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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 your HubSpot Schemes data in Excel allows for deeper analysis and better collaboration. Instead of manual exports that quickly become outdated, you can establish a live connection to your HubSpot data.
In this guide, we’ll show you how to import your HubSpot Schemes data directly into Excel for real-time analysis and reporting.
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 Excel via Coefficient
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Step 3:
Select Schemes from the list of available HubSpot objects
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Step 4:
Configure your data import settings and pull data into Excel
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Step 5:
Set up auto-refresh to keep your Schemes data updated automatically
How to Import HubSpot Schemes Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel on your computer
- Go to the Insert tab in the Excel ribbon
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to your Excel
- Once installed, open the Coefficient sidebar
- Click on “Import” to see available data sources
- Select “HubSpot” from the list of available connectors
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Select and Import Schemes Data
- In the Coefficient sidebar, select “Import from HubSpot”
- Choose “Objects” from the import options
- Browse through the available objects or use the search function to find “Schemes”
- Select “Schemes” from the list of HubSpot objects
- Choose the specific fields you want to import (or select “All fields”)
- Apply any filters if needed to limit the data based on specific criteria
- Preview your data to ensure it meets your requirements
- Click “Import” to pull the Schemes data into your Excel worksheet
Step 3: Set Up Auto-Refresh (Optional)
- With your imported data visible in Excel, click on the “Auto-refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency: hourly, daily, weekly, or custom
- Select the specific days and times for the refresh to occur
- Click “Save” to set up the automated refresh schedule
- Your HubSpot Schemes data will now automatically update according to your schedule
Additional Tips for Working with HubSpot Schemes in Excel
Once you’ve imported your HubSpot Schemes data into Excel, you can leverage Excel’s powerful functions to analyze and visualize this information:
- Create pivot tables to summarize your Schemes data across different dimensions
- Build custom dashboards with charts and graphs for visual analysis
- Use Excel formulas to perform calculations on your Schemes data
- Set up data validation rules to maintain data quality
- Share your workbook with team members for collaborative analysis
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Lead insights
- Licenses
- Line items
- Listings
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
Conclusion
Importing your HubSpot Schemes data into Excel with Coefficient eliminates the need for manual exports and ensures you always have access to the most current information. This seamless integration enables more powerful analysis and reporting capabilities while saving you valuable time.
By following the steps outlined in this guide, you can establish a reliable connection between HubSpot and Excel that automatically refreshes based on your preferred schedule. Whether you’re building custom reports, creating dashboards, or sharing insights with your team, Coefficient makes working with your HubSpot Schemes data in Excel simple and efficient.
Get started with Coefficient for Excel todayReady to streamline your HubSpot data workflow?and transform how you work with your Schemes data.
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