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Importing Company Leave Types data from Rippling into Excel helps HR teams manage PTO policies, track available leave categories, and plan time-off strategies. Coefficient makes this process simple and automatic.
This guide will show you how to import your Rippling Company Leave Types 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 Rippling account and select the Company Leave Types object to import.
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Step 3:
Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.
Step 1: Install Coefficient in Excel and Connect Your Rippling Account
Begin by installing the Coefficient add-in in your Excel workbook:
- Open Excel and navigate to the Insert tab in the ribbon.
- Click on “Get Add-ins” to open the Office Add-ins store.
- Search for “Coefficient” and click “Add” to install it.
- Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon.
- Click on “Import from…” to see available data sources.
Step 2: Import Company Leave Types Data from Rippling
Now it’s time to connect to Rippling and import your Company Leave Types data:
- In the Coefficient sidebar, navigate to the “Other” category.
- Find and select “Rippling” from the list of connectors.
- Log in to your Rippling account when prompted.
- Select “Company Leave Types” from the list of available objects.
- Configure any filters or select specific fields you want to import.
- Click “Import” to bring your Company Leave Types data into Excel.
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Company Leave Types data stays up-to-date automatically:
- Hover over your imported data range in Excel.
- Click on the “Data Settings” icon that appears.
- Select “Schedule Refresh” from the menu.
- Choose your preferred refresh frequency (hourly, daily, or weekly).
- Set the specific timing for the refresh to occur.
- Click “Save” to confirm your auto-refresh settings.
Available Rippling Objects
- Workers
- Users
- Groups
- Departments
- Teams
- Levels
- Work Locations
- Company Activity
- Company Leave Types
- Leave Balances
- Leave Requests
Related Rippling Use Cases
How to Import Workers Data from Rippling into Google Sheets
Learn how to efficiently import your Rippling Workers data into Google Sheets using Coefficient, enabling real-time data analysis and collaboration for HR and operations.
How to Import Workers Data from Rippling into Excel
Discover how to import Workers data from Rippling into Excel using Coefficient for better workforce management, contractor tracking, and labor analytics.
How to Import Work Locations Data from Rippling into Google Sheets
Learn how to efficiently import your Rippling Work Locations data into Google Sheets using Coefficient, enabling real-time data analysis and collaboration for managing company sites.
Frequently Asked Questions
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How to get Company Leave Types from Rippling?
In Rippling, leave type information is available in the time off settings, but analyzing policy structures across the organization can be limiting. Coefficient connects Rippling directly to Excel, allowing you to import all leave type data at once for better PTO policy management and time-off strategy planning.
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How do I get a list of Company Leave Types in Rippling?
Viewing leave types in Rippling provides basic information, but doesn’t facilitate deeper analysis of policy structure or utilization patterns. With Coefficient, you can pull a complete list of all leave types from Rippling into Excel with just a few clicks, enabling powerful sorting, filtering, and custom reporting for HR planning.
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How do I import Company Leave Types from Excel to Rippling?
Manually creating leave types in Rippling requires individual setup through their time off settings. Coefficient’s two-way sync functionality allows you to design your leave policy structure in Excel, where you can compare to industry standards and ensure compliance, then push directly to Rippling without tedious manual configuration.
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How do I update Company Leave Types from Excel to Rippling?
Without specialized tools, modifying leave policies means manual updates in Rippling’s settings for each type. With Coefficient, you can make batch changes to multiple leave types in Excel and sync those changes back to Rippling with a few clicks, streamlining the process of updating your PTO policies as business needs evolve.
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How to automate importing Rippling Company Leave Types to Excel daily?
Manual exports would require daily navigation through Rippling’s time off settings. Coefficient’s auto-refresh feature lets you schedule automatic updates of your leave type data at your preferred frequency, ensuring your HR team always has the most current view of your PTO policies without manual effort.
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