Coefficient connects your spreadsheets with all your company systems like Salesforce, HubSpot, Databases, Analytic tools (Looker, Tableau), Slack, and more. You will have always-live data at your fingertips making it easy to create automated dashboards, analyze workflows and be the hero. The articles below will get you started on your journey.

If you need guidance/assistance reach out to us at [email protected] and we will get you back on track.

Getting Started

What is Coefficient?

What can I do with Coefficient?

Coefficient Basics for Google Sheets

Core Features

Filtering your Imports

Import Refreshes

Snapshots

Automations (Email/Slack)

Frequently Asked Questions

Who do you Integrate with?

How Coefficient Billing Works

How can I share Coefficient with a Colleague?

How do I Contact Coefficient?

Data Security

Time Zones with Coefficient

Templates

Update Import Fields for Salesforce/HubSpot Templates

Update Import Fields for Coefficient Templates

Excel Add-in

Excel Add-In

Integrations

Salesforce

HubSpot

Looker

Snowflake

MySQL

PostgreSQL

MS SQL

Redshift

BigQuery

Airtable

Tableau

Jira

Zendesk

Pipedrive

Shopify

Outreach

QuickBooks

Chargebee

Stripe

Notion

Mailchimp

Facebook Ads

Facebook Insights

LinkedIn Ads

YouTube Analytics

Google Ads

Google Analytics 4

Google Analytics

Google Search Console

Google Sheets

Excel

CSV

Advanced Features

Cloud Datasets

Import Templates

Export to Salesforce

Export to SQL

Scheduled Exports

SQL Parameters

Cloud Pivot Tables

Formula Auto Fill Down

Managing Data Source Connections

Changing Connections

My Workspace

Import Management

Transferring Imports

Renaming Imports/Adding Import Descriptions

Locked Imports

Deleting Imports

Sheet Optimization

Adding a Notes Column to my Import

GPT

GPT Copilot with Coefficient

Google Sheets Functions

Conditional Formatting

Spreadsheet Formulas

Google Sheets Permissions