)
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.”
Managing employee data from HubSpot directly in Excel helps teams streamline employee information analysis and reporting without constant manual exports.
This guide will show you how to connect HubSpot to Excel using Coefficient, allowing you to import and automatically refresh your employee data.
TLDR
-
Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to HubSpot
-
Step 2:
Step 2: Select Employees as your data object from the HubSpot import options
-
Step 3:
Step 3: Choose the specific employee fields you want to import
-
Step 4:
Step 4: Set up auto-refresh to keep your employee data updated
How to Import HubSpot Employees Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click Get Add-ins
- Search for “Coefficient” and click Add
- Once installed, click the Coefficient icon in your Excel ribbon
- In the Coefficient sidebar, click “Import”
- Select “HubSpot” from the list of data sources
- Follow the prompts to authorize your HubSpot account
Step 2: Select and Import the Employees Object
- After connecting to HubSpot, select “Import from Objects”
- Scroll through the list of available objects or use the search bar to find “Employees”
- Click on “Employees” to select it
- You’ll see a preview of the available employee data fields
- Select the specific fields you want to import (e.g., name, email, title, department)
- Choose where in your Excel sheet you want the data to appear
- Click “Import” to bring the data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- Once your data is imported, click on the “Schedule Refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to confirm your auto-refresh settings
With auto-refresh enabled, your HubSpot employee data will automatically update according to your specified schedule, ensuring you always have the most current information in your Excel spreadsheet.
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
Analyzing Your HubSpot Employee Data in Excel
Once you’ve imported your HubSpot Employees data into Excel, you can take advantage of Excel’s powerful features to analyze the information:
- Create pivot tables to analyze employee distribution by department or role
- Build visualization charts to understand team composition
- Apply Excel formulas to calculate metrics like department size or tenure
- Set up conditional formatting to highlight key employee information
With Coefficient’s auto-refresh capability, any analysis or dashboards you create will stay up-to-date without manual intervention.
Conclusion
Importing HubSpot Employees data into Excel with Coefficient provides a seamless way to analyze, report on, and maintain accurate employee information. By following the steps outlined in this guide, you’ll be able to access your HubSpot employee data in Excel, keep it automatically updated, and leverage Excel’s powerful features for better workforce analytics.
Ready to streamline your HubSpot employee data management? Install the Coefficient add-in for Excel today and transform how you work with your HubSpot data.
Related Resources
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
