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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 invoice data from HubSpot in Google Sheets gives finance and revenue operations teams better visibility into cash flow and customer payment patterns. Instead of manual exports that quickly become outdated, you can create a live connection to your HubSpot invoice data.
In this guide, you’ll learn how to import HubSpot Invoices directly into Google Sheets using Coefficient.
TLDR
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Step 1:
Install Coefficient from the Google Workspace Marketplace
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Step 2:
Connect your HubSpot account to Coefficient
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Step 3:
Select Invoices from the HubSpot objects list
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Step 4:
Choose the fields you want to import
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Step 5:
Set up auto-refresh to keep your invoice data current
Step-by-Step Guide to Import HubSpot Invoices into Google Sheets
Step 1: Install Coefficient and Connect to HubSpot
First, you’ll need to install the Coefficient add-on and connect it to your HubSpot account:
- Open your Google Sheet
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open Coefficient from the Extensions menu
- In the Coefficient sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import HubSpot Invoices Data
Now that you’re connected to HubSpot, you can import your Invoices data:
- In the Coefficient sidebar, select “Import from Objects”
- From the list of available objects, find and select “Invoices”
- Choose the specific fields you want to import (e.g., Invoice Number, Amount, Status, Due Date, Customer)
- Apply any filters if needed to narrow down the data
- Select where in your spreadsheet you want the data to appear
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh for Your Invoice Data
To ensure your invoice data stays current, set up an automatic refresh schedule:
- In the Coefficient data panel above your imported data, click on the “Refresh” dropdown
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate your auto-refresh schedule
With auto-refresh enabled, your HubSpot invoice data will automatically update according to your schedule, ensuring you always have the most current information for analysis and reporting.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot beyond just Invoices. Here’s a list of available objects you can import:
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
By following this guide, you can easily import your HubSpot Invoices data into Google Sheets using Coefficient, enabling better financial analysis and reporting. The auto-refresh feature ensures your data stays current, while the various automation options help streamline your workflow.
connecting HubSpot to Google Sheetsuploading data to HubSpotFor more information on connecting HubSpot with your spreadsheets, check out our related resources onand.
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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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