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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 Conversations data from Intercom into Excel helps you analyze customer interactions and optimize your support strategy. Coefficient makes this process seamless and automatic.
This guide will show you how to import your Intercom Conversations 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 Conversations 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 Conversations 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 Conversations 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 “Conversations” 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 Conversations 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 Conversations from Intercom?
Within Intercom, you can access conversations through their interface, but extracting them for comprehensive analysis is challenging and time-consuming.Coefficient creates a direct connection between Intercom and Excel, allowing you to import Conversations data with just a few clicks for immediate analysis.
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How do I get a list of Conversations in Intercom?
Intercom’s interface allows you to browse conversations, but compiling a complete list with all relevant metadata requires multiple exports or API knowledge.With Coefficient, you can pull a comprehensive list of all Conversations from Intercom directly into Excel, making it easy to analyze customer interactions at scale.
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How do I import Conversations from Excel to Intercom?
Creating new conversations in Intercom typically happens through their interface or API, which can be limiting for batch operations.Coefficient’s two-way sync capability allows you to prepare conversation templates in Excel and push them back to Intercom, streamlining your communication workflow.
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How do I update Conversations from Excel to Intercom?
Updating conversation attributes or tags in Intercom requires manual work for each conversation, which is inefficient for large volumes.With Coefficient, you can make bulk updates to conversation data in Excel and sync those changes back to Intercom in one action, saving significant time for support teams.
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How to automate importing Intercom Conversations to Excel daily?
Manually exporting conversation data from Intercom regularly is tedious and often results in outdated analysis.Using Coefficient’s auto-refresh feature, you can schedule daily updates of your Conversations data, ensuring your reports always reflect the most recent customer interactions.
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