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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.”
Manual HubSpot exports create major headaches for finance teams, especially with line item data. The process is slow, error-prone, creates stale data, and breaks the relationships between deals and their products.
Here’s how to replace manual export routines with automated data pipelines that keep your finance reports current and accurate.
Replace manual exports with automated data pipelines
Manual exports fail finance teams because they can’t maintain the complex relationships between deals and line items effectively. By the time you download, clean, and format the data, it’s already outdated and missing critical connections between deals and their product details.
Automate your data pipeline using Coefficient
Coefficient eliminates manual export routines by creating direct connections between HubSpot and your spreadsheets. This approach maintains live data connections while preserving the deal-to-line-item relationships that manual exports often break.
How to make it work
Step 1. Set up automated data imports.
Replace manual export routines with scheduled imports that run automatically hourly, daily, or weekly. This ensures finance teams always work with current data without any manual intervention or download processes.
Step 2. Access complete line item data automatically.
Import line item objects directly from HubSpot and preserve their associations with parent deals automatically. Unlike manual exports that struggle with these relationships, Coefficient maintains data integrity across all connected objects.
Step 3. Eliminate data staleness with real-time connections.
Maintain live connections to HubSpot data that update immediately when deal values or line item details change. This eliminates the lag time between manual exports and enables finance teams to make decisions based on current information.
Step 4. Structure data for financial analysis.
Coefficient formats deal and line item data optimally for financial analysis, with options to display line items as expanded rows or summarized views depending on your reporting needs. This eliminates the manual formatting work required with exported data.
Step 5. Scale without increasing manual work.
As deal volume grows, automated imports handle increased data loads without additional manual effort. This scalability makes the solution sustainable as your business expands, while manual exports become increasingly time-prohibitive.
Stop the manual export cycle
Automated data pipelines transform finance workflows from reactive data gathering to proactive analysis, dramatically improving both accuracy and productivity. Start automating your HubSpot data access and eliminate manual exports for good.
