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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.”
Managing billing data from HubSpot in Excel helps finance and revenue operations teams track customer payments, identify billing issues, and create custom financial reports.
Instead of manual exports that quickly become outdated, a live connection to your HubSpot billing histories ensures you’re always working with current data.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Step 2: Import Billing histories data from HubSpot to Excel
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Step 3:
Step 3: Set up automatic data refresh to keep your billing data up to date
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Step 4:
Step 4: Create custom financial reports with your live HubSpot billing data
How to Import HubSpot Billing Histories into Excel
Step 1: Install Coefficient Add-in and Connect to HubSpot
To begin importing your HubSpot Billing histories into Excel:
- Open Excel and navigate to the Insert tab in the ribbon
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to your Excel workbook
- After installation, the Coefficient sidebar will appear on the right side of your Excel window
- In the Coefficient sidebar, click “Import”
- Select “HubSpot” from the list of available data sources
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Import Billing Histories Data from HubSpot
Now that you’re connected to HubSpot, follow these steps to import your Billing histories data:
- In the Coefficient import window, select “Import from Object”
- From the list of available objects, find and select “Billing histories”
- Choose the specific fields you want to import (e.g., amount, date, customer, status)
- Apply any filters if needed to narrow down the data
- Select the destination cell in your Excel spreadsheet where you want the data to be imported
- Click “Import” to bring your Billing histories data into Excel
Step 3: Set Up Automatic Data Refresh
Keep your Billing histories data up to date with Coefficient’s auto-refresh feature:
- Hover over your imported data table and click the refresh icon that appears
- Click “Schedule Refresh” from the dropdown menu
- Choose your preferred refresh frequency (hourly, daily, weekly, or custom)
- Set the specific time or day when you want the data to refresh
- Click “Save” to activate the automatic refresh schedule
Additional Tips for Managing HubSpot Billing Data in Excel
Once you’ve imported your Billing histories data into Excel, you can leverage Excel’s powerful features to gain insights:
- Create pivot tables to summarize billing data by customer, time period, or payment status
- Build charts and graphs to visualize payment trends over time
- Use Excel formulas to calculate metrics like average payment size or days to payment
- Set up conditional formatting to highlight overdue payments or important billing events
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Additional Resources for HubSpot and Excel Integration
For more information on connecting HubSpot with spreadsheets and leveraging your data effectively, check out these helpful resources:
- HubSpot for Excel Integration
- HubSpot Writebacks: How to Upload Data to HubSpot
- How to Connect HubSpot to Google Sheets
Conclusion
Importing HubSpot Billing histories into Excel using Coefficient provides finance and revenue operations teams with a powerful way to access, analyze, and work with financial data. With automatic data refreshes and Excel’s robust analysis capabilities, you can gain deeper insights into your billing information and build more effective financial reports.
Start using Coefficient today to streamline your workflow and keep your HubSpot billing data up-to-date in Excel!
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