How to integrate Hubspot using Informatica PowerCenter
Learn how to quickly and efficiently connect Hubspot with Informatica PowerCenter for smooth data access.
Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required. You can do it all using the high-performance Hubspot ODBC Driver for Informatica PowerCenter (often referred to as the Hubspot Connector). We'll walk you through the entire setup.
Ready to dive in? Download the product to jump right in, or follow the step-by-step guide below to see how it works.
Introduction
JSON / REST API is becoming more and more popular each day as everyone embrace cloud-centric services. This article is primarily focused on Informatica users who want to access Hubspot data or may be other API Integration in Informatica. However many tips and techniques described in this article will help you to understand how to integrate Hubspot / XML SOAP / JSON / REST API in other ETL / Reporting apps such as Tableau, Power BI, SSRS, Talend, Excel and many more.
After going through this article you will learn how to Read Hubspot / JSON / REST API data in Informatica and understand the concept of JSON / REST API. We will go through many screenshots and step-by-step examples to demonstrate Hubspot or REST API integration in Informatica PowerCenter.
XML / JSON can come from a local file or REST API service (internal or public) so we will include both examples in this article (i.e. Read JSON files in Informatica, Import REST API in Informatica). So let’s get started. Next article will focus on how to write data to API in Informatica (POST / PUT data)
If you need to consume API which is not listed on connector library page then please refer to the below article links. It talks about how to read / write pretty much any API and not just Hubspot API. It explains various API tips / tricks using our other Universal Drivers not mentioned in this article (i.e. ZappySys JSON / XML and CSV Drivers).
Requirements
This article assumes that you have full filled following basic requirements.
- Download Install ZappySys ODBC PowerPack (API Driver for Hubspot included)
- Install Informatica PowerCenter Client Tools (e.g. Workflow and Mapping Designers)
- Access to a Relational database such as SQL Server (or use any of your choice e.g. Oracle, MySQL, DB2 ). If nothing available then you can use flat file target.
High level Steps for Import Hubspot data using Informatica (Read Hubspot API data)
Before we dive deep to learn how to load Hubspot data in Informatica (i.e. Hubspot to SQL Table), Here the summary of high-level steps you need to perform to import Hubspot in Informatica (same steps for Import JSON / XML / REST API).
- Download and Install ZappySys API Driver (for connecting to Hubspot)
- Create ODBC DSN using ZappySys API driver and choose Hubspot Connector during Wizard
- Create Relational > ODBC Connection in Informatica Workflow designer (Point to DSN we created in the previous step)
- Import Hubspot Source Definition in the Informatica Mapping Designer > Sources Tab
- Import Target Table Definition in the Informatica Mapping Designer > Targets Tab
- Create source to target mapping in Mappings tab
- Save mapping (name m_API_to_SQL_Load )
- Create Session using the mapping we created in the previous step
- Save Workflow and execute to load Hubspot data into SQL Table. Verify your data and log.
Video Tutorial – Read any API / JSON data in Informatica (Load Hubspot to SQL Table)
Below video is not about Hubspot API but its showing API access in general (for any API). By watching following ~5 min video can learn steps listed in this article to load JSON API data into SQL Server Table using ZappySys JSON Driver. You can go though full article to learn many useful details not covered in this video.
Getting Started – Import Hubspot to SQL Server in Informatica
Now let’s get started. For example purpose, we will read data from Hubspot and load data into SQL Server Table using Informatica Workflow.
Create data source using Hubspot ODBC Driver
Step-by-step instructions
To get data from Hubspot using Informatica PowerCenter, we first need to create an ODBC data source. We will later read this data in Informatica PowerCenter. Perform these steps:
-
Download and install ODBC PowerPack (if you haven't already).
-
Search for
odbcand open the ODBC Data Sources (64-bit):
-
Create a User data source (User DSN) based on the ZappySys API Driver driver:
ZappySys API Driver
- Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
- Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this
-
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.
Hubspot authentication
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]
Follow these instructions to create a Private app in HubSpot and configure HubSpot authentication in SSIS package or ODBC data source:
- First of all, go to HubSpot portal.
