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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 your dealer network in HubSpot is essential, but analyzing this data in Excel gives you more flexibility for custom reporting and data visualization. Rather than manually exporting data that quickly becomes outdated, you can establish a live connection.
In this guide, you’ll learn how to import HubSpot Dealers data into Excel using Coefficient’s powerful data integration capabilities.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store in Excel
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Step 2:
Step 2: Connect to your HubSpot account and select Dealers data to import
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Step 3:
Step 3: Configure your data import preferences and import to Excel
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Step 4:
Step 4: Set up auto-refresh to keep your dealer data updated automatically
Step-by-Step Guide to Import HubSpot Dealers Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
To begin importing your HubSpot Dealers data into Excel, you’ll first need to install the Coefficient add-in:
- 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 “Add” to install
- Once installed, click on the Coefficient icon to open the sidebar
- Click “Import” to see available data sources
- Select “HubSpot” from the list of connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import Your Dealers Data
After connecting to HubSpot, you can now select and import your Dealers data:
- In the Coefficient sidebar, click on “Import from HubSpot”
- Under Objects, select “Dealers” from the dropdown menu
- Choose the specific fields you want to import (like dealer name, location, sales volume, etc.)
- Apply any filters to narrow down your data if needed
- Click “Import” to bring your Dealers data into Excel
Step 3: Set Up Auto-Refresh for Your Data
To ensure your Excel spreadsheet always contains the most up-to-date information, set up auto-refresh for your imported Dealers data:
- Click on the imported data table
- In the Coefficient sidebar, click on “Set Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific days and times if needed
- Click “Save” to activate automatic refreshes
With auto-refresh enabled, your Excel spreadsheet will always reflect the latest data from your HubSpot Dealers object without any manual intervention.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot beyond just Dealers information. Here’s a complete list of available objects you can import:
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
With Coefficient, managing your HubSpot Dealers data in Excel becomes a seamless process. By following the steps outlined in this guide, you can establish a reliable data pipeline that keeps your Excel spreadsheets in sync with your HubSpot data, enabling better decision-making and more efficient dealer management.
Get started with Coefficient for ExcelReady to streamline your HubSpot data workflows?today and transform how you work with your dealer data.
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