Uncover the potential of Coefficient for Excel, an intuitively user-friendly Excel Add-In that is poised to transform the way you manage data. Experience the seamless integration of Coefficient with the Excel interface, effortlessly combining data insights with the familiar features of Microsoft's platform.

Install Coefficient for Excel

Excel for Web

Excel for Desktop

Connecting to a Data Source

Create a Coefficient import with the Excel Add-in

FAQs for Excel Add-in

Install Coefficient for Excel

You can install Coefficient's Excel Add-In either through the Excel for Web interface or via your Excel for Desktop version.

ℹ️ PRO TIP: Have your Microsoft Admin do a domain install - it makes it SO MUCH easier for everyone to use Coefficient. 💙

Excel for Web

1. On a new Excel for Web spreadsheet, go to “Add-Ins” and select “More Add-ins

2. In the new window, search and click on "Coefficient". Click "Add" to install the add-in.

3. Once the installation is complete/successful, you will see a “Coefficient” tab in your Excel ribbon. Now you can proceed with creating imports inside Excel for Web! 😎

Excel for Desktop

1. On a new Excel for Desktop spreadsheet, click “Home” and select "Add-ins”.

ℹ️ NOTE: Sometimes, when using Excel for Desktop, you may have to log in with Microsoft when launching the sidebar for the first time. 

2. Click the "Find more add-ins at Microsoft AppSource" link at the bottom.

3. You will be redirected to the Microsoft Office App Store. Search for "Coefficient" and click on the "Get it now" button. You will be prompted to sign in to your Microsoft account to complete the installation.

4. Once the installation is complete/successful, you will see a “Coefficient” tab in your Excel ribbon. Now you can proceed with creating imports inside Excel for Desktop! 😎

Connecting to a Data Source

If you have used Coefficient with Google Sheets, you will find the process of connecting to a data source quite similar.

(Example: Connect to HubSpot)

1. In your Excel sheet, go to the Coefficient tab and select “Open Sidebar”.

2. From the Coefficient sidebar, click the Menu.

3. Select “Connected Sources”.

4. Select “Add Connection” and then “Connect” to HubSpot.

5. Click “Authorize” to connect Coefficient to your HubSpot instance.

6. You will be taken to a new screen to login to your HubSpot account. After your login, you can choose your HubSpot account. It will authenticate and connect HubSpot as a data source for Coefficient. You can now start creating Coefficient imports from HubSpot. 😎

ℹ️ For instructions on connecting to our other integrations, click here.

Create a Coefficient import with the Excel Add-in

The steps to create an import using Coefficient’s Excel-Add-in are very similar to Google Sheets.

(Example: HubSpot Deals import)

1. In your Excel sheet, go to the Coefficient tab and select “Open Sidebar”.

2. From the Coefficient sidebar, click on the “Import from…” button.

3. Select “HubSpot” from the list.

4. Select "From Objects and Fields"

5. Select or search for the HubSpot object you would like to import your data from (Deals), then hit "Next".

6. Select the desired fields for your import. There may be fields selected (by default) - you can add/remove them as needed. The Import Preview window will update according to the fields that are selected/unselected. Click "Import" when you are done.

ℹ️ NOTE: The Import Preview only shows you a sample of your data.

7. Congratulations on your first HubSpot import using Coefficient’s Excel Add-In. 🎉

FAQs for Excel Add-in

I want to install Coefficient on Excel (desktop) for my entire team. How can I do this?

Your Admin will need to navigate to the Microsoft 365 Admin Center and follow the steps here.

I am having trouble installing Coefficient on Microsoft 365. What can I do to resolve this?

It can be helpful to have all the installation steps laid out so that you can easily spot any missed details. Please review the steps below, and if you're still having trouble, feel free to reach out to support (support@coefficient.io).

1. In the Microsoft 365 Admin Center, go to Settings and select Integrated apps

2. Click on "Get Apps" and search for "Coefficient."

3. Click "Get it now" on the Coefficient app listing.

4. Follow the on-screen instructions to deploy the Coefficient add-in across your organization.

If you require additional guidance on Integrated Apps, refer to Microsoft's "Deploying and Managing Office Add-ins" article.

Does the Excel Add-In provide support for the same coefficient integrations?

Coefficient supports all our current integrations with the Excel Add-in. However, some integrations, like Amplitude and Tableau, are only available for the online version of Microsoft Excel (Excel Web).

What Coefficient features are supported with the Excel Add-in?

Coefficient’s Excel Add-in currently supports creating both imports and exports. We also support scheduling both imports and exports for auto-refresh. Additional features and enhancements will be coming soon!

How can I schedule my import to refresh if I created it from an Excel workbook on my desktop?

To schedule an import to refresh with Coefficient, the Excel workbook must be saved to your OneDrive account. Scheduled imports are not supported when saved only to the desktop.

What platforms/versions is the Excel Add-in supported?

A colleague shared an Excel sheet with me, and I can't find the Coefficient buttons to “Refresh” or “Open Sidebar”. What do I do?

Any user who wants to interact with Coefficient in the Excel Add-in MUST install Coefficient. Once installed, users will see the Coefficient buttons and be able to interact with them in the Excel sheet ribbon.

ℹ️ PRO TIP: Have your Microsoft Admin do a domain install - it makes it SO MUCH easier for everyone to use Coefficient) 💙

I am seeing an “Excel API/Timeout Error” when refreshing my Excel import, and how can I fix it?

This error often occurs when a large number of formulas depend on the imported data. To resolve it, try the following:

• Limit formula ranges: If your formulas reference entire columns (e.g., A:A), try narrowing them down to a specific range like A1:A50, or use structured references where possible to reduce calculation load. Click here for more information on structure references. 
• Use a separate workbook: Import your data into a new workbook, then link that workbook to the one where you're using the formulas. This can help distribute the load more efficiently. Click here for more information. 

If you are still experiencing issues, please contact support@coefficient.io, and we will be happy to investigate further.