Hubspot Connector for MS Access
In this article you will learn how to integrate Using Hubspot Connector you will be able to connect, read, and write data from within MS Access. Follow the steps below to see how we would accomplish that. The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. |
Connect to Hubspot in other apps
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Create ODBC Data Source (DSN) based on ZappySys API Driver
Step-by-step instructions
To get data from Hubspot using MS Access we first need to create a DSN (Data Source) which will access data from Hubspot. We will later be able to read data using MS Access. Perform these steps:
-
Install ZappySys ODBC PowerPack.
-
Open ODBC Data Sources (x64):
-
Create a User Data Source (User DSN) based on ZappySys API Driver
ZappySys API DriverYou should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version. -
When the Configuration window appears give your data source a name if you haven't done that already, then select "Hubspot" from the list of Popular Connectors. If "Hubspot" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
HubspotDSNHubspot -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
Authenticate using static AccessToken (Private App) to access specific account. Follow 3 simple steps. 1) Create an App, 2) select permissions and 3) get Token and use on this UI. For more information on how to obtain AccessToken visit https://developers.hubspot.com/docs/api/private-apps [API Help..]
Steps to get Hubspot Credentials
Just follow this link on how to get an PrivateApp Access Token. Once you obtain it, paste it into AccessToken parameter: https://developers.hubspot.com/docs/api/private-apps
Fill in all required parameters and set optional parameters if needed:
HubspotDSNHubspotPrivate App (Static Access Token) [Http]https://api.hubapi.comRequired Parameters AccessToken Fill in the parameter... Optional Parameters RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... OAuth App must be created in HubSpot website. These settings typically found here https://developers.hubspot.com/docs/api/working-with-oauth. [API Help..]
Steps to get Hubspot Credentials
Just follow this link on how to create an API app: https://developers.hubspot.com/docs/api/creating-an-app On the App Scopes section make sure to select following scopes in order to access all features of this driver. You can choose more or less but keep in mind to select same or less number of scopes on Driver UI (Scopes Property) else it will not authorize the request. If you need File Upload feature then choose files scope.
Your selected scopes when registering your app must match the scopes you enter here on the connector screen. You cannot request less or more scopes for now (it may change in future). If they don't match, the connector will not be able to work with your HubSpot account!accounting tickets files ------------------ crm.lists.read crm.lists.write ------------------ crm.objects.contacts.read crm.objects.contacts.write crm.schemas.contacts.read ------------------ crm.objects.custom.read crm.objects.custom.write crm.schemas.custom.read ------------------ crm.objects.companies.read crm.objects.companies.write crm.schemas.companies.read ------------------ crm.objects.deals.read crm.objects.deals.write crm.schemas.deals.read ------------------ crm.objects.quotes.read crm.objects.quotes.write crm.schemas.quotes.read ------------------ crm.objects.line_items.read crm.objects.line_items.write crm.schemas.line_items.read you can add more... but must select same number of scopes in the connection screen too (Scopes Parameter)
Fill in all required parameters and set optional parameters if needed:
HubspotDSNHubspotUser Credentials (3-Legged) [OAuth]https://api.hubapi.comRequired Parameters UseCustomApp Fill in the parameter... Scope (Must Match with App Scopes) Fill in the parameter... Optional Parameters Client ID Fill in the parameter... Client Secret Fill in the parameter... ReturnUrl Fill in the parameter... RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... Authenticate using Static API Key instead of userid / password. It can be found at https://app.hubspot.com/api-key/<YOUR_ACCOUNT_ID>>/call-log [API Help..]
Steps to get Hubspot Credentials
Just follow this link on how to get an API key. Once you obtain it, paste it into ApiKey parameter: https://knowledge.hubspot.com/integrations/how-do-i-get-my-hubspot-api-key
Fill in all required parameters and set optional parameters if needed:
HubspotDSNHubspotAPI Key in URL (Deprecated) [Http]https://api.hubapi.comRequired Parameters ApiKey Fill in the parameter... Optional Parameters RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... -
Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
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Click OK to finish creating the data source.
Video instructions
Read data in Microsoft Access from the ODBC data source
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First of all, open MS Access and create a new MS Access database.
