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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 Deal Split data from HubSpot in Excel gives sales teams powerful analytics capabilities and better revenue tracking. Instead of manually exporting this information, you can create a live connection that refreshes automatically.
In this guide, we’ll show you exactly how to import HubSpot Deal Split data into Excel using Coefficient.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Select Import and choose Deal split from the available HubSpot objects
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Step 3:
Configure columns, filters, and import your data into Excel
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Step 4:
Set up auto-refresh to keep your data updated automatically
How to Import HubSpot Deal Split Data into Excel
Follow these steps to import your HubSpot Deal Split data directly into Excel.
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” and install it from the Office Add-ins store
- Once installed, open the Coefficient sidebar from the Home tab
- Click “Import” and select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Select Deal Split Object and Configure Your Import
- In the Coefficient sidebar, click on “Import from HubSpot”
- Select “Objects” as the data source type
- Choose “Deal split” from the list of available objects
- Select the columns you want to import (e.g., Deal ID, Amount, Owner, Creation Date)
- Apply any filters if needed to narrow down your results
- Preview your data and click “Import” to bring it into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- Once your data is imported, click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule refresh” to set up automatic updates
- Choose your preferred frequency: hourly, daily, or weekly
- Coefficient will now automatically update your Deal Split data according to your schedule
With these steps completed, you now have live HubSpot Deal Split data in your Excel spreadsheet that can be refreshed automatically!
Available HubSpot Objects and Data in Coefficient
Coefficient allows you to import a wide range of objects from HubSpot. Here’s a list of the available data you can access:
Objects
- Arr
- Billing histories
- Calls
- Clients
- Companies
- Contacts
- Contracts
- Custom objects
- Deal lists
- Dealers
- Demos
- Emails
- Leads
- Blueprints
- Carts
- Company lists
- Contact lists
- Communications
- Credit
- Deal history
- Deal split
- Deals
- Discounts
- Employees
Frequently Asked Questions
By following this guide, you can efficiently import and manage your HubSpot Deal Split data in Excel using Coefficient. This integration saves time, ensures data accuracy, and provides powerful analysis capabilities for your sales team.
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