How to Import Households Data from HubSpot into Excel

Managing HubSpot Households data in Excel empowers you to analyze family relationships, track household-level metrics, and create custom reports that HubSpot’s native interface may not support.

In this guide, you’ll learn how to import your HubSpot Households data directly into Excel using Coefficient.

Step-by-Step Guide to Import HubSpot Households into Excel

Step 1: Install Coefficient and Connect to HubSpot

• Open Excel and go to the Insert tab
• Click on Get Add-ins and search for “Coefficient”
• Install the Coefficient add-in from the Office Add-ins store
• Once installed, open the Coefficient sidebar by clicking the Coefficient icon
• Click on “Import Data” and select “HubSpot” from the list of available connectors
• Follow the authentication process to connect your HubSpot account

Step 2: Import HubSpot Households Data

• In the Coefficient sidebar, select “Import from HubSpot”
• Choose “Objects” as the data type
• From the list of available objects, select “Households”
• Select the specific properties (columns) you want to import
• Add any filters if needed to narrow down the data
• Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

• To keep your Households data up to date, click on the refresh icon next to your imported data
• Select “Schedule Refresh” to set up automatic updates
• Choose your preferred frequency (hourly, daily, weekly)
• Set the specific time for the refresh to occur
• Click “Save” to confirm your auto-refresh settings

Available HubSpot Objects and Data in Coefficient

Coefficient allows you to import a wide range of data from HubSpot beyond just Households. Here’s a comprehensive list of objects you can access:

Frequently Asked Questions