How to Export HubSpot Data to Tableau for Indian Export Businesses

Exporting data from HubSpot to Tableau helps Indian export businesses build customised dashboards for better sales tracking and forecasting. Exporters such as spice exporters in Kochi or garment exporters in Tiruppur billing in USD often need to analyse multi-currency sales and combine data from different HubSpot objects. HubSpot’s native reporting sometimes lacks the flexibility required for these needs, making Tableau a preferred tool for advanced visualisation.

Why this comes up / what goes wrong

Export business owners and accountants in India use HubSpot to manage leads, deals, and customer information. However, HubSpot’s built-in reports may not cover complex export business requirements like multi-currency handling, product-wise sales analysis, or detailed pipeline tracking. Exporters often need to combine data from Contacts, Deals, and Companies to get a full picture.

Without a clear process, exporters face challenges such as:

• Manual exports that miss important fields
• Outdated or inconsistent data due to irregular exports
• Difficulty joining multiple HubSpot data objects
• Problems handling different currencies (INR, USD, etc.)

These issues lead to inaccurate sales insights and poor forecasting.

Step-by-step

1. Identify the HubSpot data you need

• Decide which HubSpot objects (Deals, Contacts, Companies) and properties (deal amount, currency, close date, product details) are relevant.
• For exporters, include currency fields and product categories.

1. Export data from HubSpot

• Go to your HubSpot dashboard.
• Navigate to Contacts or Deals.
• Click on More > Export.
• Choose CSV or Excel format.
• Ensure all necessary fields and custom properties are selected.

1. Clean and prepare exported data

• Open the exported file in Excel or Google Sheets.
• Check for missing values and consistent date formats (DD/MM/YYYY).
• Verify currency fields and convert them to a common currency if needed.
• Remove duplicates and correct any errors.

1. Import data into Tableau

• Open Tableau Desktop or Tableau Public.
• Connect to the CSV or Excel file.
• Confirm Tableau recognises data types correctly (dates, numbers, text).

1. Join multiple data files if needed

• If you exported multiple HubSpot objects, join them in Tableau using keys like Contact ID or Deal ID.

1. Create visualisations and dashboards

• Build charts to show sales by product, currency, region, and time period.
• Use filters for deal stages, customer segments, or currencies.

1. Automate exports and refreshes (optional)

• Use HubSpot API to automate data export.
• Use Tableau’s data refresh features to keep reports current.

For more on choosing the right CRM for your business, see compare CRMs and explore industry-specific options at Exporters.

Example (fictional figures)

A spice exporter in Kochi wants to analyse sales for April 2024. Their HubSpot export shows:

• Total deals closed: 25
• Total deal value (INR): ₹12,50,000
• Average deal value: ₹12,50,000 ÷ 25 = ₹50,000

Steps:

1. Export deals from HubSpot as CSV, including deal amount and close date.
2. Open CSV in Excel; verify deal amounts are in INR and dates in DD/MM/YYYY.
3. Import CSV into Tableau.
4. Create a sales dashboard showing total sales by week.

This helps the exporter track sales trends and plan inventory.

Similarly, a garment exporter in Tiruppur billing in USD exports deals with amounts in USD, converts them if needed, and imports the data into Tableau to monitor international sales.

Common mistakes

• Not verifying data completeness before export: Always check that all required fields are included to avoid incomplete data.
• Ignoring currency differences: Exporters billing in INR and USD must standardise currency values before analysis.
• Manual data cleaning errors: Use consistent date formats and avoid manual edits that introduce errors.
• Not joining related data: Failing to join multiple HubSpot exports in Tableau results in incomplete insights.
• Relying solely on manual exports: This causes delays and outdated reports.
• Exporting too much unnecessary data: Export only what is needed to keep Tableau dashboards efficient.

Prevent these by following the step-by-step guide carefully and validating data at each stage. For CRM options tailored to Indian exporters, see HelloGrowthCRM for India.

Frequently asked questions

Can I connect HubSpot directly to Tableau without exporting files? Yes, you can use HubSpot’s API along with Tableau’s Web Data Connector to create a direct data link. This requires some technical expertise or developer help.

How often should I update Tableau data from HubSpot? For export businesses, weekly or monthly updates usually work well depending on sales volume. Regular updates keep your dashboards accurate and timely.

How do I handle multiple currencies in HubSpot deals? Convert all deal amounts to a single base currency before importing into Tableau, or create separate dashboards for each currency.

Should I export all HubSpot data or only filtered data? Export only the data you need to make your Tableau dashboards faster and more manageable.

Is it possible to automate the export-import process? Yes, using HubSpot’s API and Tableau’s data refresh options, you can automate data extraction and dashboard updates, reducing manual work.

Key takeaways

• Export HubSpot data as CSV or Excel focusing on relevant fields for export businesses.
• Clean and standardise data, especially dates and currencies, before importing into Tableau.
• Use Tableau’s data model to join multiple HubSpot data files if needed.
• Automate data extraction and refresh for timely and accurate reporting.
• Avoid common mistakes like incomplete exports, currency mismatches, and manual errors.

Following these steps helps exporters improve sales insights and forecasting.

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