-
Then click Data Management option on the left
and then hit Integrations menu item:
-
Move on by clicking Private Apps menu item
and then click Create a private app button to create one:
- Then continue by following the instructions on HubSpot Docs.
-
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.
- Done! Now you are ready to use HubSpot Connector!
API Connection Manager configuration
Just perform these simple steps to finish authentication configuration:
-
Set Authentication Type to
Private app (Static Access Token) [Http] - Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Finally, hit OK button:
HubspotDSNHubspotPrivate app (Static Access Token) [Http]https://api.hubapi.comRequired Parameters AccessToken Fill-in the parameter... Optional Parameters RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True
Hubspot authentication
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]
Follow these instructions to create a Public app in HubSpot and configure HubSpot authentication in SSIS package or ODBC data source:
- 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 Create app button to create a Public app:
-
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).- 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.
- When you are done with that, click Generate Token button to generate Access and Refresh Tokens.
- Done! Now you are ready to use HubSpot Connector!
API Connection Manager configuration
Just perform these simple steps to finish authentication configuration:
-
Set Authentication Type to
Public app [OAuth] - Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Press Generate Token button to generate the tokens.
- Finally, hit OK button:
HubspotDSNHubspotPublic app [OAuth]https://api.hubapi.comRequired 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
- 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):
Hubspot authentication
Deprecated authentication method. Use [Private app] instead. [API reference]
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!
API Connection Manager configuration
Just perform these simple steps to finish authentication configuration:
-
Set Authentication Type to
Developer API key (Deprecated) [Http] - Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Finally, hit OK button:
HubspotDSNHubspotDeveloper API key (Deprecated) [Http]https://api.hubapi.comRequired Parameters ApiKey Fill-in the parameter... Optional Parameters RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True
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 - HubspotRead and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.HubspotDSN
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 Informatica PowerCenter 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 datamuch faster .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 Informatica PowerCenter:
ZappySys API Driver - HubspotRead and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.HubspotDSNSELECT * FROM Companies -- WHERE Id=123
You can also access data quickly from the tables dropdown by selecting <Select table>.AWHEREclause,LIMITkeyword will be performed on the client side, meaning that thewhole 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).Click OK to finish creating the data source.
Video Tutorial
Create Connection in Informatica Workflow Designer
Once you create DSN using API Driver our next step is to define a connection for Hubspot source in Informatica PowerCenter Workflow designer.
- Open Workflow designer [W] icon
- Goto Connections > Relational
- Click New and select ODBC
- Now on the ODBC connection setup enter connection name, some fake userid / password (this is a required field but its ignored by JSON Driver)
-
In the Connection String field enter the exact same name of DSN (Open ODBC Data Sources UI to confirm)
Configure Hubspot connection in Informatica for REST API – Using ZappySys API Driver
- Click OK to close the connection properties.
That’s it. Now we ready to move to next step (define source and target in Mapping Designer).
Import Hubspot Source Definition in Informatica Mapping Designer
Now let’s look at steps to import Hubspot table definition.
-
Open Informatica Mapping Designer (Click [D] icon)
-
Click on Source Icon to switch to Sources designer
-
From the top menu > Click on Sources > Import from Database …
-
Select ODBC data source from the dropdown (Find out DSN we created earlier to use as JSON Source)
-
Click Connect button to get a list of tables. Any array node is listed as a table. Also, you will see array node with parent columns (e.g. value_with_parent). You may get some warning like below but they are harmless so just ignore by clicking OK.
DLL name entry missing from C:\Informatica\PowerCenter8.6.1\client\bin\powrmart.ini Section = ODBCDLL Entry = ZappySys JSON Driver
—————————————————-
Using EXTODBC.DLL to support ZappySys JSON Driver. For native support of ZappySys JSON Driver make an entry in the .ini file. - Select Table you wish to get (You can filter rows by custom SQL query. We will see later in this article how to do)
- Optionally once table structure is imported you can rename it
- That’s it, we are now ready to perform similar steps to import Target table structure in the next section.
Import SQL Server Target Definition in Informatica Mapping Designer
Now let’s look at steps to import Target table definition (very similar to the previous section, the only difference is this time we will select DSN which points to SQL Server or any other Target Server).
Now lets look at steps to import target table definition in Informatica mapping designer.
