How to Import ARR Data from HubSpot into Google Sheets

Tracking your Annual Recurring Revenue (ARR) from HubSpot in Google Sheets gives you the flexibility to analyze revenue trends, create custom reports, and share insights with stakeholders. But manually exporting this data is time-consuming and quickly becomes outdated.

In this guide, you’ll learn how to create a live connection between HubSpot and Google Sheets to import and automatically refresh your ARR data.

Step-by-Step Guide to Import HubSpot ARR Data into Google Sheets

Step 1: Install Coefficient and Connect to HubSpot

First, you’ll need to install the Coefficient add-on and connect it to your HubSpot account:

1. Open your Google Sheet
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, click on Extensions > Coefficient > Launch to open the sidebar
5. In the sidebar, click “Import Data”
6. Select “HubSpot” from the list of available connectors
7. Follow the prompts to authorize and connect your HubSpot account

Step 2: Import ARR Data from HubSpot

Now that you’re connected, you can import your ARR data:

1. In the Coefficient sidebar, select “Import from HubSpot”
2. Choose “Objects” as the data type
3. Select “ARR” from the list of available objects
4. Choose the specific fields you want to import (e.g., ARR amount, customer name, start date)
5. Apply any filters if needed to narrow down your data
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ARR data stays up-to-date, set up an automatic refresh schedule:

1. In the Coefficient sidebar, click on the “Automations” tab
2. Select the imported ARR data
3. Click “Schedule Refresh”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set the specific time and days for the refresh
6. Click “Save” to activate the auto-refresh

With auto-refresh enabled, your HubSpot ARR data will automatically update in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available HubSpot Objects and Reports in Coefficient

Coefficient allows you to import various types of data from HubSpot. Here’s a list of available objects you can import:

Frequently Asked Questions

By following this guide, you can seamlessly import your HubSpot ARR data into Google Sheets using Coefficient. This integration enables you to create custom reports, analyze revenue trends, and share insights with your team—all while ensuring your data stays up-to-date through automatic refreshes.

Start leveraging the power of your HubSpot ARR data in Google Sheets today to make more informed business decisions and streamline your revenue reporting process.