Power BI Hubspot Connector

In this article you will learn how to integrate Hubspot data to Power BI without coding in just a few clicks (live / bi-directional connection to Hubspot). Hubpost 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!.

Using Hubspot Connector you will be able to connect, read, and write data from within Power BI. Follow the steps below to see how we would accomplish that.

Download Help File Buy

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.

Video Tutorial - Integrate Hubspot data in Power BI

This video covers following and more so watch carefully. After watching this video follow the steps described in this article.

How to download / install required driver for Hubspot integration in Power BI
How to configure connection for Hubspot
Features about API Driver (Authentication / Query Language / Examples / Driver UI)
Using Hubspot Connection in Power BI

Create ODBC Data Source (DSN) based on ZappySys API Driver

To get data from Hubspot using Power BI we first need to create a DSN (Data Source) which will access data from Hubspot. We will later be able to read data using Power BI. Perform these steps:

Install ZappySys ODBC PowerPack.
Open ODBC Data Sources (x64):
Create a User Data Source (User DSN) based on ZappySys API Driver

ZappySys API Driver

You 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:

HubspotDSN

Hubspot

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]

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:

HubspotDSN

Hubspot

Private App (Static Access Token) [Http]

https://api.hubapi.com

Required 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...

User Credentials (3-Legged) [OAuth]

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.read

Fill in all required parameters and set optional parameters if needed:

HubspotDSN

Hubspot

User Credentials (3-Legged) [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...
RetryMode	Fill in the parameter...
RetryStatusCodeList	Fill in the parameter...
RetryCountMax	Fill in the parameter...
RetryMultiplyWaitTime	Fill in the parameter...

API Key in URL (Deprecated) [Http]

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:

HubspotDSN

Hubspot

API Key in URL (Deprecated) [Http]

https://api.hubapi.com

Required 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:
Click OK to finish creating the data source.

Read Hubspot data in Power BI from ODBC

Once you open Power BI Desktop click Get Data to get data from ODBC:
A window opens, and then search for "odbc" to get data from ODBC data source:
Another window opens and asks to select a Data Source we already created. Choose HubspotDSN and continue:

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 Power BI reports:

Import Hubspot data into Power BI from SQL Query

If you wish to import Hubspot data from SQL query rather than selecting table name then you can use advanced options during import steps (as below). After selecting DSN you can click on advanced options to see SQL Query editor.

Import Hubspot data into Power BI using SQL Query (ODBC Data source)

Edit Query / Using Parameters in Power BI (Dynamic Query)

In the real world, many values of your REST / SOAP API call may be coming from Parameters. If that's the case for you can try to edit script manually as below. In below example its calling SQL Query with POST method and passing some parameters. Notice below where paraAPIKey is Power BI Parameter (string type). You can use parameters anywhere in your script just like the normal variable.

let
    vKey=paraAPIKey,
    Source = Odbc.Query(
    "dsn=ZS-OData Customers", 
    "SELECT * FROM value WITH (SRC='http://httpbin.org/post'," 
    & "METHOD='POST'," 
    & "HEADER='Content-Type:application/json'," 
    & "BODY=@'{""CallerId"":1111, ""ApiKey"":""" & vKey & """}')")
in
Source

Edit Query Settings after Import

There will be a time you need to change initial Query after dataset import in Power BI. Not to worry, just follow these steps to edit your SQL.

Edit Power BI Data Source SQL after SOAP Web Service Import

Edit Power BI Data Source SQL after REST / SOAP Web Service Import

Using DirectQuery Option rather than Import

So far we have seen how to Import REST API data into Power BI but what if you have too much data and you dont want to import but link it. Power BI Offers very useful feature for this scenario. Its called DirectQuery Option. In this section we will explore how to use DirectQuery along with ZappySys Drivers. Out of the box ZappySys Drivers wont work in ODBC Connection Mode so you have to use SQL Server Connection rather than ODBC if you wish to use Live data using DirectQuery option. See below step by step instructions to enable DirectQuery mode in Power BI for REST API data. Basically we will use ZappySys Data Gateway its part of ODBC PowerPack. We will then use Linked Server in SQL Server to Link API Service and then we will issue OPENROWSET queries from Power BI to SQL Server and it will then call REST API via ZappySys Data Gateway.

