How to Import Teams Data from Rippling into Excel

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

Discover how to import Teams data from Rippling into Excel using Coefficient for better team management, project staffing, and cross-functional collaboration analysis.

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How to Import Teams Data from Rippling into Excel

Importing Teams data from Rippling into Excel helps managers track team compositions, analyze cross-functional collaboration, and optimize project staffing. Coefficient makes this process simple and automatic.

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

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

In Rippling, team information is available through their organization menu, but analyzing team composition across projects can be limiting. Coefficient connects Rippling directly to Excel, allowing you to import all team data at once for better tracking of project staffing, skill distribution, and cross-functional collaboration.
How do I get a list of Teams in Rippling?

Viewing teams in Rippling provides basic information about groupings, but doesn’t facilitate deeper analysis of team composition or resource allocation. With Coefficient, you can pull a complete list of all teams from Rippling into Excel with just a few clicks, enabling powerful sorting, filtering, and custom reporting for resource optimization.
How do I import Teams from Excel to Rippling?

Manually creating teams in Rippling requires individual setup for each group. Coefficient’s two-way sync functionality allows you to design your team structures in Excel, where you can analyze skill distribution and workload balance, then push directly to Rippling without repetitive manual configuration.
How do I update Teams from Excel to Rippling?

Without specialized tools, modifying team compositions means manual updates in Rippling for each group. With Coefficient, you can make batch changes to multiple teams in Excel and sync those changes back to Rippling with a few clicks, streamlining the process of updating project teams as needs evolve.
How to automate importing Rippling Teams to Excel daily?

Manual exports would require daily navigation through Rippling’s organization menus. Coefficient’s auto-refresh feature lets you schedule automatic updates of your team data at your preferred frequency, ensuring your project managers always have the most current view of team composition without manual effort.