How to Import Opportunities Data from Lever into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Import your Lever Opportunities data into Google Sheets using Coefficient to gain better visibility into your recruiting pipeline and track candidate status.

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Bringing your Lever Opportunities data into Google Sheets gives you clear visibility into your recruiting pipeline, allowing for better management and forecasting.

Don’t let outdated pipeline reports slow you down.

Learn how to quickly import your Opportunities data from Lever to Google Sheets using the Coefficient add-on in this simple guide.

TLDR

  • Step 1:

    Step 1. Install Coefficient in Google Sheets and connect your Lever account.

  • Step 2:

    Step 2. Select Import from Objects and choose the Opportunities object.

  • Step 3:

    Step 3. Select the opportunity fields you need and import the data into your sheet.

  • Step 4:

    Step 4. Configure auto-refresh to keep your opportunities data automatically updated.

block:step-by-step

Here’s how to pull your Lever opportunities data directly into Google Sheets with Coefficient.

Step 1: Install Coefficient and Connect to Lever

Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace

Once installed, open Coefficient from the Extensions menu. Click “”Import from…”” and select Lever. Follow the prompts to connect your Lever account securely.

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

Step 2: Select Your Object

In the Coefficient sidebar, choose “”Import from Objects””.

Browse the list of Lever objects and select “”Opportunities””.

Various integration options like Excel, Gmail, CSV, and Connect Any API under the Other category.

Step 3: Configure and Import Data

Refine the opportunities data you’re importing. Select specific columns like candidate name, stage, owner, creation date, and source. Apply filters based on status, stage, or owner if needed.

Click the “”Import”” button, and your Lever opportunities data will appear in your Google Sheet.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Step 4: (Optional) Set Up Auto-Refresh

Keep your recruiting pipeline reports current by setting up auto-refresh for your import.

In the Coefficient sidebar for your import configuration, toggle on “”Auto Refresh””. Choose a schedule (like hourly or daily) to automatically update the opportunities data. You can also set up email notifications.

Available Lever Objects

  • Feedback
  • Feedback Templates
  • Interviews
  • Notes
  • Opportunities
  • Panels
  • Postings
  • Profile Forms
  • Profile Form Templates
  • Requisitions
  • Requisition Fields
  • Users

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Frequently Asked Questions

  • How to get Opportunities from Lever?

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    Connect Lever to Google Sheets with Coefficient to easily import live Opportunities data, giving you real-time visibility into your recruiting pipeline.

  • How do I get a list of Opportunities in Lever?

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    Use Coefficient to pull a complete list of Opportunities from Lever into Google Sheets for easy pipeline management and tracking.

  • How do I import Opportunities from Google Sheets to Lever?

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    Coefficient supports pushing data back to Lever, allowing you to create or update Opportunity details directly from your Google Sheet.

  • How to automate importing Lever Opportunities to Google Sheets daily?

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    Set up a daily auto-refresh in Coefficient for your Opportunities import. Your Google Sheet will update with the latest pipeline data automatically each day.

  • How do I download Opportunities data from Lever?

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    Instead of a one-time download, use Coefficient to create a live connection that automatically updates your Opportunities data in Google Sheets.

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