How to Import Credit Data from HubSpot into Google Sheets

Tracking customer credit data from HubSpot in Google Sheets gives you more flexibility to analyze payment trends and financial health. Instead of manually exporting this data, you can create a live connection that updates automatically.

This guide will show you how to import HubSpot Credit data into Google Sheets using Coefficient, saving you time and ensuring your data stays current.

Step-by-Step Guide to Import HubSpot Credit Data 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 your Google Sheet
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 Coefficient from the Extensions menu
5. In the Coefficient 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 Credit Data from HubSpot

Now that you’re connected, you can import your Credit data:

1. In the Coefficient sidebar, select “Import from Objects”
2. From the list of available objects, find and select “Credit”
3. Choose the specific fields you want to import (e.g., credit amount, date issued, expiration date)
4. Apply any filters if needed to narrow down the data
5. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

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

1. Click on the Coefficient icon in your sheet to open the sidebar
2. Find your imported Credit data and click the three dots menu
3. Select “Schedule Refresh”
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Set the specific time and days for the refresh
6. Click “Save” to activate the auto-refresh schedule

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

Available HubSpot Objects and Data in Coefficient

Coefficient allows you to import various types of data from HubSpot beyond just Credit information. Here’s a comprehensive list of what’s available:

This is just a partial list. Coefficient supports all HubSpot objects, giving you complete access to your data for analysis in Google Sheets.

Frequently Asked Questions

Conclusion

Importing HubSpot Credit data into Google Sheets with Coefficient gives you powerful analysis capabilities without the hassle of manual exports. You can keep your data fresh with automatic updates, create custom reports, and share insights with your team.

By following the steps in this guide, you’ll be able to seamlessly connect your HubSpot Credit data to Google Sheets and leverage it for better financial tracking and decision-making.

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 Google Sheets
• HubSpot for Excel