Hubspot Connector for Power BI 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 Power BI without coding. We will use high-performance Hubspot Connector to easily connect to Hubspot and then access the data inside Power BI. Let's follow the steps below to see how we can accomplish that! Download Documentation Hubspot Connector for Power BI 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 SSRS Connect to Hubspot in Informatica Connect to Hubspot in MS Access Connect to Hubspot in MS Excel 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

Video Tutorial - Integrate Hubspot data in Power BI

This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:

• How to download and install the required PowerPack for Hubspot integration in Power BI
• How to configure the connection for Hubspot
• Features of the ZappySys API Driver (Authentication / Query Language / Examples / Driver UI)
• How to use the Hubspot in Power BI

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

Step-by-step instructions

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:

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.
   Power BI uses a Service Account, when a solution is deployed to production environment, therefore for production environment you have to create and use a System DSN.

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 Power BI 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 Power BI:

   

   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 Hubspot data in Power BI using ODBC

Importing Hubspot data into Power BI from table or view

1. Once you open Power BI Desktop click Get Data to get data from ODBC:
   

2. A window opens, and then search for "odbc" to get data from ODBC data source:
   

3. Another window opens and asks to select a Data Source we already created. Choose HubspotDSN and continue:

   HubspotDSN

   

4. 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

   

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

6. Finally, finally, use extracted data from Hubspot in a Power BI report:
   

Importing Hubspot data into Power BI using SQL query

If you wish to import Hubspot data from SQL query rather than a table 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.

HubspotDSN

SELECT * FROM Companies --Where Id=123

Using a full ODBC connection string

In the previous steps we used a very short format of ODBC connection string - a DSN. Yet sometimes you don't want a dependency on an ODBC data source (and an extra step). In those times, you can define a full connection string and skip creating an ODBC data source entirely. Let's see below how to accomplish that in the below steps:

1. Open ODBC data source configuration and click Copy settings:
   

   ZappySys API Driver - Configuration [Version: 2.0.1.10418]

   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

   
2. The window opens, telling us the connection string was successfully copied to the clipboard:
3. Then just paste the connection string into your script:
   HubspotDSN

   DRIVER={ZappySys API Driver};ServiceUrl=https://api.hubapi.com;CredentialType=Token;

   
4. You are good to go! The script will execute the same way as using a DSN.

Limitations of using a full connection string

Despite using a full ODBC connection string may be very convenient it comes with a limitation: it's length is limited to 1024 symbols (or sometimes more). It usually happens when API provider generates a very long Refresh Token when OAuth is at play. If you are using such a long ODBC connection string, you may get this error:

"Connection string exceeds maximum allowed length of 1024"

But there is a solution to this by storing the full connection string in a file. Follow the steps below to achieve this:

1. Open your ODBC data source.
2. Click Copy settings button to copy a full connection string (see the previous section on how to accomplish that).
3. Then create a new file, let's say, in C:\temp\odbc-connection-string.txt.
4. Continue by pasting the copied connection string into a newly created file and save it.
5. Finally, the last step! Just construct a shorter ODBC connection string using this format:

   DRIVER={ZappySys API Driver};SettingsFile=C:\temp\odbc-connection-string.txt

6. Our troubles are over! Now you should be able to use this connection string in Power BI with no problems.

Editing query for table in Power BI

There will be a time you need to change the initial query after importing data into Power BI. Don't worry, just right-click on your table and click Edit query menu item:

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.

To use a parameter in Power BI report, follow these simple steps:

1. Firstly, you need to Edit query of your table (see previous section)

2. Then just create a new parameter by clicking Manage Parameters dropdown, click New Parameter option, and use it in the query:

   						
                               = Odbc.Query("dsn=HubspotDSN",
                                            "SELECT ProductID, ProductName, UnitPrice, UnitsInStock
                                             FROM Products
                                             WHERE UnitPrice > " & Text.From(MyParameter) & "
                                             ORDER BY UnitPrice")
                           
                   

   
   Refer to Power Query M reference for more information on how to use its advanced features in your queries.

Using DirectQuery Option rather than Import

So far we have seen how to Import Hubspot data into Power BI, but what if you have too much data and you don't want to import but link it. Power BI Offers very useful feature for this scenario. It's called DirectQuery Option. In this section we will explore how to use DirectQuery along with ZappySys Drivers.

Out of the box ZappySys Drivers won't 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 Hubspot 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, then issue OPENROWSET queries from Power BI to SQL Server, and it will then call Hubspot via ZappySys Data Gateway.