Step-By-Step - How to query Hubspot API in SQL Server

First read this article carefully, How to query Hubspot API in SQL Server.
Once linked server is configured we are ready to issue API query in Power BI.
Click Get Data in Power BI, select SQL Server Database
Enter your server name and any database name
Select Mode as DirectQuery
Click on Advanced and enter query like below (we are assuming you have created JSON Data Source in Data Gateway and defined linked server (Change name below).
```
Select * from OPENQUERY(HUBSPOT_LINKED_SERVER,'SELECT * FROM Customers')
```
Select * from OPENQUERY(
HUBSPOT_LINKED_SERVER,
'SELECT * FROM Customers'
)

DirectQuery option for Power BI (Read REST API Data Example using SQL Server Linked Server and ZappySys Data Gateway)
Click OK and Load data ... That's it. Now your Hubspot API data is linked rather than imported.

Working with Gateways in Power BI (Schedule Import)

If the data needs to be updated, it is necessary to create a gateway on-premises. In this new section, we will install a Power BI Gateway and in the next section schedule it to update the REST API information.

In the last section, we Published the report. Power BI may ask you to SIGN IN.

Sign in Power BI
Select the Workspace and select Datasets

Go to workspace and dataset
Right-click the report and select Settings.

Specify settings for the report
The system will ask for a Gateway. Stay here.

Add Power BI Gateway

Use the following link to install a Data Gateway:

https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

Run the installer and press Next

Gateway installer
Select the option On-premises data gateway (recommended). This option allows access to multiple users and can be used by more applications than Power BI.

Choose Power BI option
The installer will show a warning message.

Warning message during installation
Select the path to install and check the I accept the terms.

Accept terms
Specify the email address to use the gateway.

Register email address
After entering the email, write the gateway name and a recovery key. Make sure to confirm the recovery key.

Enter recovery key

Manage gateways and configure the schedule

Once that the gateway is installed we will configure it and add the connection strings.

The next step is to go to manage gateway

Power BI - Manage Gateway Setting
In order to get the connection string, we will need the connection string of the ZappySys JSON Driver. In the first section of this post, we explained how to configure it. Press Copy Connection String

Connection properties
Once that the data is copied, add a New data Source. In Data Source Name, enter the Data Source Name of the ZappySys JSON driver in step 13 and in Data Source Type, select ODBC. In connection string copy and paste from the clipboard of the step 13 and press Add.

ZappySys connection properties in Power BI
Once added the gateway. You can see the schedule refresh to On and Add another time to add the time where you want to refresh the data.

Schedule gateway

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>>'
 AS
    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 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.

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
```
SELECT
  "ShipCountry",
  "OrderID",
  "CustomerID",
  "EmployeeID",
  "OrderDate",
  "RequiredDate",
  "ShippedDate",
  "ShipVia",
  "Freight",
  "ShipName",
  "ShipAddress",
  "ShipCity",
  "ShipRegion",
  "ShipPostalCode"
FROM "Orders"
Where "ShipCountry"='USA'
```
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 Power BI and integrate data without any coding. Click here to Download Hubspot Connector for Power BI 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 Power BI 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.

Search Companies

Search companies using one or more filter conditions. Choose properties to include in the output.

Parameter	Description
Properties

Search Contacts

Search contacts using one or more filter conditions. Choose properties to include in the output.

Parameter	Description
Properties

Search Tickets

Search tickets using one or more filter conditions. Choose properties to include in the output.

Parameter	Description
Properties

Search Deals

Search deals using one or more filter conditions. Choose properties to include in the output.

Parameter	Description
Properties

Search Products

Search products using one or more filter conditions. Choose properties to include in the output.