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In the next step, start loading ODBC data source we created:
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Then click next until data source selection window appears. Select the data source we created in one of the previous steps and hit OK:
HubspotDSN -
Continue with tables and views selection. You can extract multiple tables or views:
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Finally, wait while data is being loaded and once done you should see a similar view:
Using Linked Table for Live Data (Slow)
Linked tables in Microsoft Access are crucial for online databases because they enable real-time access to centralized data, support scalability, facilitate collaboration, enhance data security, ease maintenance tasks, and allow integration with external systems. They provide a flexible and efficient way to work with data stored in online databases, promoting cross-platform compatibility and reducing the need for data duplication.
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Real-Time Data Access:
Access can interact directly with live data in online databases, ensuring that users always work with the most up-to-date information. -
Centralized Data Management:
Online databases serve as a centralized repository, enabling efficient management of data from various locations. -
Ease of Maintenance:
Updates or modifications to the online database structure are automatically reflected in Access, streamlining maintenance tasks. -
Adaptability to Changing Requirements:
Linked tables provide flexibility, allowing easy adaptation to changing data storage needs or migration to different online database systems.
Let's create the linked table.
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Launch Microsoft Access and open the database where you want to create the linked table.
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Go to the "External Data" tab on the Ribbon. >> "New Data Source" >> "From Other Sources" >> "ODBC Database"
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Select the option "Link to Data Source by creating a linked table:
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Continue by clicking 'Next' until the Data Source Selection window appears. Navigate to the Machine Data Source tab and select the desired data source established in one of the earlier steps. Click 'OK' to confirm your selection.
HubspotDSN -
Proceed to the selection of Tables and Views. You have the option to extract multiple tables or views:
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When prompted to select Unique Key column DO NOT select any column(s) and just click OK:
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Finally, Simply double-click the newly created Linked Table to load the data:
Guide to Effectively Addressing Known Issues
Discover effective strategies to address known issues efficiently in this guide. Get solutions and practical tips to streamline troubleshooting and enhance system performance, ensuring a smoother user experience.
Fewer Rows Imported
The reason for this is that MS Access has a default query timeout of 60 seconds, which means it stops fetching data if the query takes longer than that. As a result, only a limited number of rows are fetched within this time frame.
To address this, we can adjust the Query Timeout by following the steps below.
The path may vary depending on the MS Access bitness, such as 32-bit versus 64-bit.
\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Jet\4.0\Engines\ODBC
\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Microsoft\Jet\4.0\Engines\ODBC
\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\ClickToRun\REGISTRY\MACHINE\Software\Microsoft\Office\16.0\Access Connectivity Engine\Engines\ODBC
We can identify this issue by examining the Fiddler Log, as MS Access doesn't display any error regarding partial import, which is quite unusual
Please refer to this link : How to use Fiddler to analyze HTTP web requests
#Deleted word appears for column value in MS Access for Linked Table mode
If you used Linked Table mode to get external data and it shows #deleted word rather than actual value for column after you open then most likely its following issue.
Make sure to re-create Linked Table and DO NOT select any key column when prompted (Just click OK)
How to Fix
Table Selection UI Opening Delays
The Table selection UI takes a significant amount of time to open after clicking the 'New Data Source' -> 'Other Data Sources' -> 'ODBC'
The reason for this issue is that MS Access sends a dummy query, leading to several unnecessary pagination cycles before an error is thrown. To mitigate this, we can prevent wasted cycles by configuring the 'Throw error if no match' setting on the Filter Options Tab.
Enhancing Performance through Metadata Addition (Reduces Query Time)
We can optimize query performance by creating Virtual Tables (i.e. views with custom SQL) on Datasource and incorporating META=static columns. Learn how to capture static metadata in this guide.
Performance Options - Generate Metadata Manually
Execute the query initially, save the metadata by selecting 'Save to Meta' (choose Compact Format), and then click 'Save to Clipboard.' Utilize the resulting list by pasting it into the META attribute as follows: 'META=paste here.'
SELECT * FROM products
WITH(
META='id:String(20); title:String(100); description:String(500);'
)
Optimize Workflow with Automated Import
Employ Automated Import when Linked Tables are not feasible, and we need to depend on Imported Tables with static data.
