How to Import Groups Data from Rippling into Excel

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

Discover how to import Groups data from Rippling into Excel using Coefficient for better team organization, permission management, and organizational structure analysis.

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How to Import Groups Data from Rippling into Excel

Importing Groups data from Rippling into Excel helps HR and IT teams organize teams, manage system permissions, and analyze organizational structures. Coefficient makes this process simple and automatic.

This guide will show you how to import your Rippling Groups 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 Rippling account and select the Groups object to import.
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.

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

Step 2: Import Groups Data from Rippling

Now it’s time to connect to Rippling and import your Groups 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 “Groups” from the list of available objects.
Configure any filters or select specific fields you want to import.
Click “Import” to bring your Groups data into Excel.

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

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Groups 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.

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

Available Rippling Objects

Workers
Users
Groups
Departments
Teams
Levels
Work Locations
Company Activity
Company Leave Types
Leave Balances
Leave Requests

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Frequently Asked Questions

How to get Groups from Rippling?

In Rippling, group information is accessible through the settings menu, but analyzing group structures and memberships across the organization can be challenging. Coefficient connects Rippling directly to Excel, allowing you to import all group data at once for better analysis of team organization and access permissions.
How do I get a list of Groups in Rippling?

Viewing groups in Rippling requires navigating through settings menus, which doesn’t facilitate comprehensive analysis. With Coefficient, you can pull a complete list of all groups from Rippling into Excel with just a few clicks, making it easy to review group structure, membership, and permission assignments.
How do I import Groups from Excel to Rippling?

Manually creating groups in Rippling requires individual configuration through their interface. Coefficient’s two-way sync functionality allows you to design your group structure in Excel, where organization is more flexible, and then push directly to Rippling without tedious manual setup for each group.
How do I update Groups from Excel to Rippling?

Without specialized tools, modifying groups means manual updates in Rippling’s settings for each one. With Coefficient, you can make batch changes to multiple groups in Excel and sync those changes back to Rippling with a few clicks, ensuring your organizational structure stays current as teams evolve.
How to automate importing Rippling Groups to Excel daily?

Manual exports would require daily navigation through Rippling’s settings menus. Coefficient’s auto-refresh feature lets you schedule automatic updates of your group data at your preferred frequency, ensuring your HR and IT teams always have access to the latest organizational structures without manual effort.