Parameter	Description
Properties

Search LineItems

Search LineItems using one or more filter conditions. Choose properties to include in the output.

Parameter	Description
Properties

Search Quotes

Search Quotes using one or more filter conditions. Choose properties to include in the output.

Parameter	Description
Properties

Get Contacts

Parameter	Description
Properties

Get Contact By ID

Parameter	Description
Properties

Get Contact Properties

Create Contacts

Update Contacts

Archive Contacts

Get Deals

Parameter	Description
Properties

Get Deal Properties

Get Deal By ID

Parameter	Description
Properties

Create Deals

Archive Deals

Update Deals

Get Products

Parameter	Description
Properties

Get Product By ID

Parameter	Description
Properties

Get Product Properties

Create Products

Archive Products

Update Products

Get Companies

Parameter	Description
Properties

Get Company By ID

Parameter	Description
Properties

Get Company Properties

Create Companies

Archive Companies

Update Companies

Get Line Items

Parameter	Description
Properties

Get Line Item By ID

Parameter	Description
Properties

Get Line Item Properties

Parameter	Description

Create Line Items

Parameter	Description

Archive Line Items

Update Line items

Get Tickets

Parameter	Description
Properties

Get Ticket By ID

Parameter	Description
Properties

Get Tickets Properties

Parameter	Description

Create Tickets

Archive Tickets

Update Tickets

Get Quotes

Parameter	Description
Properties

Get Ticket By ID

Parameter	Description
Properties

Get Quotes Properties

Parameter	Description

Create Quotes

Archive Quotes

Update Quotes

Get Owners

Parameter	Description
OwnerId

Generic Request

This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.

Parameter	Description
Url	API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body	Request Body content goes here
IsMultiPart	Check this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter	Enter filter to extract array from response. Example: $.rows[] --OR-- $.customers[].orders[*]. Check your response document and find out hierarchy you like to extract
Headers	Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

Other App Integration scenarios for Hubspot

SSIS

SQL Server

SSRS

Informatica

MS Access

MS Excel

SSAS

Python

JAVA

Tableau

SAP Crystal Reports

Azure Data Factory (ADF)

ODBC

Other Connectors for Power BI

Zendesk

ManagedEngine ServiceDesk Plus (Zoho)

Zoho CRM

Hubspot

Google Sheets

Stripe

YouTube

Google BigQuery

OneDrive

OData

Amazon Ads

Jira

Outlook Mail (Office 365)

Zoom

Shopify

Nativo

Google Drive

SharePoint Online

Amazon MWS

ElasticSearch

Google Calendar

DropBox

REST API

JSON

JSON File

XML

SOAP

XML File

JDBC-ODBC Bridge

Salesforce

CSV

Download Hubspot Connector for Power BI Documentation

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Power BI Hubspot Connector

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Power BI Hubspot Connector

Video Tutorial - Integrate Hubspot data in Power BI

Create ODBC Data Source (DSN) based on ZappySys API Driver

Private App (Static Access Token) [Http]

User Credentials (3-Legged) [OAuth]

API Key in URL (Deprecated) [Http]

Read Hubspot data in Power BI from ODBC

Import Hubspot data into Power BI from SQL Query

Edit Query / Using Parameters in Power BI (Dynamic Query)

Edit Query Settings after Import

Using DirectQuery Option rather than Import

Step-By-Step - How to query Hubspot API in SQL Server

Working with Gateways in Power BI (Schedule Import)

Manage gateways and configure the schedule

Create Custom Store Procedure in ZappySys Driver

Create Custom Virtual Table in ZappySys Driver

Conclusion

Actions supported by Hubspot Connector

Other App Integration scenarios for Hubspot

Other Connectors for Power BI

How to connect Hubspot in Power BI?

How to get Hubspot data in Power BI?

How to read Hubspot data in Power BI?

How to load Hubspot data in Power BI?

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Connect Hubspot in Power BI

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Hubspot API Call in Power BI