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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 Merchant Account data in Excel allows for deeper analysis and integration with your financial reporting systems. Instead of manual exports that quickly become outdated, you can establish a live connection that automatically updates.
In this guide, you’ll learn exactly how to import HubSpot Merchant Account data into Excel efficiently and keep it current.
TLDR
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Step 1:
Step 1: Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Step 2: Import Merchant Account data by selecting it from available HubSpot objects
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Step 3:
Step 3: Configure your data with filters and field selections
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Step 4:
Step 4: Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Import HubSpot Merchant Account Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
To begin importing HubSpot data into Excel, you first need to install the Coefficient add-in:
- Open Excel
- Go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, open the Coefficient sidebar
- Click “Import from…” and select “HubSpot” from the list of available connectors
- Follow the authentication steps to connect your HubSpot account
Step 2: Import Merchant Account Data
After connecting to HubSpot, follow these steps to import your Merchant Account data:
- In the Coefficient sidebar, select “Import from Objects”
- From the list of available objects, search for and select “Merchant account”
- Choose the specific fields you need from the Merchant account object
- Apply any filters to narrow down the data (optional)
- Click “Import” to bring the data into your Excel worksheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Excel spreadsheet always contains the most current HubSpot Merchant Account data:
- Click on the “Auto-refresh” option in the Coefficient sidebar
- Select your preferred refresh frequency (hourly, daily, weekly)
- Choose the specific time and days for the refresh to occur
- Click “Save” to apply your auto-refresh settings
Now your HubSpot Merchant Account data will automatically update in Excel according to your specified schedule, ensuring you always have the most current information for your analysis and reporting.
Available HubSpot Objects in Coefficient
Coefficient allows you to import various HubSpot objects besides Merchant account. Here’s a comprehensive list of available objects you can import into Excel:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
Frequently Asked Questions
Get started with Coefficient for ExcelReady to streamline your HubSpot data workflows?today and transform how you work with HubSpot Merchant account data.
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