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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.”
Getting payment link data out of HubSpot with all the product details you need isn’t straightforward with native exports. You need payment link URLs, product names, prices, and associated data in one clean Excel file.
Here’s how to set up automated exports that pull complete payment link data with product associations, eliminating manual export tasks.
Export complete payment link data using Coefficient
Coefficient connects HubSpot directly to Excel, letting you pull payment links with associated product data in a single automated export. Unlike HubSpot’s native exports that require multiple steps and manual data joining, you get everything in one view.
How to make it work
Step 1. Connect HubSpot to Excel through Coefficient.
Install Coefficient in Excel and connect your HubSpot account through the “Connected Sources” menu. This creates a direct data pipeline between your CRM and spreadsheet.
Step 2. Configure your payment link import with custom field selection.
Create a new import targeting payment link objects. Select the fields you need: payment link URLs, names, status, creation dates, and any custom properties. Use the “Row Expanded” option to pull associated product data alongside each payment link.
Step 3. Map product associations to include names and prices.
Configure association handling to pull product names, SKUs, prices, and descriptions. This eliminates the need for separate product exports and manual data matching that HubSpot’s native process requires.
Step 4. Apply filters to focus on active or relevant payment links.
Use Coefficient’s filtering options to target specific payment links. Filter by status, creation date, expiration date, or associated product categories. You can apply up to 25 filters with AND/OR logic.
Step 5. Schedule automatic updates to keep your data current.
Set up hourly or daily scheduled refreshes so your Excel file stays synchronized with HubSpot changes. New payment links appear automatically, and price updates flow through without manual intervention.
Get your payment link data working for you
This automated approach saves hours of manual export work while giving you complete payment link visibility with product context. Start your free trial to set up automated HubSpot payment link exports today.
