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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.”
Limited HubSpot permissions often prevent users from exporting contact data, even when they have legitimate business needs for analysis or reporting.
Here’s how to work around permission limitations and access contact data for Excel analysis without requiring full admin rights.
Access contact data through API permissions using Coefficient
CoefficientHubSpot’sGoogle Sheetscan provide a workaround for permission limitations, though initial setup requires administrator assistance. Once connected, it provides more flexible access management thannative export features, enabling controlled data access for analytics without full CRM permissions inor Excel.
How to make it work
Step 1. Get initial admin setup (one-time requirement).
Your HubSpot Super Admin needs to authorize the Coefficient connection and grant appropriate OAuth scopes for contact access. This connection is established at the account level, so it only needs to happen once.
Step 2. Use your existing HubSpot permissions.
Once connected, users with basic HubSpot contact read permissions can create imports. Access is controlled through HubSpot’s API permissions rather than UI restrictions, often providing broader access than the interface suggests.
Step 3. Create and manage your own imports.
Set up contact imports, apply filters, and schedule refreshes independently without needing admin assistance for ongoing usage. You can view and analyze data in Excel without edit rights in HubSpot.
Step 4. Share data with your team.
Share Excel files containing Coefficient imports with team members. Recipients can refresh data if they have appropriate HubSpot permissions, enabling collaborative analysis without admin involvement.
Step 5. Create controlled analytics workflows.
Build read-only dashboards and reports from live HubSpot data. This reduces risk of accidental CRM data modification while enabling broader data access for analysis.
Get the data access you need for analysis
ExploreIf administrator setup isn’t possible, you’ll need to request either temporary admin access or proper export permissions. However, Coefficient’s approach often provides more flexible access than HubSpot’s UI restrictions suggest.whether Coefficient can unlock the contact data access you need.
