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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.”
Accessing your HubSpot Payments data in Excel enables powerful financial analysis and reporting without constant manual exports. With Coefficient, you can create a live connection to HubSpot that automatically refreshes your payment data.
In this guide, you’ll learn how to import HubSpot Payments data directly into Excel for better financial insights.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your HubSpot account to Coefficient
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Step 3:
Import Payments data using the object selector
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Step 4:
Set up auto-refresh to keep your payment data updated
Step-by-Step Guide to Importing HubSpot Payments Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” and search for “Coefficient”
- Install the Coefficient add-in from the Office Add-ins store
- Open Coefficient from the sidebar and click “Import”
- Select “HubSpot” from the list of available connectors
- Log in with your HubSpot credentials and authorize Coefficient to access your data
Step 2: Import HubSpot Payments Data
- In the Coefficient sidebar, select “Import from Objects”
- Select “Payments” from the list of available objects
- Choose the specific fields you want to import (e.g., payment amount, date, status, etc.)
- Apply any filters if needed to narrow down the payment data
- Click “Import” to bring the payments data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh for Real-Time Data (Optional)
- With your imported data selected, click on “Auto-refresh” in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
- Optionally, set up notifications to alert you when certain conditions are met (e.g., when a payment exceeds a certain amount)
- Click “Save” to activate the auto-refresh schedule
Now you have successfully imported your HubSpot Payments data into Excel. You can create custom formulas, visualizations, and reports using this live data connection.
Available HubSpot Objects and Reports
HubSpot offers numerous objects and reports that you can import into Excel using Coefficient. Here’s a comprehensive list of available objects:
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 maintain a live connection between your HubSpot Payments data and Excel, enabling more efficient financial reporting and analysis without the hassle of manual exports.
Get started with Coefficient’s HubSpot integration for ExcelReady to streamline your financial reporting?today!
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