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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 HubSpot licenses efficiently is crucial for controlling costs and optimizing your marketing tech stack. By importing license data directly into Excel, you can better analyze usage, track costs, and make informed decisions about your HubSpot subscription.
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 via Coefficient
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Step 3:
Select Licenses from the available objects
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Step 4:
Import the data to Excel and configure auto-refresh settings
Step-by-Step Guide to Import HubSpot Licenses Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate 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 on the Coefficient icon
- Click “Import Data” and select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient to access your data
Step 2: Select and Import the Licenses Object
- In the Coefficient sidebar, select “Import from Object”
- Browse through the available objects and select “Licenses”
- Choose the specific fields you want to import (e.g., License ID, Type, Associated Users, Start Date, Expiration Date)
- Apply any filters if needed to refine your data
- Click “Import” to bring the licenses data into your Excel spreadsheet
Step 3: Configure Auto-Refresh Settings (Optional)
- To ensure your license data stays current, set up an automatic refresh schedule
- Click the “Auto-refresh” button in the Coefficient sidebar
- Choose your preferred frequency (hourly, daily, weekly, etc.)
- Set specific times or days for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
Once imported, you can leverage Excel’s powerful functionality to analyze your HubSpot license data. Create pivot tables to understand usage patterns, build dashboards to monitor costs, or set up conditional formatting to highlight licenses nearing expiration.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various types of data from HubSpot beyond just Licenses. Here’s a comprehensive list of objects you can access:
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