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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 Line Items data in Excel gives you more flexibility for analysis and reporting. By connecting HubSpot directly to Excel, you can access real-time data without the hassle of manual exports.
In this guide, we’ll show you how to import HubSpot Line Items into Excel using Coefficient.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Select Line Items from the available objects in HubSpot
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Step 3:
Choose the fields you want to import
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Step 4:
Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Importing HubSpot Line Items into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab in the ribbon
- Click on “Get Add-ins” to open the Office Add-ins store
- Search for “Coefficient” and click “Add” to install it
- Once installed, open the Coefficient sidebar by clicking on Coefficient in the Home tab
- In the sidebar, click on “Import” and select “Import from HubSpot”
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Line Items Data
- In the Coefficient sidebar, select “Import from Object” option
- From the list of available objects, find and select “Line Items”
- Choose the specific fields you want to import (e.g., Product name, Quantity, Price, etc.)
- Apply any filters if needed to narrow down the data set
- Click “Import” to bring the Line Items data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- With your data imported, click on the “Refresh” button in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Set specific times for refreshes to occur
- Click “Save” to confirm your auto-refresh settings
That’s it! Your HubSpot Line Items data is now in Excel and can be automatically refreshed according to your schedule. You can use Excel’s powerful features to analyze, visualize, and report on this data.
Available HubSpot Objects and Reports
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
More Objects
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
Frequently Asked Questions
By following this guide, you can quickly and efficiently import your HubSpot Line Items data into Excel using Coefficient. This integration saves you time by eliminating manual exports and gives you access to real-time data for more accurate reporting and analysis.
Related HubSpot Use Cases
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.
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.
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.
Frequently Asked Questions
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How to get Line items from HubSpot?
You can get Line items from HubSpot by exporting them manually through the HubSpot interface or using the HubSpot API. The manual process involves navigating to your Line items section, selecting the data you want, and downloading a CSV file.For a more efficient approach, Coefficient lets you import Line items directly into Excel with just a few clicks and keeps the data fresh automatically.
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How do I get a list of Line items in HubSpot?
To get a list of Line items in HubSpot, navigate to the Sales → Products section in your HubSpot account. From there, you can view all your Line items and filter them based on various criteria.Alternatively, Coefficient allows you to import a complete list of Line items directly into Excel where you can sort, filter, and analyze them more flexibly.
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How do I import Line items from Excel to HubSpot?
To import Line items from Excel to HubSpot:
- Format your Excel file according to HubSpot’s requirements
- In HubSpot, go to Sales → Products
- Click “Import” and follow the prompts to upload your file
Coefficient simplifies this process with two-way sync, allowing you to push updated Line items data from Excel back to HubSpot with a few clicks.
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How do I update Line items from Excel to HubSpot?
To update Line items from Excel to HubSpot, you typically need to export your current data, make changes in Excel, then re-import using HubSpot’s import tool with the “update” option selected.Coefficient streamlines this with its “Export to HubSpot” feature, allowing you to make changes in Excel and push them directly back to HubSpot without the complex export-import cycle.
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How to automate importing HubSpot Line items to Google Sheets daily?
While you can manually export HubSpot Line items and import them to Google Sheets, this becomes tedious for daily updates. You could create a custom script using HubSpot’s API, but this requires coding skills.Coefficient offers a simpler solution: after connecting HubSpot to Excel, use the “Schedule Refresh” feature to set daily automatic updates at your preferred time.
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