How to Import HubSpot Partners Data into Excel

Working with your HubSpot Partners data in Excel enables deeper analysis and custom reporting that may not be available within HubSpot’s native interface.

This guide will show you how to create a live connection between your HubSpot Partners data and Excel, eliminating manual exports and ensuring your partner information is always current.

How to Import HubSpot Partners Data into Excel

Step 1: Install Coefficient and Connect to HubSpot

First, you’ll need to install the Coefficient add-in for Excel and connect it to your HubSpot account:

• Open Excel and navigate to the Insert tab
• Click on Get Add-ins in the ribbon
• Search for “Coefficient” in the Office Add-ins store
• Click Add to install Coefficient
• Once installed, open the Coefficient sidebar from the Home tab
• Click “Import Data” and select “HubSpot” from the list of connectors
• Follow the authentication process to connect your HubSpot account

Step 2: Select Partners Object and Configure Import

Now that you’re connected to HubSpot, you can select the Partners data to import:

• In the Coefficient sidebar, select “Import Data” > “HubSpot”
• Choose “Import from Object” in the dropdown menu
• Scroll through the list of available objects and select “Partners”
• Choose the specific fields you want to import (e.g., partner name, tier, region, etc.)
• Apply any filters if needed to narrow down the data
• Click “Import” to bring the Partners data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Partners data stays current, set up an automatic refresh schedule:

• Click on the “Auto-refresh” button in the Coefficient sidebar
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Select specific days and times for the refresh to occur
• You can also set up email notifications to alert you when the data refreshes
• Click “Save” to activate your auto-refresh schedule

Once your Partners data is imported, you can analyze it using Excel’s powerful features like pivot tables, charts, and formulas. Any changes made to your Partners data in HubSpot will be reflected in your Excel sheet when you refresh the data.

Available HubSpot Objects and Reports in Coefficient

Coefficient allows you to import various types of data from HubSpot beyond just Partners. Here’s a comprehensive list of what’s available:

Frequently Asked Questions

By following this guide, you can easily import HubSpot Partners data into Excel, keep it updated automatically, and leverage Excel’s powerful analysis capabilities to gain insights from your partner information.

Get started with Coefficient’s HubSpot integration for ExcelReady to streamline your HubSpot data management?today.