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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 HubSpot Orders data in Google Sheets gives you the flexibility to create custom reports, analyze sales performance, and share insights with your team. But manually exporting this data is time-consuming and quickly becomes outdated.
In this guide, you’ll learn how to import HubSpot Orders data directly into Google Sheets and keep it automatically updated.
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 Coefficient
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Step 3:
Select Orders from the HubSpot objects list
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Step 4:
Choose your desired fields and apply any filters
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Step 5:
Import the data and set up auto-refresh to keep it updated
How to Import HubSpot Orders Data into Google Sheets
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 Google Sheets
- 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 prompts to authorize and connect your HubSpot account
Step 2: Import HubSpot Orders Data
Now that you’re connected to HubSpot, you can import your Orders data:
- 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, Status, Created Date)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the Orders data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
To ensure your Orders data stays up-to-date, set up an automatic refresh schedule:
- In the Coefficient sidebar, click on the “…” menu next to your imported data
- Select “Schedule Refresh”
- Choose your preferred frequency (hourly, daily, weekly)
- Set the specific time and days for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your HubSpot Orders 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 Orders data into Google Sheets using Coefficient. This allows you to create custom reports, analyze your sales data more effectively, and keep everything automatically updated without manual exports.
Get started with CoefficientReady to streamline your HubSpot reporting?today and transform how you work with your HubSpot data.
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