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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can schedule automatic weekly Excel exports from your CRM deals without any API access by using secure OAuth authentication that connects directly to your CRM system.
Here’s how to set up automated deal exports that keep your spreadsheets updated with live data every week without manual downloads or complex technical setup.
Set up automatic weekly deal exports using Coefficient
CoefficientHubSpoteliminates the need for API access while providing automatic deal export capabilities. Unlike native CRM export limitations that require manual downloads or complex API setups, Coefficient connects directly to yourthrough secure OAuth authentication and imports deal data into Excel Online.
The key advantage over traditional export methods is that your data remains live and accessible in a familiar spreadsheet environment. Instead of receiving static weekly files, stakeholders can access the same sheet with continuously updated deal information, while Coefficient handles all the automated data synchronization in the background.
How to make it work
Step 1. Connect your CRM through Coefficient’s sidebar.
Open Excel Online and install the Coefficient add-in. Navigate to the “Connected Sources” menu in the Coefficient sidebar and authenticate your CRM connection using OAuth. This secure method requires no API keys or technical configuration.
Step 2. Create a deal import with custom field selection.
Select “Deals” from your connected CRM source and choose the specific fields you want to export. You can select standard fields like deal name, amount, stage, and close date, plus any custom fields your team uses for tracking.
Step 3. Schedule weekly refreshes for Monday mornings.
In the import settings, enable scheduled refreshes and set them to run weekly every Monday at your preferred time. Coefficient supports hourly, daily, and weekly intervals, so you can adjust the timing to match your team’s workflow.
Step 4. Enable auto-refresh to keep data current.
Turn on the auto-refresh feature so your spreadsheet updates automatically without manual intervention. This ensures your deal data stays current between scheduled refreshes, and stakeholders always see the most up-to-date information.
Start automating your deal exports today
Get startedAutomatic weekly deal exports without API access give you live, continuously updated data instead of static files that become outdated immediately.with Coefficient to eliminate manual export tasks and keep your team working with current deal information.
