
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