Enabling and using the Coefficient Works, Inc. integration

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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

  1. In Lever navigate to Settings > Integrations and API
  2. Under the Authorized Apps tab, locate the Coefficient Works, Inc. app
  3. Click Revoke access to disable the integration
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