- In the Mapping Designer, Click on Target Icon to switch to Target designer
- From the top menu > Click on Targets > Import from Database …
- Select DSN for your Target server (if DSN doesn’t exist then create one by opening ODBC Sources just like we created one for JSON API source (see the previous section about creating DSN).
- Enter your userid , password and Schema name and click Connect to see tables
- Select Table name to and click OK import definition.
Create Source to Target Mapping in Informatica (Import JSON to SQL Server)
Once you have imported source and target table definition, we can create mapping and transformation to load data from JSON to SQL Table.
- First open Mapping Designer (Click [D] icon)
- Drag JSON Source from sources folder
- Drag SQL Table from Targets folder
- Map desired columns from Source to target
-
For certain columns you may have to do datatype conversion. For example to convert OrderDate form nstring to DataTime you have to use Expression Transform like below and map it to target. In below example, our JSON has date format (e.g. 2018-01-31 12:00:00 AM ). To import this to DateTime field in SQL server we need to convert it using TO_DATE function. Use double quotes around T to make this format working.
TO_DATE(OrderDate,'YYYY-MM-DD H12:MI:SS AM') --For ISO use below way TO_DATE(OrderDate,'YYYY-MM-DD"T"HH24:MI:SS') - Once you done with mapping save your mapping and name it (i.e. m_Api_To_SQL)
- Now lets move to next section to create workflow.
Create Workflow and Session in Informatica
Now the final step is to create a new workflow. Perform following steps to create workflow which with a session task to import JSON data into SQL table.
- Open workflow designer by click [W] icon.
-
Launch new workflow creation wizard by click Workflow top menu > Wizard
name your workflow (e.g. wf_Api_Tp_Sql_Table_Import) - Finish the wizard and double-click the Session to edit some default properties.
- First change Error settings so we fail session on error (By default its always green)
- Select JSON connection for Source
- Change default Source query if needed. You can pass parameters to this query to make it dynamic.
- Select Target connection of SQL Target Table
- Save workflow
- That’s it. We ready to run our first workflow to load JSON data to SQL.
Execute Workflow and Validate Log in Informatica
Now once you are done with your workflow, execute it to see the log.
POST data to Hubspot in Informatica
There will be a time when you like to send Source data to REST API or SOAP Web Service. You can use below Query for example. For detailed explanation on how to POST data in Informatica check this article .
Video Tutorial – How to POST data to REST API in Informatica
Here is detailed step by step video on REST API POST in informatica PowerCenter
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Optional: Centralized data access via ZappySys Data Gateway
In some situations, you may need to provide Hubspot data access to multiple users or services. Configuring the data source on a Data Gateway creates a single, centralized connection point for this purpose.
This configuration provides two primary advantages:
-
Centralized data access
The data source is configured once on the gateway, eliminating the need to set it up individually on each user's machine or application. This significantly simplifies the management process.
-
Centralized access control
Since all connections route through the gateway, access can be governed or revoked from a single location for all users.
Data Gateway Local ODBCdata sourceSimple configuration Installation Single machine Per machine Connectivity Local and remote Local only Connections limit Limited by License Unlimited Central data access Central access control More flexible cost To achieve this, you must first create a data source in the Data Gateway (server-side) and then create an ODBC data source in Informatica PowerCenter (client-side) to connect to it.
Let's not wait and get going!
Create Hubspot data source in the gateway
In this section we will create a data source for Hubspot in the Data Gateway. Let's follow these steps to accomplish that:
-
Search for
gatewayin the Windows Start Menu and open ZappySys Data Gateway Configuration:
-
Go to the Users tab and follow these steps to add a Data Gateway user:
- Click the Add button
-
In the Login field enter a username, e.g.,
john - Then enter a Password
- Check the Is Administrator checkbox
- Click OK to save
-
Now we are ready to add a data source:
- Click the Add button
- Give the Data source a name (have it handy for later)
- Then select Native - ZappySys API Driver
- Finally, click OK
HubspotDSNZappySys API Driver
-
When the ZappySys API Driver configuration window opens, go back to ODBC Data Source Administrator where you already have the Hubspot ODBC data source created and configured, and follow these steps on how to Import data source configuration into the Gateway:
-
Open ODBC data source configuration and click Copy settings:
ZappySys API Driver - HubspotRead and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.HubspotDSN
-
The window opens, telling us the connection string was successfully copied to the clipboard:
-
Then go to Data Gateway configuration and in data source configuration window click Load settings:
HubspotDSNZappySys API Driver - Configuration [Version: 2.0.1.10418]ZappySys API Driver - HubspotRead and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.HubspotDSN
-
Once a window opens, just paste the settings by pressing
CTRL+Vor by clicking right mouse button and then Paste option.
