How to Import Profile Form Templates Data from Lever into Google Sheets

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

Import your Lever Profile Form Templates data into Google Sheets using Coefficient to easily review and manage the templates for candidate data collection.

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How to Import Profile Form Templates Data from Lever into Google Sheets

Bringing your Lever Profile Form Templates into Google Sheets helps you easily manage and review the structure of your candidate data collection forms.

Stop manually referencing template details inside Lever.

Learn how to quickly import your Profile Form Templates 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 Profile Form Templates object.
Step 3:

Step 3. Select the template details you need and import the data into your sheet.
Step 4:

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

block:step-by-step

Here’s how to pull your Lever profile form template 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 “”Profile Form Templates””.

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

Step 3: Configure and Import Data

Refine the template data you’re importing. Select specific columns like template name, associated fields, and status. Apply filters if needed to focus on active templates.

Click the “”Import”” button, and your Lever profile form templates 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 documentation of profile form templates 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 template data. You can also set up email notifications.