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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.”
Accessing your HubSpot Line Items data in Google Sheets can transform how you analyze sales transactions, track product performance, and report on revenue metrics. Instead of manual exports that quickly become outdated, you can establish a live connection that keeps your data fresh.
In this guide, you’ll learn exactly how to import Line Items data from HubSpot to 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 Line Items 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 data updated automatically
Step-by-Step Guide to Importing HubSpot Line Items 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 Google Sheets
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the 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 Line Items Data
Now that you’re connected to HubSpot, you can import your Line Items data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Line Items” in the objects list
- Select the specific fields you want to import (e.g., name, quantity, price, associated deal, etc.)
- Apply any filters if needed to narrow down the data
- Choose 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 (Optional)
To ensure your Line Items data stays up-to-date, set up an automatic refresh schedule:
- In your Google Sheet, click on any cell within your imported data
- Open the Coefficient sidebar and click on the “Refresh” button
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Confirm your settings to activate the auto-refresh
With auto-refresh enabled, your HubSpot Line Items 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. 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
Conclusion
Importing your HubSpot Line Items data into Google Sheets with Coefficient gives you the flexibility to create custom reports and dashboards while maintaining a live connection to your data. This approach eliminates manual exports and ensures your analysis is always based on the most current information.
With the ability to schedule automatic refreshes, you can build reliable reporting workflows that save time and reduce the risk of errors. Start leveraging the power of Coefficient today to transform how you work with your HubSpot Line Items data.
Related Resources
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 access Line Items in HubSpot by navigating to your Sales > Products section. From there, you can view all line items associated with your deals. For easier analysis and reporting, Coefficient allows you to import this data directly into Google Sheets with just a few clicks.
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How do I get a list of Line Items in HubSpot?
In HubSpot, you can view line items by going to Sales > Products and filtering by the deals they’re associated with. This process can be time-consuming for large datasets. Coefficient streamlines this by letting you import all line items at once into Google Sheets, where you can sort, filter, and analyze them more efficiently.
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How to automate importing HubSpot Line Items to Google Sheets daily?
To automate daily imports:
- Import your Line Items data using Coefficient
- Click on any cell in your imported data
- Open Coefficient and click “Refresh”
- Select “Schedule Refresh” and choose “Daily”
- Set your preferred time and save
Coefficient will now automatically update your data every day.
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How do I import Line Items from Google Sheets to HubSpot?
To import line items from Google Sheets to HubSpot, you first need to format your data according to HubSpot’s requirements. This typically includes product name, quantity, price, and associated deal ID. While HubSpot offers a manual CSV import option, Coefficient provides a more streamlined two-way sync that allows you to push data directly from Google Sheets to HubSpot.
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How do I download Line Items data from HubSpot?
HubSpot allows you to export line items data by going to Sales > Products, selecting the items you want, and clicking Export. This creates a static CSV file. For a more dynamic solution, Coefficient lets you import this data directly into Google Sheets where it can be automatically refreshed, ensuring you always have the most current information.
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