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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.”
Custom objects in HubSpot store specialized business data that doesn’t fit standard objects. Bringing this data into Excel lets you analyze it alongside other information for more comprehensive business insights.
This guide shows you how to import HubSpot custom objects into Excel using Coefficient, creating a live connection that keeps your data fresh.
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:
Import custom objects data via the Coefficient sidebar
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Step 4:
Set up auto-refresh to keep data updated automatically
How to Import HubSpot Custom Objects into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and go to the Insert tab
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- After installation, open the Coefficient sidebar and click “Import Data”
- Select “HubSpot” from the list of available connectors
- Log in with your HubSpot credentials when prompted
Step 2: Import Custom Objects Data
- In the Coefficient sidebar, click on “Import from HubSpot”
- Select “Objects” from the import options
- Choose “Custom objects” from the list of available objects
- Select the specific custom object you want to import
- Choose the properties (columns) you want to include
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel worksheet
Step 3: Set Up Auto-Refresh (Optional)
- Click the “Refresh” button in the Coefficient sidebar to manually update your data
- To set up automatic refreshes, click the “⚙️” icon next to the “Refresh” button
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times and days for refreshes if needed
- Click “Save” to apply your auto-refresh settings
Now you have successfully imported your HubSpot custom objects data into Excel. You can analyze this data, create reports, or use Excel formulas to derive insights that help your business decisions.
HubSpot Data Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Conclusion
Importing HubSpot custom objects into Excel using Coefficient gives you the flexibility to work with your specialized business data in a familiar spreadsheet environment. By following the steps in this guide, you can easily create a direct connection between HubSpot and Excel that keeps your data fresh and accurate.
Whether you’re building custom reports, performing data analysis, or creating dashboards, having your HubSpot custom objects data in Excel opens up numerous possibilities for gaining deeper insights into your business operations.
Related Resources
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How to Import ARR Data from HubSpot into Google Sheets
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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.
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