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Accessing your HubSpot Orders data in Excel helps sales and operations teams track revenue, analyze order trends, and create custom reports without constantly logging into HubSpot.
This guide shows you how to easily import Orders data from HubSpot directly into Excel using Coefficient, eliminating manual exports and keeping your data fresh.
TLDR
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Step 1:
Step 1: Install Coefficient add-in from the Office Add-ins store
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Step 2:
Step 2: Connect your HubSpot account and select Orders from available objects
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Step 3:
Step 3: Choose the specific fields you need and import the data
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Step 4:
Step 4: Set up automatic data refreshes to keep your Orders data updated
Step-by-Step Guide to Import HubSpot Orders into Excel
Step 1: Install Coefficient and Connect HubSpot
Before you can import your HubSpot Orders data, you’ll need to install the Coefficient add-in for Excel and connect your HubSpot account.
- Open Excel and go to the Insert tab
- Click on Get Add-ins and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Once installed, open the Coefficient sidebar and click on “Import”
- Select “HubSpot” from the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Select and Import Orders Data
Once you’ve connected HubSpot, you’ll need to select the Orders object and choose which specific data fields to import.
- In the Coefficient sidebar, select “Import from Objects”
- From the list of available objects, find and select “Orders”
- Choose the specific fields you want to import (e.g., order ID, amount, date, status, associated contact)
- Set any filters if you only want to import specific orders
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Orders data stays current, Coefficient allows you to set up automatic refreshes based on your preferred schedule.
- In the Coefficient sidebar, click on the “Automations” tab
- Select “Schedule Refresh” for your imported Orders data
- Choose your preferred frequency (hourly, daily, weekly)
- Optionally, set up email or Slack notifications for when the data refreshes
- Click “Save” to activate the auto-refresh schedule
Available HubSpot Objects in Coefficient
In addition to Orders, Coefficient allows you to import many other HubSpot objects to Excel. Here’s a list of what’s 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 About Importing HubSpot Orders Data
Conclusion
Importing HubSpot Orders data into Excel using Coefficient streamlines your workflow and ensures you always have access to up-to-date information. With automatic refreshes and the ability to select specific data points, you can create custom reports and dashboards that provide valuable insights into your order trends.
Ready to get started? Install the Coefficient add-in for Excel today and begin importing your HubSpot Orders data in just a few minutes.
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