While using Linked Tables sometime it encounter errors, and we are left with no alternative but to utilize Imported Tables, Automatic Refresh becomes crucial in such scenarios.
Here's a guide on automating refreshes. We can set up automatic refresh on different events, such as when the database opens, a form is opened, or a button is clicked.
To initiate the import process, follow these steps:
- Perform the data import using the standard manual steps.
- In the final step, we'll encounter a checkbox labeled 'Save Import Steps.' Ensure to check this option.
- After saving the steps, we can locate their name in the Save Imports UI. Identify the name associated with the saved steps.
- "Now, we can execute the code as shown below:"
Private Sub cmdYes_Click() Label0.Visible = True DoCmd.RunSavedImportExport "Import-DATA.products" Label0.Visible = False End Sub
Advanced topics
Create Custom Stored Procedure in ZappySys Driver
You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.
Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
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Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
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Enter the desired Procedure name and click on OK:
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Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
CREATE PROCEDURE [usp_get_orders] @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>' AS SELECT * FROM Orders where OrderDate >= '<@fromdate>';
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That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
Exec usp_get_orders '1996-01-01';
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Create Custom Virtual Table in ZappySys Driver
ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.
If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.
Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.
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Go to Custom Objects Tab and Click on Add button and Select Add Table:
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Enter the desired Table name and click on OK:
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And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
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Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
SELECT "ShipCountry", "OrderID", "CustomerID", "EmployeeID", "OrderDate", "RequiredDate", "ShippedDate", "ShipVia", "Freight", "ShipName", "ShipAddress", "ShipCity", "ShipRegion", "ShipPostalCode" FROM "Orders" Where "ShipCountry"='USA'
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That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
SELECT * FROM "vt__usa_orders_only"
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Actions supported by Hubspot Connector
Hubspot Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.Parameter | Description |
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Hubspot Connector Examples for MS Access Connection
This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.
Get companies [Read more...]
Gets companies
SELECT * FROM Companies --Where Id=123
Get contacts [Read more...]
Gets contacts
SELECT * FROM Contacts --Where Id=123
Get contact by Id [Read more...]
Gets contact by Id
SELECT * FROM Contacts Where Id=51
Get contact by email (search) [Read more...]
Gets contacts
SELECT Id
, IsArchived
, CreatedAt
, UpdatedAt
, email
, firstname
, lastname
, company_size
--, custom_checkbox
--, custom_multi_select
--, custom_number
--, custom_pickuser
--, custom_richtext
--, custom_string
--, custom_string_multi
FROM search_contacts
With(SearchFilters='[ {"propertyName": "email", "operator": "EQ", "value": "bh@hubspot.com" } ]')
Get deals [Read more...]
Gets deals
SELECT * FROM Deals --Where Id=123
Get line items [Read more...]
Gets line items
SELECT * FROM LineItems --Where Id=123
Get owners [Read more...]
Gets owners
SELECT * FROM Owners
Get products [Read more...]
Gets products
SELECT * FROM Products --Where Id=123
Get tickets [Read more...]
Gets tickets
SELECT * FROM Tickets
Get quotes [Read more...]
Gets quotes
SELECT * FROM Quotes
Generic Request (Company Search API Example) [Read more...]
This example shows how to invoke generic request when connector file doesnt have specific EndPoint / Table you like to query. This example invokes search endpoint but you can call any valid API endpoint GET/POST etc with this method
SELECT *
FROM generic_request
WITH(
Url='crm/v3/objects/companies/search'
,Filter='$.results[*]'
,RequestContentTypeCode='ApplicationJson'
,RequestMethod='POST'
,RequestData='{
"filters": [ {"propertyName": "hs_lastmodifieddate", "operator": "GT", "value": "<<yearstart-1y||unix_timestamp_ms,FUN_TO_DATE>>" } ],
"properties": ["address","city","state"]
}'
)
Upload File (Generic Request Example) [Read more...]
