)
Written by
Table of Contents
“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.”
HubSpot’s native export strips custom properties or forces you to manually select fields every time you export pipeline data. This creates inconsistent reports and wastes time on repetitive tasks.
Here’s how to export your pipeline stages with deal values while keeping all custom properties intact, plus automate the whole process.
Export pipeline data with custom properties preserved using Coefficient
CoefficientHubSpotcreates a live connection betweenand Excel that preserves custom properties during every data refresh. Unlike HubSpot’s export function, you configure your custom fields once and they stay included automatically.
The key advantage: your custom deal properties maintain proper data types and field mapping consistency across all refreshes. No more lost data or manual field selection.
How to make it work
Step 1. Connect HubSpot to Excel through Coefficient’s sidebar.
Install Coefficient and open the sidebar in Excel. Select “Import from” and choose HubSpot from your connected sources. If it’s your first time, you’ll authenticate your HubSpot account.
Step 2. Select deals object and filter by pipeline stages.
Choose “Deals” as your object type. Use filters to select specific pipeline stages you want to analyze. You can filter by deal stage, close date, or any other criteria relevant to your reporting needs.
Step 3. Include all required custom properties in field selection.
In the field selection screen, check all custom deal properties you need for analysis. These might include custom scoring fields, territory assignments, or deal source tracking. Coefficient will remember these selections for future refreshes.
Step 4. Set up scheduled refreshes to keep data current.
Configure daily or weekly automatic refreshes so your Excel sheet updates with current pipeline data. This eliminates the need to manually re-export from HubSpot every time you need updated information.
Step 5. Use Formula Auto Fill Down for automatic calculations.
Add Excel formulas in columns next to your imported data. When new deals are added during refreshes, Coefficient automatically applies your formulas to the new rows, maintaining consistent calculations across your dataset.
Stop losing custom properties in your pipeline exports
Try CoefficientThis approach eliminates repetitive manual exports while ensuring your custom HubSpot properties are always available for Excel analysis.to maintain consistent pipeline reporting with all your custom fields intact.
