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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 Sites data in Excel lets you analyze website performance alongside other business metrics for more comprehensive reporting. But manual exports quickly become outdated and time-consuming.
This guide will show you how to create a live connection between HubSpot and Excel, giving you access to real-time Sites data whenever you need it.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store and connect your HubSpot account
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Step 2:
Use Coefficient to import Sites data directly into your Excel spreadsheet
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Step 3:
Configure filters to get exactly the Sites data you need
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Step 4:
Set up auto-refresh to keep your data updated automatically
How to Import HubSpot Sites Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Insert Open Excel and click on thetab in the ribbon
- Get Add-ins Clickto open the Office Add-ins store
- Add Search for “Coefficient” and clickto install the add-in
- Once installed, open the Coefficient sidebar by clicking the Coefficient icon in the ribbon
- Import Data In the sidebar, click
- HubSpot Selectfrom the list of available connectors
- Follow the authentication prompts to connect your HubSpot account
Step 2: Import Sites Data from HubSpot
- Import Object In the Coefficient sidebar, after connecting to HubSpot, click
- Sites From the objects list, scroll and select
- Choose the specific properties (columns) you want to import, such as name, domain, created date, etc.
- Apply any filters if you only need specific site data (optional)
- Import Clickto bring your Sites data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- Refresh To keep your Sites data updated automatically, click thebutton in the Coefficient data table header
- Schedule Refresh Selectto set up automatic updates
- Choose your preferred frequency: hourly, daily, weekly, or monthly
- Configure additional refresh settings if needed
- Save Clickto activate your auto-refresh schedule
Now you have a live connection between your HubSpot Sites data and Excel. Any changes to your Sites in HubSpot will be reflected in your spreadsheet based on your refresh settings.
Available HubSpot Objects and Reports
HubSpot offers various objects that you can import into Excel using Coefficient. Here’s a breakdown of what’s available:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Marketing activities
- Marketing campaigns
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
- Partners
- Payments
Frequently Asked Questions
By following this guide, you can easily import HubSpot Sites data into Excel using Coefficient, enabling real-time analysis and reporting. The automatic refresh feature ensures your data stays up-to-date, eliminating the need for manual exports and giving you more time to focus on analysis and decision-making.
Get started with Coefficient for ExcelReady to streamline your HubSpot reporting?today.
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