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Importing Users data from Greenhouse into Excel helps HR teams track recruiter performance, analyze team activities, and optimize hiring responsibilities. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Greenhouse Users 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 Users 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 Users Data
Now that you’re connected, you can import your Greenhouse Users data:
- Select “Greenhouse” from the list of available connectors.
- Enter your Greenhouse API credentials when prompted.
- Choose “Users” from the list of available objects.
- Select the fields you want to import (e.g., name, email, role, permissions, department).
- Apply any filters if needed to narrow down the data.
- Click “Import” to bring your Users data into Excel.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Greenhouse Users 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 Users from Greenhouse?
In Greenhouse, you can access users in the Settings section under the Users tab. For more comprehensive team analytics, connect Greenhouse to Excel with Coefficient to import live Users data with all role details and activity metrics.
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How do I get a list of Users in Greenhouse?
Greenhouse displays users in a basic list in the Settings section. For a more flexible list with performance metrics and workload analysis, use Coefficient to pull complete Users data from Greenhouse into Excel.
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How do I download Users data from Greenhouse?
Greenhouse doesn’t offer a direct export option for user information with comprehensive activity data. Use Coefficient to create a live connection between Greenhouse and Excel, allowing you to import all Users data instantly for better team management.
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How to automate importing Greenhouse Users to Excel daily?
With Coefficient, you can set up scheduled auto-refresh to update your Users data automatically. Configure your preferred frequency (hourly, daily, or weekly) and Coefficient will keep your Excel spreadsheet in sync with your Greenhouse recruitment team structure.
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How to send email alerts about Users data from Greenhouse?
After importing your Greenhouse Users data to Excel with Coefficient, use the Automations feature to set up email alerts based on specific conditions. Configure triggers to notify recruitment managers about user activity, performance metrics, or workload distribution.
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