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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.”
Accessing your HubSpot Fundings data in Excel allows finance and RevOps teams to analyze investment data more effectively, create custom reports, and integrate this crucial information with other business metrics.
Rather than manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Step 2: Import HubSpot Fundings data by selecting the right object
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Step 3:
Step 3: Set up auto-refresh to keep your data updated on your preferred schedule
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Step 4:
Step 4: Build custom reports and dashboards with your Fundings data
Step-by-Step Guide to Import HubSpot Fundings Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
Begin by installing the Coefficient add-in for Excel:
- Open Excel and navigate 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 to your Excel
- Once installed, the Coefficient sidebar will appear in Excel
- Click on “Import from…” to see available data sources
- Select “HubSpot” from the list of connectors
- Follow the prompts to authorize and connect your HubSpot account
Step 2: Import Fundings Data from HubSpot
Now that you’ve connected HubSpot to Coefficient, follow these steps to import your Fundings data:
- In the Coefficient sidebar, select “Import from HubSpot”
- Choose “Objects” from the data import options
- Search for or scroll to find “Fundings” in the objects list
- Select the specific properties (columns) you want to import
- Apply any filters if needed to narrow down the data
- Click “Import” to pull the Fundings data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Fundings Data
To ensure your Fundings data stays up-to-date, set up an automated refresh schedule:
- Click on the menu icon (three dots) next to your imported data in the Coefficient sidebar
- Select “Auto-refresh” from the dropdown menu
- Choose your preferred refresh frequency (hourly, daily, weekly, or custom)
- Set the specific time or day for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
Available HubSpot Objects and Reports in Coefficient
Coefficient lets you import various HubSpot objects and datasets beyond just Fundings. 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
Now that you know how to import HubSpot Fundings data into Excel using Coefficient, you can create powerful dashboards, perform in-depth analysis, and keep your funding information up-to-date automatically. This seamless integration saves time and ensures that your team always has access to the most current data for making informed business decisions.
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.
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