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Importing Stages data from Greenhouse into Excel helps recruitment teams track hiring workflows, analyze bottlenecks, and optimize candidate progression. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Greenhouse Stages 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 Stages 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 Stages Data
Now that you’re connected, you can import your Greenhouse Stages data:
- Select “Greenhouse” from the list of available connectors.
- Enter your Greenhouse API credentials when prompted.
- Choose “Stages” from the list of available objects.
- Select the fields you want to import (e.g., name, job, order, active status).
- Apply any filters if needed to narrow down the data.
- Click “Import” to bring your Stages data into Excel.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Greenhouse Stages 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 Stages from Greenhouse?
In Greenhouse, you can access stages in the job setup process or through the Job Dashboard. For more comprehensive pipeline analysis, connect Greenhouse to Excel with Coefficient to import live Stages data with all workflow metrics and transition times.
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How do I get a list of Stages in Greenhouse?
Greenhouse displays stages within individual job setups, but doesn’t offer a centralized view across all jobs. For a complete list with analytics capabilities, use Coefficient to pull Stages data from Greenhouse into Excel for better process optimization.
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How do I download Stages data from Greenhouse?
Greenhouse doesn’t provide a direct export option for stage configurations across all jobs. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Stages data instantly for better workflow analysis.
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How to automate importing Greenhouse Stages to Excel daily?
With Coefficient, you can set up scheduled auto-refresh to update your Stages data automatically. Configure your preferred frequency (hourly, daily, or weekly) and Coefficient will keep your Excel spreadsheet in sync with your Greenhouse recruitment workflows.
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How to send email alerts about Stages data from Greenhouse?
After importing your Greenhouse Stages 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 pipeline bottlenecks, time-in-stage metrics, or process inefficiencies.
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