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HubSpotManaging multipleportal connections in Power Query requires separate authentication configurations, distinct data source setups, and complex M code to handle different portal credentials and endpoints. This becomes unwieldy when working with multiple client accounts or business units.
Here’s how to connect and manage multiple HubSpot portals within a single Excel workbook without complex authentication setups.
Manage multiple HubSpot portals in one workbook using Coefficient
Coefficientexcels at managing multiple HubSpot portal connections within a single Excel workbook. Through the Connected Sources menu, you can easily connect, manage, rename, and organize multiple HubSpot accounts with individual authentication and settings.
How to make it work
Step 1. Connect your first HubSpot portal.
Install Coefficient and connect your primary HubSpot account through the Connected Sources menu. Complete the authentication process and give your connection a descriptive name to identify this specific portal.
Step 2. Add additional HubSpot portal connections.
Click “Add Connection” in the Connected Sources menu and select HubSpot again. Authenticate with your second portal using different credentials. Repeat this process for each additional HubSpot portal you need to connect.
Step 3. Organize and rename your portal connections.
Use descriptive names for each connection like “Client A Portal,” “Main Company,” or “Division B” to easily identify which portal you’re importing from. This organization becomes crucial when managing multiple accounts.
Step 4. Import data from different portals to separate worksheets.
Create separate worksheets for each portal’s data or organize by data type across portals. When setting up imports, select the appropriate portal connection from your list of connected sources.
Step 5. Combine data for cross-portal analysis.
Import data from multiple portals into the same workbook to create consolidated reports and cross-portal comparisons. Each import maintains its connection to the specific portal while allowing for combined analysis.
Streamline multi-portal HubSpot management
Start managingStop juggling complex authentication setups for multiple HubSpot accounts. Coefficient makes it simple to connect, organize, and analyze data from multiple portals in one centralized Excel workbook.multiple HubSpot portals today.
