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
Frequently Asked Questions
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