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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 Company Segments data from Intercom into Excel helps you analyze customer groupings and develop targeted engagement strategies. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Intercom Company Segments 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 Intercom account and select the Company Segments object to import.
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Step 3:
Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.
Step-by-Step Guide to Import Intercom Company Segments 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
Step 2: Connect to Intercom and Import Company Segments 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 “Company Segments” from the list of available objects
- Choose the fields you want to import
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To keep your Company Segments 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
Available Intercom Objects
- Teams
- Company Segments
- Conversations
- All Help Centers
- All Collections
- News Items
- Tickets
- Articles
- Companies
- Contacts
Related Intercom Use Cases
How to Import Company Segments Data from Intercom into Google Sheets
Learn how to import live Intercom Company Segments data into Google Sheets using Coefficient for better segmentation analysis and reporting.
How to Import All Help Centers Data from Intercom into Google Sheets
Learn how to import live Intercom Help Centers data into Google Sheets using Coefficient for better knowledge base management and reporting.
How to Import News Items Data from Intercom into Google Sheets
Learn how to import live Intercom News Items data into Google Sheets using Coefficient for better announcement tracking and analysis.
Frequently Asked Questions
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How to get Company Segments from Intercom?
Accessing Company Segments in Intercom requires navigating through their segmentation tools, which can be complicated to extract for analysis purposes.Coefficient creates a direct connection between Intercom and Excel, allowing you to import Company Segments data with a few clicks for immediate analysis.
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How do I get a list of Company Segments in Intercom?
Within Intercom, you can view segments in their interface, but extracting this as a comprehensive list for analysis requires multiple manual steps.Using Coefficient, you can pull a complete list of all Company Segments from Intercom directly into Excel, making it easy to review and analyze your segmentation strategy.
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How do I import Company Segments from Excel to Intercom?
Creating Company Segments in Intercom typically requires setting up rules and criteria manually in their interface, which is time-consuming.With Coefficient’s two-way sync functionality, you can define segments in Excel and push them back to Intercom, streamlining the process of creating and managing customer segments.
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How do I update Company Segments from Excel to Intercom?
Updating segment criteria in Intercom requires navigating through their segmentation tools for each change you want to make.Coefficient allows you to make bulk edits to your Company Segments in Excel and sync those changes back to Intercom in one action, saving significant time and effort.
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How to automate importing Intercom Company Segments to Excel daily?
Manually exporting segment data from Intercom on a regular basis is tedious and easy to forget, leaving you with outdated information.Using Coefficient’s auto-refresh feature, you can schedule daily updates of your Company Segments data, ensuring you always have the latest segmentation information for your analysis and decision-making.
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