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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 credit data across HubSpot and Excel can be challenging when you’re constantly exporting CSVs that quickly become outdated. A direct connection between these platforms streamlines your financial processes and ensures data accuracy.
In this guide, you’ll learn how to import HubSpot Credit data directly into Excel using Coefficient for real-time reporting.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect to your HubSpot account
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Step 3:
Select Credit data from HubSpot objects
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Step 4:
Import the data and set up auto-refresh schedules
Step-by-Step Guide to Importing HubSpot Credit Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel
- Go to the Insert tab in the ribbon
- Click on Get Add-ins
- Search for “Coefficient” and click “Add”
- Once installed, Coefficient will appear in your sidebar
- Click on “Import” in the Coefficient sidebar
- Select “Import from HubSpot”
- Log in to your HubSpot account when prompted
- Authorize Coefficient to access your HubSpot data
Step 2: Import Credit Data from HubSpot
- In the Coefficient import panel, select “Objects” as the data type
- From the dropdown menu, select “Credit”
- Choose the specific Credit fields you want to import (e.g., amount, date, customer, etc.)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the Credit data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional but Recommended)
- Click on the “Auto-refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate automatic data updates
That’s it! Your HubSpot Credit data is now available in Excel and will stay updated according to your refresh settings. You can now create custom reports, charts, and analysis using familiar Excel tools while working with the most current data.
Available HubSpot Objects and Reports in Coefficient
Coefficient allows you to import various data types from HubSpot. Here’s a list of the available objects you can import:
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
Frequently Asked Questions
Get started with Coefficient for ExcelReady to streamline your HubSpot Credit data management?today and transform how you work with HubSpot data.
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