-
Open ODBC data source configuration and click Copy settings:
-
Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:
- This will initially allow all inbound traffic.
- Click Edit IP filters to restrict access to specific IP addresses or ranges.
-
Crucial Step: After creating or modifying the data source, you must:
- Click the Save button to persist your changes.
- Hit Yes when prompted to restart the Data Gateway service.
This ensures all changes are properly applied:
Skipping this step may cause the new settings to fail, preventing you from connecting to the data source.
Create ODBC data source to connect to the gateway
In this part we will create an ODBC data source to connect to the ZappySys Data Gateway from Informatica PowerCenter. To achieve that, let's perform these steps:
-
Search for
odbcand open the ODBC Data Sources (64-bit):
-
Create a User data source (User DSN) based on the ODBC Driver 17 for SQL Server driver:
ODBC Driver 17 for SQL Server
If you don't see the ODBC Driver 17 for SQL Server driver in the list, choose a similar version. -
Then set a Name for the data source (e.g.
Gateway) and the address of the Data Gateway:ZappySysGatewayDSNlocalhost,5000
Make sure you separate the hostname and port with a comma, e.g.localhost,5000. -
Proceed with the authentication part:
- Select SQL Server authentication
-
In the Login ID field enter the user name you created in the Data Gateway, e.g.,
john - Set Password to the one you configured in the Data Gateway
-
Then set the default database property to
HubspotDSN(the one we used in the Data Gateway):HubspotDSNHubspotDSN
Make sure to type the data source name manually or copy/paste it directly into the field. Using the dropdown might fail because the Trust server certificate option is not enabled yet (next step). -
Continue by checking the Trust server certificate option:
-
Once you do that, test the connection:
-
If the connection is successful, everything is good:
-
Done!
We are ready to move to the final step. Let's do it!
Access data in Informatica PowerCenter via the gateway
Finally, we are ready to read data from Hubspot in Informatica PowerCenter via the Data Gateway. Follow these final steps:
-
Go back to Informatica PowerCenter.
-
Open Informatica Mapping Designer (Click [D] icon)
-
Click on Source Icon to switch to Sources designer
-
From the top menu > Click on Sources > Import from Database …
-
Select ODBC data source from the dropdown (Find out DSN we created earlier to use as JSON Source)
-
Click Connect button to get a list of tables. Any array node is listed as a table. Also, you will see array node with parent columns (e.g. value_with_parent). You may get some warning like below but they are harmless so just ignore by clicking OK.
DLL name entry missing from C:\Informatica\PowerCenter8.6.1\client\bin\powrmart.ini Section = ODBCDLL Entry = ZappySys JSON Driver
—————————————————-
Using EXTODBC.DLL to support ZappySys JSON Driver. For native support of ZappySys JSON Driver make an entry in the .ini file. -
Read the data the same way we discussed at the beginning of this article.
-
That's it!
Now you can connect to Hubspot data in Informatica PowerCenter via the Data Gateway.
If you are asked for authentication details, use Database authentication, SQL authentication or Basic authentication option and enter the credentials you used when configuring the Data Gateway, e.g.johnand your password.Supported Hubspot Connector actions
Got a specific use case in mind? We've mapped out exactly how to perform a variety of essential Hubspot operations directly in Informatica PowerCenter, so you don't have to figure out the setup from scratch. Check out the step-by-step guides below:
- 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
- Make Generic REST API Request
- Make Generic REST API Request (Bulk Write)
Conclusion
In this article we showed you how to connect to Hubspot in Informatica PowerCenter and integrate data without writing complex code — all of this was powered by Hubspot ODBC Driver.
Download ODBC PowerPack now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):
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