)
Written by
Table of Contents
“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.”
Tracking and analyzing HubSpot discount data is essential for understanding sales performance and promotion effectiveness. By importing this data directly into Excel, you can build custom reports and gain deeper insights without constant manual exports.
In this guide, you’ll learn how to seamlessly connect HubSpot to Excel and import Discounts data using Coefficient.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect your HubSpot account to Coefficient
-
Step 3:
Select Discounts from the HubSpot objects list
-
Step 4:
Configure columns and filters as needed
-
Step 5:
Import the data to your Excel spreadsheet
-
Step 6:
Set up auto-refresh to keep discount data current
Step-by-Step Guide to Import HubSpot Discounts Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
To get started with importing HubSpot Discounts data into Excel:
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, click on the Coefficient icon to open the sidebar
- Select “Import Data” from the menu
- Choose “HubSpot” from the list of available data sources
- Log in to your HubSpot account when prompted and authorize the connection
Step 2: Import Discounts Data from HubSpot
Once connected to HubSpot, follow these steps to import your Discounts data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse through the available HubSpot objects and select “Discounts”
- Choose the specific fields you want to import (e.g., discount name, amount, type, start date, end date, associated deals)
- Apply any filters if you only want to view specific discounts (optional)
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Discounts Data
To ensure your discount data stays current without manual updates:
- In your Excel spreadsheet with the imported data, click on the Coefficient sidebar
- Find your Discounts import in the imports list
- Click the three dots (…) and select “Configure Auto-Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times or days for the refresh to occur
- Click “Save” to activate automatic updates
With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date discount information from HubSpot, allowing you to monitor promotions and analyze their impact accurately.
Available HubSpot Objects in Coefficient
In addition to Discounts, Coefficient lets you import many other HubSpot objects. Here’s a comprehensive list of what’s available:
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
Importing HubSpot Discounts data into Excel with Coefficient streamlines your analytics process and ensures you always have access to current information. By following this guide, you can create powerful, auto-updating dashboards that provide valuable insights into your discount strategies and their impact on your business.
Get started with Coefficient todayReady to improve how you analyze your HubSpot discount data?and transform your Excel reporting workflow.
Related HubSpot Use Cases
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.
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.
Trusted By Over 50,000 Companies
