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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.”
Accessing your HubSpot Carts data directly in Excel allows marketing and sales teams to analyze abandoned carts, track customer behavior, and optimize conversion strategies. Rather than dealing with cumbersome manual exports, you can establish a live connection that keeps your data current.
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 Carts data by selecting it from the HubSpot objects list
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Step 3:
Step 3: Configure columns, apply filters if needed, and import the data to your Excel spreadsheet
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Step 4:
Step 4: Set up auto-refresh to keep your Carts data updated automatically
How to Import HubSpot Carts Data into Excel
Follow these simple steps to import your HubSpot Carts data directly into Excel using Coefficient:
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon
- Click “Import Data” and select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Import HubSpot Carts Data
- In the Coefficient sidebar, click “Import Data” and select “HubSpot”
- Choose “Import from Objects” (not “Import from Reports”)
- From the list of available objects, scroll down and select “Carts”
- Select the columns you want to import (e.g., Cart ID, Customer, Created Date, Items, Status, etc.)
- Apply any filters if needed to narrow down the dataset
Step 3: Configure Auto-Refresh (Optional)
- After importing your data, click on the “Auto-refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency: hourly, daily, or weekly
- Set specific times for the refresh to occur
- Click “Save” to activate automatic data updates
Your HubSpot Carts data will now be imported into Excel, and with auto-refresh enabled, it will stay up-to-date according to your set schedule. This eliminates the need for manual exports and ensures you’re always working with the latest data.
Analyzing Your HubSpot Carts Data in Excel
Once you’ve imported your Carts data, you can leverage Excel’s powerful features to gain valuable insights:
- Create pivot tables to analyze cart abandonment patterns by time, customer segment, or product
- Build charts and graphs to visualize cart conversion rates
- Use Excel formulas to calculate metrics like average cart value or abandoned cart recovery rate
- Create dashboards that combine Carts data with other HubSpot objects for comprehensive reporting
Available HubSpot Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
- Partners
- Payments
- Postal mail
- Prospects
- Programs
- Projects
Related Resources
- How to Connect HubSpot to Google Sheets
- Export HubSpot Contacts to Excel or Google Sheets
- HubSpot Writebacks: How to Upload Data to HubSpot
- HubSpot for Excel
Conclusion
Importing HubSpot Carts data into Excel using Coefficient transforms how you analyze and leverage your e-commerce information. The direct connection eliminates manual exports, ensures your data stays current with auto-refresh, and puts powerful Excel analysis tools at your fingertips.
Whether you’re tracking abandoned carts, analyzing customer purchasing behavior, or optimizing your sales funnel, having your HubSpot Carts data in Excel gives you the flexibility and analytical power you need to drive business decisions.
Start using Coefficient today to streamline your HubSpot data workflows and unlock deeper insights from your Carts data.
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