How to connect HubSpot custom properties to Excel columns

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

Connect HubSpot custom properties to Excel columns automatically. Import complex field types with proper formatting and dynamic field updates.

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CoefficientHubSpotautomatically mapscustom properties to Excel columns with proper formatting, handling complex field types that HubSpot’s native export functionality often struggles with.

You’ll get automatic field mapping, dynamic updates when you add new custom properties, and proper handling of multi-select fields and other complex data types.

Map HubSpot custom properties automatically using Coefficient

HubSpot’s native export functionality struggles with custom properties, especially complex field types or when you have many custom fields. Coefficient provides superior custom property handling with automatic field mapping and flexible column organization.

How to make it work

Step 1. Select custom properties during import setup.

During import configuration, Coefficient displays all available custom properties alongside standard HubSpot fields. Choose exactly which properties to include rather than getting stuck with limited export options.

Step 2. Let Coefficient handle automatic data mapping.

HubSpotWhen importingdata, Coefficient automatically maps custom properties to Excel columns with appropriate formatting and data types. Multi-select properties display as comma-separated values, dates maintain proper formatting, and number properties preserve numeric formatting.

Step 3. Access new custom properties without reconfiguration.

As you add new custom properties in HubSpot, they become available in Coefficient imports automatically. You don’t need to rebuild your connection or reconfigure your imports when your HubSpot setup evolves.

Step 4. Handle cross-object custom properties.

Pull custom properties from associated objects, like contact custom properties alongside deal data. Use custom properties as filter criteria to segment your data imports, and combine with Snapshots to track how custom property values change over time.

Advanced custom property features

Coefficient handles complex custom properties that cause problems in standard exports. Text areas display properly without truncation, multi-select properties can be expanded into separate rows, and you can use custom properties as filter criteria for more targeted imports. This provides much more flexibility than HubSpot’s standard export functionality, which often requires multiple exports to capture all necessary custom property data.

TryStop struggling with limited custom property exports.Coefficient and get all your HubSpot custom data working properly in Excel.

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