How to Import Leave Balances Data from Rippling into Excel

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Learn how to import Leave Balances data from Rippling into Excel using Coefficient for better PTO tracking, vacation accrual management, and employee time-off analysis.

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How to Import Leave Balances Data from Rippling into Excel

Importing Leave Balances data from Rippling into Excel helps HR teams track vacation accruals, manage PTO liabilities, and analyze employee time-off patterns. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Rippling Leave Balances 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 Leave Balances 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 Leave Balances Data from Rippling

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

In Rippling, PTO balance information is available on a per-employee basis, but analyzing organization-wide trends or accrual liabilities can be challenging. Coefficient connects Rippling directly to Excel, allowing you to import all leave balance data at once for better time-off management and financial planning.
How do I get a list of Leave Balances in Rippling?

Viewing PTO balances in Rippling typically requires checking each employee individually, which doesn’t facilitate comprehensive analysis. With Coefficient, you can pull a complete list of all employee leave balances from Rippling into Excel with just a few clicks, enabling powerful sorting, filtering, and custom reporting for HR planning.
How do I import Leave Balances from Excel to Rippling?

Manually updating leave balances in Rippling can be time-consuming, especially when making adjustments for multiple employees. Coefficient’s two-way sync functionality allows you to prepare balance adjustments in Excel, where you can analyze the impact of policy changes, then push directly to Rippling without repetitive manual updates.
How do I update Leave Balances from Excel to Rippling?

Without specialized tools, modifying PTO balances means manual updates in Rippling for each employee. With Coefficient, you can make batch changes to multiple employee balances in Excel and sync those changes back to Rippling with a few clicks, streamlining adjustments during policy changes or fiscal year transitions.
How to automate importing Rippling Leave Balances to Excel daily?

Manual exports would require daily checks of each employee’s balances. Coefficient’s auto-refresh feature lets you schedule automatic updates of your leave balance data at your preferred frequency, ensuring your HR team always has the most current view of PTO liabilities without manual effort.