How to Import Teams Data from Intercom into Excel

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

Discover how to import Intercom Teams data into Excel using Coefficient to improve customer support team management and performance analysis.

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Importing Teams data from Intercom into Excel helps you analyze support team performance and optimize workload distribution. Coefficient makes this process seamless and automatic.

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

  • Step 3:

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

Step-by-Step Guide to Import Intercom Teams 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 Teams 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 “Teams” from the list of available objects
  • Choose the fields you want to import
  • Click “Import” to bring the data into your Excel spreadsheet
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Step 3: Set Up Auto-Refresh (Optional)

To keep your Teams 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 Teams from Intercom?

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    Accessing Teams data from Intercom typically requires navigating through their admin interface or using their API, which can be technically challenging.Coefficient provides a direct connection that lets you import Teams data from Intercom into Excel with just a few clicks, without any technical knowledge required.

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

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    In Intercom, you can view Teams in the administration section, but extracting a complete list for analysis requires multiple steps.With Coefficient, you can pull a comprehensive list of all Teams from Intercom directly into Excel, making it easy to analyze team structures and workloads.

  • How do I import Teams from Excel to Intercom?

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    Creating or updating Teams in Intercom traditionally requires manual setup through their interface, which is time-consuming for large organizations.Coefficient’s two-way sync capability allows you to push updates from Excel back to Intercom, streamlining the process of managing team structures.

  • How do I update Teams from Excel to Intercom?

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    Updating Teams information in Intercom typically involves individual edits in their admin interface, which is inefficient for batch updates.With Coefficient, you can make bulk edits to your Teams data in Excel and sync those changes back to Intercom in one go, saving significant time and effort.

  • How to automate importing Intercom Teams to Excel daily?

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    Manually exporting Teams data from Intercom regularly is time-consuming and prone to being forgotten.Coefficient offers scheduled auto-refresh functionality that can automatically update your Teams data on a daily basis, ensuring you always have the most current information for reporting and analysis.

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