Export HubSpot data to bypass date field restrictions in compare by and filters

using Coefficient excel Add-in (500k+ users)

Learn how to export HubSpot data with automated scheduling and advanced filtering to bypass date field restrictions for unlimited comparison analysis.

“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.”

5 star rating coeff g2 badge

Exporting HubSpot data is the most effective way to bypass date field restrictions, but manual exports are time-consuming and don’t provide the advanced analysis capabilities you need for complex comparisons.

Here’s how to set up automated, scheduled exports with advanced analysis capabilities that eliminate manual export tasks while providing unlimited date field usage.

Set up automated scheduling and live data connections for sophisticated export analysis using Coefficient

Coefficient provides the most sophisticated solution for this approach with automated, scheduled exports and advanced analysis capabilities. Unlike manual exports, you get live data connections to HubSpot while working in an unrestricted spreadsheet environment with up to 25 filters including multiple date criteria that would conflict in HubSpot reports.

How to make it work

Step 1. Connect HubSpot through Coefficient’s Connected Sources menu.

Set up your HubSpot connection through Coefficient’s sidebar. This creates a live data connection that maintains real-time access to your HubSpot data while allowing unlimited analysis in spreadsheets.

Step 2. Create filtered imports with multiple date fields.

Set up imports with multiple date criteria using create date, close date, and last activity date simultaneously. Apply up to 25 filters during export, including complex date logic that would trigger HubSpot’s “date field already used” error.

Step 3. Build custom comparison reports using spreadsheet pivot tables and formulas.

Create unlimited period comparisons using pivot tables and formulas like SUMIFS with multiple date criteria. Build sophisticated time-based analysis that would be impossible within HubSpot’s native constraints.

Step 4. Schedule automatic refreshes to maintain current data.

Set up hourly, daily, or weekly automatic refreshes that eliminate manual export tasks. Your comparison reports always reflect current HubSpot data without any manual intervention.

Step 5. Configure selective field export and association handling.

Choose only relevant fields to optimize performance and clarity. Export associated records (deals with contacts, companies with deals) in single operations with automatic field mapping for consistency across export schedules.

Step 6. Set up advanced export capabilities with data mapping.

Use automatic field mapping to ensure consistency across export schedules. Handle complex associations and create sophisticated analysis workflows that maintain data integrity while providing unlimited flexibility.

Transform export limitations into powerful analysis opportunities

This method transforms the limitation into an opportunity for more powerful, flexible reporting than possible within HubSpot’s native constraints while maintaining automated data freshness. Start building your automated export and analysis system today.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies