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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.”
Many CRMs, including certain HubSpot account types or permission levels, restrict exports to CSV format only, causing formatting issues and requiring manual conversion.
Here’s how to bypass these restrictions entirely and import your contact data directly into spreadsheet format without CSV limitations.
Import directly to spreadsheet format using Coefficient
CoefficientHubSpotGoogle Sheetsbypasses CSV restrictions by importing data directly frominto Excel orformat. This eliminates formatting issues, formula loss, and the need for manual file conversion.
How to make it work
Step 1. Establish direct spreadsheet connection.
Install Coefficient in your spreadsheet application and connect your HubSpot account. This creates a direct data pipeline that completely bypasses CSV export restrictions.
Step 2. Set up your contact import.
Create a new import selecting the Contacts object and all desired fields. Choose your import location within Excel or Google Sheets – data will flow directly into spreadsheet format without any CSV intermediary.
Step 3. Configure multi-sheet organization.
Import different contact segments to separate sheets within one workbook if needed. This level of organization isn’t possible with single CSV files and gives you better data structure.
Step 4. Add formulas that persist through refreshes.
Create Excel formulas adjacent to your imported data. Coefficient’s Formula Auto Fill Down feature will automatically apply these formulas to new rows as data refreshes, maintaining your calculations without manual work.
Step 5. Handle large datasets without file size limits.
CSV exports often fail with large datasets, but Coefficient handles 50,000+ rows without issues. Schedule automatic refreshes to maintain current data without worrying about file size restrictions.
Work with native spreadsheet format from the start
Start usingThis approach is particularly valuable for organizations with strict data governance requirements that prohibit CSV downloads due to security concerns. Data remains within authorized applications throughout the process.Coefficient to bypass CSV restrictions entirely.
