Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member Can only be enabled by Super Admins |
Permissions | • Manage API credentials and manage integrations | |
Packages | LeverTRM, LeverTRM for Enterprise |
The Coefficient Works, Inc integration allows talent acquisition teams to fetch data from Lever and sync it to Google Sheets / Excel. For more information refer to the Coefficient Works, Inc. website.
Setting up the Coefficient Works, Inc. integration
|
You must be a team or organization with admin rights in Coefficient Works, Inc. to install this integration. |
Install Coefficient in Google Sheets
- In Google Sheets, go to the top menu and navigate to Extensions > Add-ons > Get add-ons.
- This will launch the Google Workspace Marketplace.
- Type “Coefficient” into the search bar.
- Select the first app that appears.
- On the prompt, grant Coefficient access your Google Account by clicking Allow.
- Coefficient will appear in the extension menu of Google Sheets under the Extensions menu.
- Navigate to the Coefficient app and click Launch.
- The Coefficient extension will open on the right-hand side of your Google spreadsheet.
Configuring the Coefficient Works, Inc. integration
Add Lever as a data source in Coefficient
- On the Coefficient extension, click the Import from… button.
- Click Add.
- On the Add connection screen, enter "Lever" to search for the Lever connection.
- Click Authorize to initiate the OAuth flow to authorize the integration with Lever.
- Log into Lever when prompted.
- On the modal, review the list of requested permissions and click Accept.
Using the Coefficient Works, Inc. integration
- Once the OAuth process is completed, you will be redirected to Coefficient.
- Click Start from Scratch.
- Choose the object you wish to import from Lever.
- Configure which data fields you would like to import.
- Click Import.
- The selected data will be imported into Google Sheets from Lever.
Disabling the Coefficient Works, Inc. integration
- In Lever navigate to Settings > Integrations and API
- Under the Authorized Apps tab, locate the Coefficient Works, Inc. app
- Click Revoke access to disable the integration