How to Import Billing Histories Data from HubSpot into Google Sheets

Tracking billing histories from HubSpot in Google Sheets gives finance and RevOps teams better visibility into customer payments and subscription data. Instead of manual exports that quickly become outdated, you can create a live connection that automatically refreshes.

This guide shows you how to import HubSpot Billing histories directly into Google Sheets using Coefficient.

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

Step 2: Import Billing Histories Data

Now that you’re connected to HubSpot, you can import your Billing histories data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Billing histories” in the objects list
3. Select the specific fields you want to import (e.g., ID, Amount, Date, Customer, Status)
4. Apply any filters if needed to narrow down the data
5. Choose where in your spreadsheet you want the data to appear
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your billing data up-to-date automatically:

1. Click on the Coefficient icon in your spreadsheet next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your HubSpot billing data will always be current in your Google Sheet without manual updates.

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 integrate your HubSpot Billing histories data with Google Sheets, enabling better financial tracking and analysis. Coefficient’s auto-refresh capabilities ensure your data stays current, eliminating the need for manual exports and updates.

connecting HubSpot to Google Sheetsuploading data to HubSpotFor more information on connecting HubSpot with Google Sheets, check out our related resources onand.