How to Import HubSpot Listings Data into Excel

Accessing your HubSpot Listings data in Excel allows marketing teams to analyze property listings, track performance, and build custom reports—all without the hassle of manual exports.

In this guide, you’ll learn how to create a live connection between HubSpot and Excel that automatically imports and refreshes your Listings data.

Step-by-Step Guide to Importing HubSpot Listings into Excel

Step 1: Install Coefficient and Connect to HubSpot

Before you can import your HubSpot Listings data, you’ll need to install the Coefficient add-in for Excel and connect it to your HubSpot account.

1. Open Excel and navigate to the Insert tab
2. Click on “Get Add-ins” in the Add-ins section
3. Search for “Coefficient” in the Office Add-ins store
4. Click “Add” to install Coefficient
5. Once installed, open the Coefficient sidebar by clicking on Coefficient in the Home tab
6. Click “Import” to begin the data import process
7. Select “HubSpot” from the list of available connectors
8. Follow the authentication prompts to connect your HubSpot account

Step 2: Select and Import Listings Data

After connecting HubSpot, you’ll need to select the Listings object and configure your import preferences.

1. In the Coefficient sidebar, select “Import from Object” under the HubSpot connector
2. From the objects list, find and select “Listings”
3. Choose the specific columns you want to include in your import (e.g., listing ID, name, status, created date)
4. Apply any filters to narrow down the data if needed
5. Select your destination in the Excel sheet
6. Click “Import” to pull the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh for Live Data

To ensure your Listings data stays current, set up an automatic refresh schedule.

1. In the Coefficient sidebar, navigate to the “Automations” tab
2. Select the HubSpot Listings data import you just created
3. Click “Schedule Refresh”
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Set the specific times and days for the refresh
6. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Excel spreadsheet will always display the most current HubSpot Listings data without requiring manual updates.

Available HubSpot Objects and Reports in Coefficient

Coefficient allows you to import various types of data from HubSpot. Besides Listings, you can access the following objects and reports:

Frequently Asked Questions

By following this guide, you can efficiently import your HubSpot Listings data into Excel and keep it automatically updated. This workflow saves time, eliminates manual data exports, and ensures you’re always working with the most current information for your analysis and reporting needs.