)
Written by
Table of Contents
“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.”
You can’t directly sync Excel files from internal servers to HubSpot, but there’s a better approach that gives your mobile sales team fresher data with less hassle.
Instead of wrestling with file transfers, you can connect directly to the SQL database that feeds your Excel reports and automatically push that data to HubSpot.
Skip the Excel file and connect to your database using Coefficient
CoefficientThe problem with syncing Excel files from internal servers is network security and file access limitations.solves this by connecting directly to your SQL database—the same source that populates your Excel reports. This approach is actually better because it eliminates Excel as a bottleneck and provides fresher data to your mobile sales team.
How to make it work
Step 1. Connect Coefficient to your SQL database.
Open Coefficient in your spreadsheet and navigate to the Connected Sources menu. Add your SQL database connection using the same credentials your Excel reports use. This bypasses the need to access files on your internal server entirely.
Step 2. Set up your data import with the same queries.
Use the same SQL queries that populate your Excel reports to pull data into your spreadsheet. You can apply up to 25 filters to focus on exactly the data your sales team needs for mobile access.
Step 3. Configure automated exports to HubSpot.
Set up scheduled exports to push your data directly to HubSpot custom objects or properties. Choose from hourly, daily, or weekly refresh schedules based on how current your mobile sales team needs the data to be.
Step 4. Create mobile-friendly HubSpot reports.
Build HubSpot dashboards and reports using your imported data. These automatically display properly on HubSpot’s mobile app, giving your field sales teams the access they need without dealing with Excel files on small screens.
Get your sales team the mobile data access they need
Start connectingThis approach gives your mobile sales team real-time access to the same data your Excel reports show, but through HubSpot’s mobile-optimized interface.your SQL database to HubSpot today.
