Hubspot Connector for MS Access Hubspot Connector can be used to integrate Hubspot and your data source, e.g. Microsoft SQL Server, Oracle, Excel, Power BI, etc. Get, write, delete Hubspot data in a few clicks! In this article you will learn how to quickly and efficiently integrate Hubspot data in MS Access without coding. We will use high-performance Hubspot Connector to easily connect to Hubspot and then access the data inside MS Access. Let's follow the steps below to see how we can accomplish that! Download Documentation Hubspot Connector for MS Access is based on ZappySys API Driver which is part of ODBC PowerPack. It is a collection of high-performance ODBC drivers that enable you to integrate data in SQL Server, SSIS, a programming language, or any other ODBC-compatible application. ODBC PowerPack supports various file formats, sources and destinations, including REST/SOAP API, SFTP/FTP, storage services, and plain files, to mention a few.

Connect to Hubspot in other apps Connect to Hubspot in SSIS Connect to Hubspot in SQL Server Connect to Hubspot in Power BI Connect to Hubspot in SSRS Connect to Hubspot in Informatica Connect to Hubspot in MS Excel Connect to Hubspot in SSAS Connect to Hubspot in C# Connect to Hubspot in Python Connect to Hubspot in JAVA Connect to Hubspot in Tableau Connect to Hubspot in SAP Crystal Reports Connect to Hubspot in Azure Data Factory (Pipeline) Connect to Hubspot in Azure Data Factory (SSIS) Connect to Hubspot in Talend Studio Connect to Hubspot in UiPath Connect to Hubspot in PowerShell Connect to Hubspot in ODBC

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:

1. Download and install ODBC PowerPack.

2. Open ODBC Data Sources (x64):

   

3. Create a User data source (User DSN) based on ZappySys API Driver

   ZappySys API Driver

   
   • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
   • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.

4. 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:

   HubspotDSN

   Hubspot

   

5. 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.

    Private app (Static Access Token) [Http]

   Private apps allow you to use HubSpot's APIs to access specific data from your HubSpot account. You can authorize what each private app can request or change in your account, which will generate an access token that's unique to your app. [API reference]

   Steps how to get and use Hubspot credentials
   

   Follow these instructions to create a Private app in HubSpot and configure HubSpot authentication in SSIS package or ODBC data source:

   1. First of all, go to HubSpot portal.
   2. Then click Data Management option on the left and then hit Integrations menu item:
   3. Move on by clicking Private Apps menu item and then click Create a private app button to create one:
   4. Then continue by following the instructions on HubSpot Docs.
   5. Once you create an app, go to SSIS package or ODBC data source and in Private App authentication set these parameters:
      • For AccessToken field use Access token value from the Private app configuration in HubSpot.
   6. Done! Now you are ready to use HubSpot Connector!

   Fill in all required parameters and set optional parameters if needed:

   HubspotDSN

   Hubspot

   Private app (Static Access Token) [Http]

   https://api.hubapi.com

   Required Parameters
   AccessToken	Fill-in the parameter...
   Optional Parameters
   RetryMode	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

    Public app [OAuth]

   In HubSpot, a public app is a type of integration that can be installed on customer accounts or listed on the App Marketplace. It requires authentication via OAuth. Once a user installs your app on their HubSpot account, you’ll be able to make API calls to that account using an OAuth access token. [API reference]

   Steps how to get and use Hubspot credentials
   

   Follow these instructions to create a Public app in HubSpot and configure HubSpot authentication in SSIS package or ODBC data source:

   1. First of all, if you don't have HubSpot Developer's account, register one.
   2. Go to HubSpot and select your Developer account.
   3. Click Apps on the left hand side and then click Create app button to create a Public app:
   4. Then continue by following the instructions in HubSpot Docs.
      NOTE: If you don't have a working Redirect URL, you can use https://zappysys.com/oauth (it's safe).

   5. Once you create an app, go to SSIS package or ODBC data source and in Public app authentication set these parameters (use values from your Public app configuration in HubSpot):
      • For ClientId field use Client ID value.
      • For ClientSecret field use Client secret value.
      • For Scope field use Scopes values, e.g.:

        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
        

        NOTE: You can use other scopes too, but they must match the scopes defined in your Public app.

      • For ReturnUrl field use one of Redirect URLs.
   6. When you are done with that, click Generate Token button to generate Access and Refresh Tokens.
   7. Done! Now you are ready to use HubSpot Connector!