1. First, create a data source in ZappySys Data Gateway and create a Linked Server based on it.
2. Once SQL Server Linked Server is configured we are ready to issue a SQL query in Power BI.
3. Click Get Data in Power BI, select SQL Server Database
4. Enter your server name and any database name
5. Select Mode as DirectQuery
6. Click on Advanced and enter query like below (we are assuming you have created Hubspot Data Source in Data Gateway and defined linked server - change the name below).

   SELECT * FROM OPENQUERY([LS_TO_HUBSPOT_IN_GATEWAY], 'SELECT * FROM Companies --Where Id=123')

   SELECT * FROM OPENQUERY([LS_TO_HUBSPOT_IN_GATEWAY], 'SELECT * FROM Companies --Where Id=123')

   

   
   DirectQuery option for Power BI (Read Hubspot Data Example using SQL Server Linked Server and ZappySys Data Gateway)

7. Click OK and Load data... That's it. Now your Hubspot API data is linked rather than imported.

Publishing Power BI report to Power BI service

Here are the instructions on how to publish a Power BI report to Power BI service from Power BI Desktop application:

1. First of all, go to Power BI Desktop, open a Power BI report, and click Publish button:

   

2. Then select the Workspace you want to publish report to and hit Select button:

   

3. Finally, if everything went right, you will see a window indicating success:

   

   If you need to periodically refresh Power BI semantic model (dataset) to ensure data accuracy and up-to-dateness, you can accomplish that by using Microsoft On-premises data gateway. Proceed to the next section - Refreshing Power BI semantic model (dataset) using On-premises data gateway - and learn how to do that.

Refreshing Power BI semantic model (dataset) using On-premises data gateway

Power BI allows to refresh semantic models which are based on data sources that reside on-premises. This can be achieved using Microsoft On-premises data gateway. There are two types of On-premises gateways:

• Standard Mode
• Personal Mode

Standard Mode supports Power BI and other Microsoft Data Fabric services. It fits perfectly for Enterprise solutions as it installs as a Windows Service and also supports Direct Query feature.

Personal Mode, on the other hand, can be configured faster, but is designed more for home users (you cannot install it as a Windows Service and it does not support DirectQuery). You will find a detailed comparison in the link above.

We recommend to go with Personal Mode for a quick POC solution, but use Standard Mode in production environment.

Below you will find instructions on how to refresh semantic model using both types of gateways.

Refresh using On-premises data gateway (standard mode)

Here are the instructions on how to refresh a Power BI semantic model using On-premises data gateway (standard mode):

1. Go to Power BI My workspace, hover your mouse cursor on your semantic model and click Settings:

   

2. If you see this view, it means you have to install On-premises data gateway (standard mode):

   

3. Install On-premises data gateway (standard mode) and sign-in:

   
   Use the same email address you use when logging in into Power BI account.

4. Register a new gateway (or migrate an existing one):

   

5. If you are creating a new gateway, name your gateway, enter a Recovery key, and click Configure button:

   

6. Now, let's get back to your semantic model settings in Power BI portal. Refresh the page and you should see your newly created gateway. Click arrow icon and then click on Add to gateway link:

   ODBC{"connectionstring":"dsn=HubspotDSN"}

   

7. Once you do that, you will create a new gateway connection. Give it a name, set Authentication method, Privacy level, and click Create button:

   dsn=HubspotDSN

   
   In this example, we used the least restrictive Privacy level.

   If your connection uses a full connection string you may hit a length limitation when entering it into the field. To create the connection, you will need to shorten it manually. Check the section about the limitation of a full connection string on how to accomplish it.

   On-premises data gateway (personal mode) does not have this limitation.

8. Proceed by choosing the newly created connection:

   ODBC{"connectionstring":"dsn=HubspotDSN"}

   

9. Finally, you are at the final step where you can refresh the semantic model:

   

Refresh using On-premises data gateway (personal mode)

Here are the instructions on how to refresh a Power BI semantic model using On-premises data gateway (personal mode):

1. Go to Power BI My workspace, hover your mouse cursor on your semantic model and click Settings:

   

2. If you see this view, it means you have to install On-premises data gateway (personal mode):

   

3. Install On-premises data gateway (personal mode) and sign-in:

   
   Use the same email address you use when logging in into Power BI account.

4. Again, go to your semantic model Settings, expand Data source credentials, click Edit credentials, select Authentication method together with Privacy level, and then click Sign in button:

   dsn=HubspotDSN

   

5. Finally, you are ready to refresh your semantic model:

   

Actions supported by Hubspot Connector

Learn how to perform common Hubspot actions directly in Power BI 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 Power BI 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 Power BI 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 Power BI Documentation

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