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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 company’s subsidiary data effectively requires access to up-to-date information from HubSpot in familiar tools like Excel. Manual exports lead to outdated information and wasted time.
In this guide, you’ll learn how to import HubSpot Subsidiaries data directly into Excel using Coefficient.
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 Subsidiaries data from HubSpot to Excel
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Step 4:
Set up automatic refreshes to keep data current
How to Import HubSpot Subsidiaries Data into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” from the ribbon menu
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, open the Coefficient sidebar and select “Import”
- Choose “HubSpot” from the list of available connectors
- Follow the authentication steps to connect your HubSpot account
Step 2: Import Subsidiaries Data from HubSpot
- In the Coefficient sidebar, select “Import from HubSpot”
- Select “Objects” as your data source type
- Scroll through the list of available objects and select “Subsidiaries”
- Choose the specific properties (columns) you want to import
- Apply any filters to narrow down the data if needed
- Click “Import” to pull the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- With your data imported, click the “Set Schedule” button in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
- Set specific times for the refresh to occur
- Configure optional email notifications for successful refreshes or errors
- Click “Save” to activate the auto-refresh schedule
That’s it! Your HubSpot Subsidiaries data is now imported into Excel and can be automatically refreshed on your preferred schedule. This allows you to build dashboards and reports with the confidence that your data is always up to date.
Available HubSpot Objects and Reports
Coefficient lets you import various types of data from HubSpot. Below is a table showing the range of objects available for import:
Objects
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Credit
- Custom objects
- Deal history
- Deal lists
- Deal split
- Dealers
- Deals
- Demos
- Discounts
- Emails
- Employees
- Events
Frequently Asked Questions
Get started with Coefficient’s HubSpot integration for ExcelReady to streamline your HubSpot data management?today and transform how you work with your subsidiary data.
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How to Import ARR Data from HubSpot into Google Sheets
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