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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 merchant account data in HubSpot is essential for tracking financial relationships, but analyzing this data directly in HubSpot can be limiting. By importing your merchant account data into Google Sheets, you can create custom reports, perform advanced analysis, and share insights with your team.
This guide will show you how to seamlessly connect HubSpot to Google Sheets and import your merchant account data 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 Google Sheets
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Step 3:
Select and import Merchant account data
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Step 4:
Set up auto-refresh to keep your data current
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Step 5:
Create custom reports with your imported data
Step-by-Step Guide to Importing HubSpot Merchant Account Data
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 your Google Sheet
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, click on Extensions > Coefficient > Launch
- In the Coefficient sidebar, click “Import Data”
- Select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Merchant Account Data
Now that you’re connected to HubSpot, you can import your merchant account data:
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Merchant account” in the list of available objects
- Select the specific fields you want to import (e.g., merchant ID, name, status, etc.)
- Apply any filters if needed to narrow down the data
- Choose your destination in the spreadsheet
- Click “Import” to bring your merchant account data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
To ensure your merchant account data stays up-to-date, set up an automatic refresh schedule:
- Click on the “⋮” (three dots) menu next to your imported data
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly, etc.)
- Set the specific time and days for the refresh
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your merchant account 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
By following this guide, you can easily import your HubSpot Merchant account data into Google Sheets using Coefficient. This integration enables you to perform deeper analysis, create custom reports, and share insights with your team—all while maintaining a live connection to your HubSpot data.
For more information on connecting HubSpot to Google Sheets, check out these 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.
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