How to Import Workspaces Data from Typeform into Excel

Importing Workspaces data from Typeform into Excel helps teams track project organization, monitor workspace usage, and manage team collaboration. Coefficient makes this process seamless and automatic.

This guide will show you how to import your Typeform Workspaces data into Excel using Coefficient.

Step 1: Install Coefficient and Connect to Typeform

First, you’ll need to install the Coefficient add-in for Excel and connect to your Typeform account:

1. Open Excel and navigate to the Insert tab.
2. Click on Get Add-ins and search for “Coefficient”.
3. Install the Coefficient add-in from the Office Add-ins store.
4. Once installed, open the Coefficient sidebar and click “Import from…”.
5. In the connector selection screen, scroll to the “Other” category.

Step 2: Import Typeform Workspaces Data

Now that you’re connected, you can import your Typeform Workspaces data:

1. Select “Typeform” from the list of available connectors.
2. Log in to your Typeform account when prompted.
3. Choose “Workspaces” from the list of available objects.
4. Select the fields you want to import (e.g., name, created date, forms count, members).
5. Apply any filters if needed to narrow down the data.
6. Click “Import” to bring your Workspaces data into Excel.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Typeform Workspaces data fresh, set up an automatic refresh schedule:

1. Click on the refresh icon next to your imported data.
2. Select “Schedule refresh” from the dropdown menu.
3. Choose your preferred refresh frequency (hourly, daily, or weekly).
4. Set the specific time for the refresh to occur.
5. Click “Save” to activate the auto-refresh schedule.