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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 customer onboarding data in HubSpot is essential for tracking implementation progress, but analyzing this information in Excel provides greater flexibility for reporting and collaboration.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection between HubSpot and Excel.
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:
Use Coefficient to import Onboarding data from HubSpot into Excel
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Step 3:
Configure filters to customize the data you import
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Step 4:
Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Import HubSpot Onboarding Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and go to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Click Add to install the Coefficient add-in
- Once installed, open the Coefficient sidebar and click “Import”
- Select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient to access your data
Step 2: Import Onboarding Data
- In the Coefficient sidebar, select “Import from Objects”
- Browse or search for “Onboarding” from the list of available objects
- Select the columns you want to import (you can choose all or specific fields)
- Apply any filters to narrow down the data (optional)
- Click “Import” to bring the Onboarding data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional but Recommended)
- With your data imported, click on the “Auto-refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
- Set specific times for the refresh to occur
- Click “Set” to confirm your auto-refresh settings
Now your HubSpot Onboarding data will be automatically updated in Excel according to your specified 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 the objects available:
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 connecting your HubSpot and Excel using Coefficient, you can streamline your customer onboarding reporting process and ensure your team always has access to the latest data for analysis and decision-making.
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 Onboarding data from HubSpot?
To get Onboarding data from HubSpot, you can use the HubSpot interface to navigate to Onboarding records and export them manually as CSV files. This process can be time-consuming and results in static data. Alternatively, Coefficient provides a seamless way to import this data directly into Excel with just a few clicks, keeping it automatically updated.
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How do I get a list of Onboarding in HubSpot?
In HubSpot, you can view Onboarding records by navigating to the appropriate section in your account, applying filters as needed, and creating a custom view. For a more efficient solution, Coefficient allows you to import a complete list of Onboarding data into Excel and apply custom filters directly in your spreadsheet.
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How do I import Onboarding from Excel to HubSpot?
To import Onboarding data from Excel to HubSpot: 1. Format your Excel file according to HubSpot requirements 2. In HubSpot, navigate to the import section 3. Upload your Excel file and map the columns 4. Complete the import process Coefficient simplifies this with two-way sync capabilities, allowing you to push Excel data back to HubSpot with just a few clicks.
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How do I update Onboarding from Excel to HubSpot?
Updating Onboarding data from Excel to HubSpot traditionally requires exporting data, making changes, and reimporting. This is prone to errors and versioning issues. Coefficient offers a more streamlined approach with its writeback feature that lets you update HubSpot Onboarding data directly from Excel, ensuring your changes sync accurately with your HubSpot database.
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How do I download Onboarding data from HubSpot?
To download Onboarding data from HubSpot, navigate to the Onboarding section, select the records you want to export, and click the export button to download as a CSV or Excel file. For a more efficient approach, Coefficient automates this process by creating a direct connection between HubSpot and Excel, eliminating manual exports entirely.
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