This example shows how to upload a file using generic request. You might have to add file-manager-permission to your OAuth App else you might get message=This oauth-token (CJT87I6) does not have proper permissions! (requires any of [file-manager-access]). For more information please refer to this link https://developers.hubspot.com/docs/api/files/files
SELECT *
FROM generic_request
WITH(
Url='filemanager/api/v3/files/upload'
, RequestMethod='POST'
, Filter ='$.objects[*]'
, Body='file=@c:\temp\dump.png
folderPath=/
fileName=my_dump.png
options={"access": "PRIVATE", "overwrite": true}'
, IsMultiPart='True'
, Meta='id:long; name:string; title:string; url: string; type:string; size:long; friendly_url:string; meta.allows_anonymous_access:string; meta.indexable:bool'
)
Insert into Contacts [Read more...]
Inserts contacts
INSERT INTO Contacts(email, firstname, lastname,custom_checkbox, custom_date, custom_number)
VALUES ('john.doe@abc.com', 'John', 'Doe','true','2023-01-01', 100.55)
Update Contacts [Read more...]
Updates contacts in your account
UPDATE Contacts
SET firstname = 'Brian'
,lastname = 'Halligan (Sample Contact)'
--,custom_number=12.12
--,custom_date='2023-01-01'
--,custom_string='My Test<<FUN_NOW>>'
--,custom_richtext='<p><span style="color: #b5b5b5;">##-Please reply-##</span></p>'
--,custom_multi_select='Blue;Yellow;Black'
--,custom_pickuser=45581955
--,custom_dropdown='BB'
--,custom_checkbox='true'
WHERE Id = 51
Delete a contact [Read more...]
Deletes a contact
DELETE FROM Contacts Where Id=1234
Create multiple records - (BULK read / write from external source) [Read more...]
This examples shows how to perform bulk update using SOURCE clause. It reads data from external system (in this example MS SQL Server) and sends data to Hubspot using Bulk API
INSERT INTO Contacts
SOURCE(
'MSSQL' --ODBC or OLEDB
,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
,'
''bob'' as firstname, ''rock'' as firstname, ''new-email1@abc.com'' as email
UNION
''sam'' as firstname, ''smith'' as firstname, ''new-email2@abc.com'' as email
)
Delete multiple records - (BULK read / write from external source) [Read more...]
This examples shows how to perform bulk delete using SOURCE clause. It reads data from external system (in this example MS SQL Server) and sends data to Hubspot using Bulk API
DELETE FROM Contacts
SOURCE(
'MSSQL' --ODBC or OLEDB
,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
,'select 104897 as Id
UNION
select 104898 as Id'
)
Update multiple records - (BULK read / write from external source) [Read more...]
This examples shows how to perform bulk update using SOURCE clause. It reads data from external system (in this example MS SQL Server) and sends data to Hubspot using Bulk API
UPDATE Contacts
SOURCE(
'MSSQL' --ODBC or OLEDB
,'Data Source=localhost;Initial Catalog=Test;Integrated Security=true'
,'select 104811 as Id, ''new-email1@abc.com'' as email
UNION
select 104812 as Id, ''new-email2@abc.com'' as email
)
Conclusion
In this article we discussed how to connect to Hubspot in MS Access and integrate data without any coding. Click here to Download Hubspot Connector for MS Access and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
Download Hubspot Connector for MS Access
Documentation
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Other connectors for MS Access
Download Hubspot Connector for MS Access
Documentation
How to connect Hubspot in MS Access?
How to get Hubspot data in MS Access?
How to read Hubspot data in MS Access?
How to load Hubspot data in MS Access?
How to import Hubspot data in MS Access?
How to pull Hubspot data in MS Access?
How to push data to Hubspot in MS Access?
How to write data to Hubspot in MS Access?
How to POST data to Hubspot in MS Access?
Call Hubspot API in MS Access
Consume Hubspot API in MS Access
Hubspot MS Access Automate
Hubspot MS Access Integration
Integration Hubspot in MS Access
Consume real-time Hubspot data in MS Access
Consume real-time Hubspot API data in MS Access
Hubspot ODBC Driver | ODBC Driver for Hubspot | ODBC Hubspot Driver | SSIS Hubspot Source | SSIS Hubspot Destination
Connect Hubspot in MS Access
Load Hubspot in MS Access
Load Hubspot data in MS Access
Read Hubspot data in MS Access
Hubspot API Call in MS Access