How to Import HubSpot Tasks Data into Excel

Managing HubSpot Tasks in Excel gives you enhanced visibility and analytical capabilities that aren’t available in the native HubSpot interface. With Coefficient, you can seamlessly import and refresh this data without manual exports.

How to Import HubSpot Tasks into Excel

Step 1: Install and Connect Coefficient to HubSpot

To begin importing HubSpot Tasks data into Excel, you first need to install the Coefficient add-in:

1. Open Excel on your computer
2. Navigate to the Insert tab in the Excel ribbon
3. Click on “Get Add-ins” in the Add-ins section
4. Search for “Coefficient” in the Office Add-ins store
5. Click “Add” to install Coefficient to your Excel workbook
6. Once installed, the Coefficient sidebar will appear in your Excel workbook
7. Click “Import Data” in the Coefficient sidebar
8. Select “HubSpot” from the list of available connectors
9. Follow the prompts to authenticate and connect your HubSpot account

Step 2: Select and Import Tasks Object

After connecting to HubSpot, you’ll need to select the Tasks object and specify which data to import:

1. In the Coefficient import panel, choose “Import from Object”
2. Select “Tasks” from the list of available HubSpot objects
3. Choose the columns (fields) you want to import, such as task title, due date, status, associated contact, or owner
4. Apply any filters to narrow down the data set (optional)
5. Click “Import” to bring your HubSpot Tasks data into Excel

Step 3: Set Up Auto-Refresh for Real-Time Data

To ensure your Excel spreadsheet always contains the most up-to-date HubSpot Tasks information, set up auto-refresh:

1. Click on the Coefficient menu in your worksheet
2. Select the imported HubSpot Tasks data
3. Click on “Refresh Settings”
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Optionally, set up email or Slack notifications for important data changes

With auto-refresh configured, your HubSpot Tasks data will update automatically according to your schedule, saving you from manual exports and ensuring your Excel analysis always uses current data.

Conclusion

Importing HubSpot Tasks data into Excel using Coefficient gives you powerful analysis capabilities while maintaining a live connection to your HubSpot account. This approach eliminates manual exports, ensures data accuracy, and enables automated workflows based on the most current task information.

With the ability to auto-refresh and customize your imported data, you can create tailored dashboards and reports that help your team prioritize tasks, track progress, and improve overall productivity.

Related Resources

• How to Connect HubSpot to Google Sheets
• Export HubSpot Contacts to Excel or Google Sheets
• HubSpot Writebacks: How to Upload Data to HubSpot
• HubSpot for Excel