MS Excel Hubspot API Connector
In this article you will learn, how to integrate
Driver mentioned in this article 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 connection 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 with ODBC and ZappySys ODBC PowerPack then check below links to get started.
Create ODBC Data Source (DSN) based on ZappySys API DriverTo get data from Hubspot using MS Excel we first need to create a DSN - Data Source - which will access data from Hubspot, which later will be able to get using MS Excel. Perform these steps:
Install ZappySys ODBC PowerPack.
Open ODBC Data Sources (x64):
Create a User Data Source (User DSN) based on ZappySys API Driver:You should create System DSN if client application is launched under Windows System Account, e.g. as a Windows Service.
Launch ODBC Data Sources 32-bit version in case your client application is a 32-bit (x86) application (required only for System DSN).
When a window appears, firstly 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 one where you downloaded it. Finally, hit Continue >> button to continue configuring DSN:HubspotDSNHubspot
Another window appears and it's time to configure the Connection Manager. Firstly, select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases default one is the right one). More info is available in Authentication section.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
And finally, fill in all the required parameters and set optional parameters if needed.:HubspotDSNUser Credentials [OAuth]https://api.hubapi.com
Required Parameters UseCustomApp Fill in the parameter... Scope Fill in the parameter... Optional Parameters Client ID Fill in the parameter... Client Secret Fill in the parameter... ReturnUrl Fill in the parameter...
Once you configured a data source, you can preview data. Hit Preview tab, and use similar settings to preview data:
Click OK to finish creating the data source
Read data in Excel from the DSN
In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from ODBC data source we created:
A small window opens, then simply select the data source you created in previous steps:HubspotDSN
Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:HubspotDSN
Finally, you will be asked to select a table or view to get data from. Select one and load the data!
Finally, use data extracted from Hubspot API in an Excel worksheet:
Create Custom Store 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 Store Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
Enter the desired Procedure name and click on OK:
Select the created Store Procedure and write the your desired store procedure and Save it and it will create the custom store 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>>'
SELECT * FROM Orders where OrderDate >= '<@fromdate>'
That's it now go to Preview Tab and Execute your Store 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'
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 dont 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.
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.
Go to Custom Objects Tab and Click on Add button and Select Add Table:
Enter the desired Table name and click on OK:
And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
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
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"
ConclusionIn this article we discussed how to connect to Hubspot in MS Excel and integrate data without any coding. Click here to Download Hubspot Connector for MS Excel 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).
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