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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 customer support tickets effectively requires access to up-to-date data. Importing HubSpot Tickets into Excel enables better analysis, reporting, and sharing of critical customer support metrics.
This guide will show you how to create a live connection between HubSpot and Excel to keep your ticket data current and actionable.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store and connect to your HubSpot account
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Step 2:
Select Import from Objects and choose Tickets from the object list
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Step 3:
Configure your desired columns and apply any filters
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Step 4:
Import the data to your Excel spreadsheet
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Step 5:
Set up auto-refresh to keep your ticket data current
Step-by-Step Guide to Importing HubSpot Tickets into Excel
Step 1: Install Coefficient and Connect to HubSpot
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the Add-ins section
- Search for “Coefficient” in the Office Add-ins store and click “Add”
- Once installed, open the Coefficient sidebar
- Click “Import” and select “HubSpot” from the list of available connectors
- Log in to your HubSpot account and authorize Coefficient to access your data
Step 2: Import Tickets Data from HubSpot
- In the Coefficient sidebar, select “Import from Objects”
- Find and select “Tickets” from the list of available objects
- Choose the specific columns you want to import (such as Ticket ID, Subject, Status, Priority, Create Date, etc.)
- Apply any filters to narrow down the data set (optional)
- Click “Import” to bring your HubSpot Tickets data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- Click on the “Schedule Refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific times you want the data to refresh
- Click “Save” to activate automatic updates
With auto-refresh enabled, your HubSpot Tickets data in Excel will stay up-to-date automatically, ensuring you always have the most current information for analysis and reporting.
Available HubSpot Data Objects
HubSpot offers a wide range of data objects that you can import into Excel using Coefficient. Here’s a list of available objects you can work with:
- Arr
- Leads
- Billing histories
- Blueprints
- Calls
- Carts
- Clients
- Company lists
- Companies
- Contact lists
- Contacts
- Communications
- Marketing emails
- Merchant account
- Meetings
- Notes
- Onboarding
- Opportunities
- Orders
- Organizations
- Partners
- Payments
- Postal mail
- Prospects
Frequently Asked Questions
Ready to streamline your customer support analytics? Start by importing your HubSpot Tickets data into Excel with Coefficient today and gain deeper insights into your customer service performance.
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