Overview

Templates are the foundation of ExtendInsights for HubSpot. They define how Excel maps to HubSpot objects, lists, and analytics data.

This guide explains how templates work and how to build them for common HubSpot workflows.

Choose What You Want to Do

Topic	Section
Understand templates	What Are Templates?
Build a template	Build Your First Template
ExtendInsights Actions	Start Working with Your HubSpot Data
Improve performance	Tips When Building a Template

What Are Templates?

Templates in ExtendInsights define the HubSpot object or field type you'll work with in Excel.

The ExtendInsights Excel Add-in provides an intuitive interface for selecting HubSpot objects, lists, analytics objects, and fields. When a template is loaded into a worksheet, it becomes an Excel table that is bound to the selected HubSpot object, with each column mapped to a corresponding HubSpot field.

When loaded:

Each column maps to a HubSpot field.
Each row represents a HubSpot record.

Templates allow you to:

Download records
Create records
Update records
Delete records (supported objects)

Templates help you efficiently manage HubSpot data without leaving Excel.

➡️ Get familiar with ExtendInsights HubSpot Workspace

Build Your First Template

Step 1: From the list of data sources, select HubSpot.

Step 2: Click Create a Template to build your first template.

Step 3: Select your Active Connection.

Create a new connection or select from the list of previously established connections.

Step 4: Choose the HubSpot object you want to work with.

For example:

Contacts
Companies
Deals
Tickets
Custom Objects
Lists
Analytics
and more...

Note: Analytics objects are available for reporting and support download only.

Step 5: Select the fields you want to include.

Use the search box to quickly locate fields, then select the ones you need and click Next.

Step 6: Review the Template Layout

Before loading the template, you can:

Rearrange fields using drag and drop
Add additional fields
Remove unwanted fields
Adjust field formats

When finished, click Done.

Step 7: Configure Filters Optional

Expand Filter to control which HubSpot records will be downloaded.

For each filter, select:

Property
Operator
Value

Apply additional filters when you need to retrieve a more specific dataset.

You can skip this step if you want to create a blank template or download records without applying filters.

Step 8: Insert the Template

Select Insert Template to add the configured table to Excel.

Important: Use a blank worksheet before inserting a template. Inserting a template replaces the existing contents of the active worksheet.

After the template is inserted:

The Configure section collapses.
The Actions section expands.
The available operations appear based on the selected template type.

Step 9: Preview Data Optional

Enable Preview Data to retrieve the first 50 matching records when the template is inserted.

Use Preview Data to confirm that your selected properties and filters return the expected information.

When enabled, the template is inserted with up to 50 records.
When disabled, the template is inserted without downloading records.

Step 10: Save the Template Optional

Select Save Template if you want to reuse the current configuration.

Use a descriptive name that identifies the HubSpot object and business process, such as:

Contacts – Lead Follow-Up
Deals – Open Pipeline
Companies – Account Review

Saving the template preserves its object, property, and filter configuration so you do not need to rebuild it later.

➡️ Learn how to manage saved templates

Step 11: Assign a Schedule Optional

Schedules automatically refresh downloaded data using the saved template.

Before assigning a schedule, confirm that:

The workbook is stored in OneDrive for Business or SharePoint.
Microsoft 365 administrator consent has been granted.
The workbook contains a saved template or query.

📍 Schedule Automatic Data Refresh

Start working with your HubSpot data

Once your template is loaded, choose what you'd like to do next.

I want to...	Learn More
Create new HubSpot records	➡️ Create New Records
Reload and update existing HubSpot records	➡️ Reload & Update Records
Download existing HubSpot records	➡️ Download Data

Supported Operations

Different HubSpot object types support different operations.

Object Type	Download	Upload	Refresh	Delete
Standard Objects	✅	✅	✅	✅
Custom Objects	✅	✅	✅	✅
Lists	✅	Add/Remove Members	—	Remove from List
Analytics	✅	❌	❌	❌

Tips When Building Templates

Choose Only the Properties You Need

Selecting fewer properties can improve download and upload performance and make the worksheet easier to manage.

Understand the Template Type

Different HubSpot template types support different operations:

Standard and custom objects support downloading and data-management operations.
Lists allow you to add or remove existing records from a HubSpot list.
Analytics templates are read-only and support downloads only.

Use Dropdown Properties

For supported dropdown properties, ExtendInsights displays the available HubSpot values directly in Excel.

Selecting an available value helps prevent upload errors caused by invalid entries.

➡️ Learn how to use dropdown fields

Review the Layout Before Inserting

Rearrange columns, remove unnecessary properties, and verify the template configuration before inserting it into Excel.

Apply Filters Carefully

Review your filters before downloading data to ensure the template retrieves the intended records.

Save Frequently Used Templates

Save templates used for recurring workflows so you and your team do not need to rebuild the same configuration.

💬 Need Help?

Search the CloudExtend Help Center for additional guidance.

If you still need assistance:

💬 Use the in-app chat from the bottom-right corner of the support site.
✉️ Email cloudextend-support@celigo.com.

Working with Templates: Building Templates for ExtendInsights HubSpot