)
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.”
Managing contracts in HubSpot is crucial for understanding your business relationships, but analyzing this data in Excel unlocks powerful reporting capabilities not available in HubSpot’s native interface.
Instead of using manual exports that quickly become outdated, a live connection ensures you’re always working with the most current contract information.
TLDR
-
Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
-
Step 2:
Step 2: Use the Coefficient sidebar to import Contracts data from HubSpot
-
Step 3:
Step 3: Configure columns, filters, and automatic refresh schedules as needed
-
Step 4:
Step 4: Analyze your contracts data with Excels powerful tools and features
How to Import HubSpot Contracts Data into Excel
Let’s break down the process of importing your HubSpot Contracts data into Excel using Coefficient:
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab in the ribbon
- Click on “Get Add-ins” to open the Office Add-ins store
- Search for “Coefficient” and click Install
- Once installed, open the Coefficient sidebar by clicking on the Coefficient icon
- Select “Import” from the main menu
- Choose “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Import Contracts Data from HubSpot
- In the Coefficient sidebar, select “Import from Object”
- Scroll through the available objects or use the search function to find “Contracts”
- Select “Contracts” from the list
- Choose the specific properties (columns) you want to import, such as contract value, start date, end date, status, etc.
- Apply any filters if you only want to import specific contracts (e.g., active contracts, contracts above a certain value)
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- Once your data is imported, click on the “Auto-refresh” option in the Coefficient sidebar
- Choose your preferred refresh schedule (hourly, daily, weekly)
- Select specific days and times for the refresh to occur
- Click “Save” to activate automatic refreshing of your contract data
With your HubSpot Contracts data now in Excel, you can leverage Excel’s powerful analytical features to gain insights into your contracts. Create pivot tables to analyze contract values by customer segment, use formulas to calculate renewal rates, or build visualizations to track contract performance over time.
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Invoicing plans
- Invoices
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
Related HubSpot Use Cases
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
Trusted By Over 50,000 Companies
