How to Import All Collections Data from Intercom into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Intercom Collections data into Excel using Coefficient to analyze content organization and improve your help center structure.

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Importing All Collections data from Intercom into Excel helps you analyze your help center structure and optimize content organization. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Intercom Collections data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Intercom account and select the All Collections object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Step-by-Step Guide to Import Intercom Collections Data into Excel

Step 1: Install Coefficient in Excel

First, you need to install the Coefficient add-in from the Office Add-ins store:

  • Open Excel
  • Go to the Insert tab
  • Click on Get Add-ins
  • Search for “Coefficient”
  • Click Add to install the add-in
  • Once installed, click on the Coefficient icon to open the sidebar
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Intercom and Import All Collections Data

Now, connect Coefficient to your Intercom account:

  • In the Coefficient sidebar, click on “Import from…”
  • Scroll to find and select “Intercom” from the list of available connectors
  • Log in with your Intercom credentials when prompted
  • Once connected, select “All Collections” from the list of available objects
  • Choose the fields you want to import
  • Click “Import” to bring the data into your Excel spreadsheet
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Step 3: Set Up Auto-Refresh (Optional)

To keep your Collections data up to date automatically:

  • Click on the three dots (…) next to your imported data
  • Select “Auto-refresh”
  • Choose your preferred refresh schedule (hourly, daily, or weekly)
  • Click “Save” to activate auto-refresh
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Intercom Objects

  • Teams
  • Company Segments
  • Conversations
  • All Help Centers
  • All Collections
  • News Items
  • Tickets
  • Articles
  • Companies
  • Contacts

Frequently Asked Questions

  • How to get All Collections from Intercom?

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    Accessing Collections information in Intercom requires navigating through their help center management interface, making it difficult to extract comprehensive data.Coefficient provides a direct connection between Intercom and Excel, allowing you to import Collections data with just a few clicks for immediate analysis and content planning.

  • How do I get a list of All Collections in Intercom?

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    In Intercom, you can browse through collections in their help center interface, but compiling a complete list with metadata for analysis is challenging.With Coefficient, you can pull a comprehensive list of all Collections from Intercom directly into Excel, making it easy to evaluate your content organization strategy.

  • How do I import All Collections from Excel to Intercom?

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    Creating new collections in Intercom typically requires working through their help center interface, which can be limiting for planning comprehensive structures.Coefficient’s two-way sync functionality allows you to design collection structures in Excel and push them back to Intercom, streamlining your knowledge base organization.

  • How do I update All Collections from Excel to Intercom?

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    Updating collection details in Intercom requires navigating through their content management system for each individual change you want to make.With Coefficient, you can make bulk edits to your Collections data in Excel and sync those changes back to Intercom in one action, saving significant time for content teams.

  • How to automate importing Intercom All Collections to Excel daily?

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    Manually exporting collections data from Intercom on a regular basis is time-consuming and often results in outdated analysis.Using Coefficient’s auto-refresh feature, you can schedule daily updates of your Collections data, ensuring your content organization reports always reflect the most current structure.

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