Hubspot Connector for 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! 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. 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. 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 Excel 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 Excel:

   

   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 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:

   

Actions supported by Hubspot Connector

Learn how to perform common Hubspot actions directly in MS Excel 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 Excel 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 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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