The Basics

Coefficient imports require the following in order for the scheduled imports to run as expected:

  1. Coefficient add-on installed on an active Google Workspace account
  2. Connection properly set up to underlying data source (e.g. Salesforce, HubSpot, Snowflake, Looker, etc.)

<aside> 📌 When a Google Account is deactivated, scheduled imports created by that user which have not been transferred to a new owner will stop refreshing.

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If a user is about to be deleted or suspended from your Google Workspace organization (e.g. that person is leaving your company), please follow the steps below to request a Coefficient import ownership transfer, to ensure that your scheduled import refreshes continue to work.

Coefficient Import Transfer Process

  1. Select a new owner to take over your imports
  2. Have the new owner go to this link, input their email address and install Coefficient for their Google Account
  3. Next, the new owner will need to connect to the right data sources. (If you have imports from Salesforce, HubSpot, and Looker - a data connection will need to be set up for all three sources).
  4. Reach out to Coefficient ([email protected]) letting us know:
    1. When your last day will be (this gives us a working deadline)
    2. The new import owner’s full name and email address
    3. Data sources that are powering your imports
  5. The Coefficient Team will confirm the information in Step 4, and perform the import transfer.
  6. Once the transfer is completed, we ask the new owner to confirm that the scheduled imports are running as expected and that they are able to manually refresh the imports using the on-sheet button.

FAQs for Transferring your Coefficient Imports

The previous owner left and their Google account has already been deactivated. What do I do?

Since the owner’s account is deactivated, the process for this import transfer is a bit different. Please reach out directly to support and they will provide you with detailed steps.

Can the import ownership be transferred to different owners? (meaning the imports can be reassigned to different users on the team and not transferred to a single owner).