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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.”
The most effective approach is connecting directly to your on-premise databases rather than pushing Excel files. This eliminates network limitations and provides superior automation for HubSpot reporting.
You’ll get better data freshness, reduced IT overhead, and more reliable sync compared to traditional file-based methods.
Create a database bridge to HubSpot using Coefficient
CoefficientHubSpotprovides the most effective solution for on-premise to cloud data sync by establishing direct database connections rather than relying on file transfers. Instead of pushing Excel files, Coefficient connects to the underlying SQL databases that populate your on-premise Excel reports, using itself as a cloud-based bridge between your internal data and.
How to make it work
Step 1. Configure your database connection.
Set up Coefficient to connect to your on-premise SQL database—the same source that feeds your Excel reports. This eliminates the need for complex file transfer protocols or VPN configurations for file access.
Step 2. Set up automated data sync schedules.
Configure regular data imports and exports to maintain fresh reporting data in HubSpot. You can schedule updates as frequently as hourly or as infrequently as monthly, depending on your reporting needs.
Step 3. Map data fields to HubSpot objects.
Configure automatic field mapping between your database and HubSpot custom objects, properties, and associations. This makes your on-premise data immediately available in HubSpot’s reporting tools.
Step 4. Configure export actions for HubSpot.
Use Coefficient’s export capabilities to UPDATE existing HubSpot records, INSERT new ones, or DELETE outdated entries. This keeps your HubSpot reporting tools synchronized with your on-premise data sources.
Step 5. Set up monitoring and alerts.
Configure automated notifications via Slack or email when data sync operations complete or encounter issues. This ensures you stay informed about your data pipeline status.
Streamline your on-premise to cloud data pipeline
Start connectingThis database connection approach maintains data security while eliminating the complexity of traditional file-based sync methods.your on-premise data to HubSpot reporting tools today.
