How to Import HubSpot Projects Data into Excel

Managing projects in HubSpot is essential for tracking marketing initiatives, but analyzing this data directly in Excel unlocks deeper insights and better reporting capabilities.

This guide shows you how to bring your HubSpot Projects data into Excel with live connections that automatically update as your projects evolve.

Step-by-Step Guide to Import HubSpot Projects into Excel

Step 1: Install Coefficient and Connect to HubSpot

Before you can import your HubSpot Projects data, you’ll need to install the Coefficient add-in and connect it to your HubSpot account.

1. Open Excel and navigate to the Insert tab in the ribbon
2. Click Get Add-ins to open the Office Add-ins store
3. Search for “Coefficient” and click Add to install the add-in
4. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the Home tab
5. Click “Import Data” and select “HubSpot” from the list of available connectors
6. Follow the authentication prompts to connect your HubSpot account

Step 2: Import HubSpot Projects Data

Now that Coefficient is connected to your HubSpot account, you can import your Projects data:

1. In the Coefficient sidebar, select “Import from Object” under the HubSpot connector
2. Scroll through the available objects and select “Projects”
3. Choose the specific fields you need (e.g., project name, status, start date, end date, assigned to, etc.)
4. Apply any filters if you want to import only specific projects (optional)
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your project data stays current without manual updates:

1. With your imported data selected, click “Refresh Options” in the Coefficient sidebar
2. Choose your preferred refresh schedule (hourly, daily, weekly)
3. Configure any notification preferences for data changes
4. Click “Save” to activate the automatic refresh schedule

Available HubSpot Objects in Coefficient

Beyond Projects, Coefficient allows you to import various types of data from HubSpot into Excel. Here’s a comprehensive list of available objects:

Frequently Asked Questions

Conclusion

Importing your HubSpot Projects data into Excel using Coefficient provides a powerful way to analyze and report on your marketing initiatives. With live data connections and automation features, you can ensure your project tracking stays current while leveraging Excel’s robust analysis capabilities.

Get started with Coefficient’s HubSpot integration for ExcelReady to streamline your project management reporting?today and transform how you work with your marketing project data.