)
Written by
Table of Contents
“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 Stripe invoices directly in Excel gives you greater flexibility for financial analysis and reporting. By connecting HubSpot’s Stripe invoice data to Excel, you can create custom dashboards, perform deeper analysis, and integrate with your existing financial workflows.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
-
Step 2:
Use Coefficients sidebar to import Stripe invoice data from HubSpot
-
Step 3:
Configure columns and filters to customize your data import
-
Step 4:
Set up auto-refresh to keep your Excel data synchronized with HubSpot
How to Import Stripe Invoice Data from HubSpot to Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on Get Add-ins
- Search for “Coefficient” in the Office Add-ins store
- Install the Coefficient add-in
- Once installed, click on the Coefficient icon in your Excel ribbon
- In the Coefficient sidebar, click “Import” and select “Import from HubSpot”
- Log in to your HubSpot account when prompted and authorize Coefficient
Step 2: Import Stripe Invoice Data
- In the Coefficient sidebar, select “Import from Objects” under HubSpot
- Browse or search for “Stripe invoice” in the objects list
- Select the properties (columns) you want to import, such as invoice number, amount, status, and date
- Apply any filters if needed (e.g., invoices from a specific date range or with a particular status)
- Click “Import” to bring your Stripe invoice data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- After importing your data, click on the “Schedule Refresh” button in the Coefficient sidebar
- Choose how frequently you want your data to update (hourly, daily, weekly, etc.)
- Set specific days and times for the refresh to occur
- Enable email notifications for successful refreshes or errors (optional)
- Click “Save” to confirm your auto-refresh settings
Once your Stripe invoice data is imported, you can use Excel’s powerful features to create pivot tables, charts, or formulas to analyze your invoice data effectively. Any changes made to your Stripe invoices in HubSpot will be automatically reflected in your Excel spreadsheet if you’ve set up auto-refresh.
HubSpot 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
By following this guide, you can efficiently import and manage your HubSpot Stripe invoice data in Excel. This integration allows you to leverage Excel’s robust analysis capabilities while maintaining up-to-date financial information from HubSpot.
For more help with HubSpot and Excel integration, check out Coefficient’s other resources and support documentation.
Related HubSpot Use Cases
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
How to Import ARR Data from HubSpot into Google Sheets
Learn how to seamlessly import HubSpot ARR (Annual Recurring Revenue) data into Google Sheets using Coefficient for real-time revenue tracking and analysis.
Trusted By Over 50,000 Companies
