Connect Hub Planner to Microsoft Excel
Send Hub Planner projects, billing rates, bookings and 4 more data types to Microsoft Excel on a schedule. Refresh as often as every 15 minutes.
Hub Planner reporting
How to connect Hub Planner and Microsoft Excel
4 steps. You can preview the Hub Planner data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect Hub Planner
Enter your Hub Planner API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Hub Planner data you want in Microsoft Excel.
Step 3 of 4
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the Hub Planner data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Microsoft Excel. Run it as often as every 15 minutes.
Each run wipes the previous data and writes fresh Hub Planner data.
Coupler.io made it easy to create dashboards and reports from different data sources. The sync is reliable and the user experience is amazing.
Take your data analytics to the next level
Sign Up with Google
Sign Up with MICROSOFT
SIGN UP WITH EMAIL
By signing up to Coupler.io, you agree to our Privacy Policy and Terms of Use.
Build your Hub Planner integrations with these destinations
Get the most of Hub Planner to Microsoft Excel integration
Gather data
Understand data
Automate data
Act on data
7 data types, including Projects, Billing rates, Bookings, Clients and Events.
With your Hub Planner API key, entered once when you add the connection.
An .xlsx workbook in OneDrive or OneDrive for Business, under 25 MB, that your Microsoft account can edit. Macro-enabled .xlsm files aren't supported.
Up to 1,048,576 rows per sheet. With Append, a run fails once the sheet reaches that limit, so filter Hub Planner by date or switch to Replace.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches Microsoft Excel.
