MS Excel Hubspot Connector
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 Excel. Follow the steps below to see how we would accomplish that. 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 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. |
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Create ODBC Data Source (DSN) based on ZappySys API Driver
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:
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Install ZappySys ODBC PowerPack.
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Open ODBC Data Sources (x64):
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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 [Read more..]
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:
HubspotDSNPrivate 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. [Read more..]
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.
accounting
tickets
crm.lists.read
crm.objects.contacts.read
crm.objects.contacts.write
crm.schemas.custom.read
crm.objects.custom.read
crm.objects.custom.write
crm.objects.companies.write
crm.schemas.contacts.read
crm.lists.write
crm.objects.companies.read
crm.objects.deals.read
crm.objects.deals.write
crm.schemas.companies.read
crm.schemas.companies.write
crm.schemas.contacts.write
crm.schemas.deals.read
crm.schemas.deals.write
crm.objects.quotes.write
crm.objects.quotes.read
crm.schemas.quotes.read
crm.objects.line_items.read
crm.objects.line_items.write
crm.schemas.line_items.readFill in all required parameters and set optional parameters if needed:
HubspotDSNUser Credentials (3-Legged) [OAuth]https://api.hubapi.comRequired 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... 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 [Read more..]
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:
HubspotDSNAPI 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.
Read data in Excel from the DSN
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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:
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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!
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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
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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 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>>' AS SELECT * FROM Orders where OrderDate >= '<@fromdate>';
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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 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.
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"
Conclusion
In 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).
Download Hubspot Connector for MS Excel
Documentation
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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Other App Integration scenarios for Hubspot
Other Connectors for MS Excel
Download Hubspot Connector for MS Excel
Documentation
How to connect Hubspot in MS Excel?
How to get Hubspot data in MS Excel?
How to read Hubspot data in MS Excel?
How to load Hubspot data in MS Excel?
How to import Hubspot data in MS Excel?
How to pull Hubspot data in MS Excel?
How to push data to Hubspot in MS Excel?
How to write data to Hubspot in MS Excel?
How to POST data to Hubspot in MS Excel?
Call Hubspot API in MS Excel
Consume Hubspot API in MS Excel
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Integration Hubspot in MS Excel
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Connect Hubspot in MS Excel
Load Hubspot in MS Excel
Load Hubspot data in MS Excel
Read Hubspot data in MS Excel
Hubspot API Call in MS Excel