Hubspot Connector for MS Excel In this article you will learn how to quickly and efficiently integrate Hubspot data in MS Excel without coding. We will use high-performance Hubspot Connector to easily connect to Hubspot and then access the data inside MS Excel. 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! Let's follow the steps below to see how we can accomplish that! Download Documentation Hubspot Connector for MS Excel 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 Access 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 Excel 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 Excel. Perform these steps:

1. Install ZappySys 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 has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
   

7. Click OK to finish creating the data source.

Video instructions

Read data in Excel from the DSN

1. 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:
   

2. A small window opens, then simply select the data source you created in previous steps:

   HubspotDSN

   

3. 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

   

4. Finally, you will be asked to select a table or view to get data from. Select one and load the data!
   

5. Finally, finally, use data extracted from Hubspot API in an Excel worksheet:
   

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

1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
   

2. Enter the desired Procedure name and click on OK:
   

3. 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>';
   

   
   

4. 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';

   
   

5. 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([LINKED_SERVER_TO_HUBSPOT_IN_DATA_GATEWAY], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

   
   

6. 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.

1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
   

2. Enter the desired Table name and click on OK:
   

3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

4. 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'

   
   

5. 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"

   
   

6. 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([LINKED_SERVER_TO_HUBSPOT_IN_DATA_GATEWAY], 'EXEC [usp_get_orders] ''1996-01-01''')

   
   

7. 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 Examples for MS Excel 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.

SELECT * FROM Companies --Where Id=123

SELECT * FROM Contacts --Where Id=123

SELECT * FROM Contacts Where Id=51

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" } ]')

SELECT * FROM Deals --Where Id=123

SELECT * FROM LineItems --Where Id=123

SELECT * FROM Owners

SELECT * FROM Products --Where Id=123

SELECT * FROM Tickets

SELECT * FROM Quotes

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"]  
        }'
)

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(email, firstname, lastname,custom_checkbox, custom_date, custom_number)
VALUES ('john.doe@abc.com', 'John', 'Doe','true','2023-01-01', 100.55)

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 FROM Contacts Where Id=1234

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 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 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 showed you how to connect to Hubspot in MS Excel and integrate data without any coding, saving you time and effort. We encourage you to download Hubspot Connector for MS Excel 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 Excel Documentation

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