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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 HubSpot Invoices data directly in Excel allows for better financial analysis and reporting. Rather than manually exporting data that quickly becomes outdated, you can establish a live connection between HubSpot and Excel.
In this guide, you’ll learn how to import Invoices data from HubSpot into Excel using Coefficient.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your HubSpot account to Coefficient
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Step 3:
Select Invoices as the data object to import
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Step 4:
Configure your desired fields and filters
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Step 5:
Set up auto-refresh to keep your data updated
Step-by-Step Guide to Importing HubSpot Invoices into Excel
Step 1: Install Coefficient and Connect to HubSpot
To get started, you’ll need to install the Coefficient add-in and connect it to your HubSpot account:
- Open Excel and go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install Coefficient
- Once installed, click on the Coefficient icon in your Excel ribbon
- In the Coefficient sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Import Invoices Data from HubSpot
After connecting to HubSpot, you can import your Invoices data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse through the list of available objects and select “Invoices”
- Choose the specific fields you want to import (e.g., invoice number, amount, date, status)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel worksheet
Step 3: Set Up Auto-Refresh for Your HubSpot Data
To ensure your Excel spreadsheet always has the most up-to-date information from HubSpot:
- Click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Optionally, set up notifications for when data changes
- Click “Save” to activate your auto-refresh schedule
With auto-refresh enabled, your Excel spreadsheet will automatically update with the latest HubSpot Invoices data according to your chosen schedule.
HubSpot Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
- Partners
- Payments
- Postal mail
- Prospects
- Programs
Additional Benefits of Using Coefficient for HubSpot Invoices
Beyond the basic import functionality, Coefficient offers several advantages for managing your HubSpot Invoices data in Excel:
- Data Transformation: Easily manipulate and transform your invoice data using Excel’s powerful calculation features
- Custom Dashboards: Create visual dashboards to track invoice metrics and payment trends
- Cross-Data Analysis: Combine your HubSpot Invoices data with other data sources for comprehensive financial analysis
- Scheduled Reports: Set up automated email reports to share invoice data with stakeholders
Conclusion
Importing HubSpot Invoices data into Excel using Coefficient transforms how you manage and analyze your financial information. With real-time data synchronization, automatic refreshes, and powerful Excel functionality, you can create more insightful financial reports and dashboards.
Start using Coefficient today to streamline your workflow and make better-informed financial decisions based on your HubSpot Invoices data.
Install Coefficient for ExcelReady to get started?and connect to your HubSpot account in minutes.
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