   Fill in all required parameters and set optional parameters if needed:

   HubspotDSN

   Hubspot

   Public app [OAuth]

   https://api.hubapi.com

   Required Parameters
   UseCustomApp	Fill-in the parameter...
   Scope (Must Match with App Scopes)	Fill-in the parameter...
   Optional Parameters
   Client ID
   Client Secret
   ReturnUrl
   RetryMode	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

    Developer API key (Deprecated) [Http]

   Deprecated authentication method. Use [Private app] instead. [API reference]

   Steps how to get and use Hubspot credentials
   

   Using HubSpot API key is deprecated method for authentication. Use Private app authentication instead. If you still need one, then follow these instructions to get HubSpot API key:

   • First of all, if you don't have HubSpot Developer's account, register one.
   • Go to HubSpot and select your Developer account.
   • Click Apps on the left hand side and then click Get HubSpot API key button to get one:
   • When a popup appears, click Show Key button and then hit Copy button to copy API key:
   • Once copy the API key, go to SSIS package or ODBC data source and use it in API Key authentication configuration:
     • Paste it in ApiKey parameter field.
   • Done! Now you are ready to use HubSpot Connector!

   Fill in all required parameters and set optional parameters if needed:

   HubspotDSN

   Hubspot

   Developer API key (Deprecated) [Http]

   https://api.hubapi.com

   Required Parameters
   ApiKey	Fill-in the parameter...
   Optional Parameters
   RetryMode	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

   

   ZappySys API Driver - Hubspot

   Hubspot Connector can be used to integrate Hubspot and your data source, e.g. Microsoft SQL Server, Oracle, Excel, Power BI, etc. Get, write, delete Hubspot data in a few clicks!

   HubspotDSN

   

7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in MS Access to retrieve data from Hubspot. Hit OK button to use this query in the next step.

   SELECT * FROM Companies --Where Id=123

   
   Some parameters configured in this window will be passed to the Hubspot API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.

8. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in MS Access:

   

   ZappySys API Driver - Hubspot

   Hubspot Connector can be used to integrate Hubspot and your data source, e.g. Microsoft SQL Server, Oracle, Excel, Power BI, etc. Get, write, delete Hubspot data in a few clicks!

   HubspotDSN

   SELECT * FROM Companies --Where Id=123

   
   You can also access data quickly from the tables dropdown by selecting <Select table>.
   A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Hubspot API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Hubspot servers).

9. Click OK to finish creating the data source.

Video Tutorial

Read data in Microsoft Access from the ODBC data source

1. First of all, open MS Access and create a new MS Access database.

2. In the next step, start loading ODBC data source we created:

3. 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

   

4. Continue with tables and views selection. You can extract multiple tables or views:
   

5. 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.

1. 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.
2. Centralized Data Management:
   Online databases serve as a centralized repository, enabling efficient management of data from various locations.
3. Ease of Maintenance:
   Updates or modifications to the online database structure are automatically reflected in Access, streamlining maintenance tasks.
4. 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.

1. Launch Microsoft Access and open the database where you want to create the linked table.

2. Go to the "External Data" tab on the Ribbon. >> "New Data Source" >> "From Other Sources" >> "ODBC Database"

3. Select the option "Link to Data Source by creating a linked table:

4. 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

   

5. Proceed to the selection of Tables and Views. You have the option to extract multiple tables or views:
   

6. When prompted to select Unique Key column DO NOT select any column(s) and just click OK:

7. 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

Actions supported by Hubspot Connector

Learn how to perform common Hubspot actions directly in MS Access with these how-to guides:

• Archive Companies
• Archive Contacts
• Archive Deals
• Archive Line Items
• Archive Products
• Archive Quotes
• Archive Tickets
• Create Companies
• Create Contacts
• Create Deals
• Create Line Items
• Create Products
• Create Quotes
• Create Tickets
• Get Companies
• Get Company By ID
• Get Company Properties
• Get Contact By ID
• Get Contact Properties
• Get Contacts
• Get Deal By ID
• Get Deal Properties
• Get Deals
• Get Line Item By ID
• Get Line Item Properties
• Get Line Items
• Get Owners
• Get Product By ID
• Get Product Properties
• Get Products
• Get Quote By ID
• Get Quotes
• Get Quotes Properties
• Get Ticket By ID
• Get Tickets
• Get Tickets Properties
• Search Companies
• Search Contacts
• Search Deals
• Search LineItems
• Search Products
• Search Quotes
• Search Tickets
• Update Companies
• Update Contacts
• Update Deals
• Update Line items
• Update Products
• Update Quotes
• Update Tickets
• Upload File from Local Disk
• Generic Request
• Generic Request (Bulk Write)

Conclusion

In this article we showed you how to connect to Hubspot in MS Access and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Hubspot, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Hubspot Connector for MS Access and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Hubspot Connector for MS Access Documentation

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