How to Import Company Segments Data from Intercom into Excel

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

Learn how to efficiently import Intercom Company Segments data into Excel using Coefficient for better customer segmentation analysis and targeted messaging.

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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

  • 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 Company Segments object to import.

  • 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
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

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
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

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
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 Company Segments from Intercom?

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    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.

  • How do I get a list of Company Segments in Intercom?

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    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.

  • How do I import Company Segments from Excel to Intercom?

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    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.

  • How do I update Company Segments from Excel to Intercom?

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    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.

  • How to automate importing Intercom Company Segments to Excel daily?

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    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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