How to Import Organizations Data from HubSpot into Excel

Managing your HubSpot Organizations data in Excel helps marketing and sales teams build custom reports and analyze company information more effectively. Instead of manual exports that quickly become outdated, you can create a live connection that automatically updates your data.

Step-by-Step Guide to Import HubSpot Organizations Data into Excel

Follow these simple steps to import your HubSpot Organizations data into Excel using Coefficient.

Step 1: Install Coefficient and Connect to HubSpot

• Open Excel and navigate 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, find Coefficient in your Excel sidebar
• Click “Import Data” and select “HubSpot” from the list of connectors
• Log in to your HubSpot account when prompted and authorize Coefficient to access your data

Step 2: Import Organizations Data

• After connecting to HubSpot, select “Import from Objects” from the import menu
• Browse through the available objects and select “Organizations”
• Choose the specific fields you want to import (e.g., name, domain, industry, etc.)
• Apply any filters if needed to narrow down the data
• Select the cell in your Excel spreadsheet where you want the data to appear
• Click “Import” to pull your Organizations data into Excel

Step 3: Set Up Auto-Refresh (Optional)

• To keep your Organizations data up-to-date, click on the “Refresh” button in the Coefficient sidebar
• Choose “Schedule Refresh” to set up automatic updates
• Select your preferred schedule (hourly, daily, weekly)
• You can also set up alerts to notify you when specific data changes
• Click “Save” to activate your auto-refresh schedule

That’s it! Your HubSpot Organizations data is now imported into Excel and can be automatically refreshed based on your schedule. You can use this data to create custom reports, visualizations, and dashboards to gain insights into your business relationships.

Available HubSpot Objects and Reports

Coefficient allows you to import various types of data from HubSpot. Here’s a comprehensive list of what you can access:

Frequently Asked Questions

Get started with Coefficient’s HubSpot integration for ExcelReady to streamline your HubSpot data workflows?today and transform how you work with your Organizations data.