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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 invoicing plans in HubSpot is crucial for financial tracking, but analyzing this data in Excel gives you more flexibility for reporting and forecasting. Instead of manual exports, you can create a direct connection that keeps your data fresh.
This guide shows you how to import HubSpot Invoicing Plans directly 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 to your HubSpot account
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Step 3:
Select Invoicing Plans from HubSpot Objects
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Step 4:
Import the data into your Excel spreadsheet
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Step 5:
Set up auto-refresh schedules to keep data current
How to Import HubSpot Invoicing Plans into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and go to the Insert tab in the ribbon
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Install Coefficient
- Once installed, click on the Coefficient icon to open the sidebar
- Select “Import” from the menu options
- Click on “HubSpot” from the list of available connectors
- Log in with your HubSpot credentials when prompted
Step 2: Select and Import Invoicing Plans Data
- In the Coefficient sidebar, select “Import from Object”
- From the list of available objects, locate and select “Invoicing plans”
- Choose the specific fields you want to import (e.g., plan name, amount, start date, customer)
- Apply any filters if needed to narrow down your data
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Your Data (Optional)
- Click on the refresh icon next to your imported data in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Configure additional refresh settings if needed
- Click “Save” to confirm your auto-refresh schedule
Available HubSpot Objects and Reports in Coefficient
Coefficient allows you to import various types of data from HubSpot. Here’s a list of the objects you can access:
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