How to Import Contacts Data from Intercom into Excel

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

Discover how to import Intercom Contacts data into Excel using Coefficient for improved customer relationship management and personalized engagement.

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Importing Contacts data from Intercom into Excel helps you analyze customer profiles and optimize your engagement strategy. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Intercom Contacts 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 Contacts object to import.

  • Step 3:

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

Step-by-Step Guide to Import Intercom Contacts 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 Contacts 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 “Contacts” 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 Contacts 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 Contacts from Intercom?

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    Accessing contact data in Intercom requires navigating through their user management interface, which doesn’t easily provide comprehensive data for advanced segmentation.Coefficient creates a direct connection between Intercom and Excel, allowing you to import Contacts data with just a few clicks for immediate analysis and targeting.

  • How do I get a list of Contacts in Intercom?

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    Within Intercom, you can browse through contacts in their interface, but extracting this as a complete list with all attributes for analysis is challenging.With Coefficient, you can pull a comprehensive list of all Contacts from Intercom directly into Excel, making it easy to segment users and personalize communications.

  • How do I import Contacts from Excel to Intercom?

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    Creating new contact records in Intercom typically requires manual entry or CSV imports, which can be error-prone and time-consuming.Coefficient’s two-way sync functionality allows you to prepare contact data in Excel and push it back to Intercom, streamlining your user data management.

  • How do I update Contacts from Excel to Intercom?

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    Updating contact details in Intercom requires navigating through their interface for each individual user, which is inefficient for batch updates.With Coefficient, you can make bulk edits to your Contacts data in Excel and sync those changes back to Intercom in one action, saving significant time for marketing teams.

  • How to automate importing Intercom Contacts to Excel daily?

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    Manually exporting contact data from Intercom on a regular basis is time-consuming and often results in outdated user analytics.Using Coefficient’s auto-refresh feature, you can schedule daily updates of your Contacts data, ensuring your customer reports always reflect the most current information.

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