SAP Crystal Reports Hubspot Connector

In this article you will learn how to integrate Hubspot data to SAP Crystal Reports 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 SAP Crystal Reports. Follow the steps below to see how we would accomplish that.

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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.

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

To get data from Hubspot using SAP Crystal Reports we first need to create a DSN (Data Source) which will access data from Hubspot. We will later be able to read data using SAP Crystal Reports. 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. If you need File Upload feature then choose files scope.

Your selected scopes when registering your app must match the scopes you enter here on the connector screen. You cannot request less or more scopes for now (it may change in future). If they don't match, the connector will not be able to work with your HubSpot account!

		
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

you can add more... but must select same number of scopes in the connection screen too (Scopes Parameter)

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 (Must Match with App Scopes)	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 data in SAP Crystal Reports from the ODBC data source

First of all, open SAP Crystal Reports and create the new Crystal Report.
And it will open the new data source selection window. Under ODBC(RDO) double click on the Make New Connection and Select the desired ODBC DSN, in our case we need to select HubspotDSN which we created in upper section. And Click on Next.

HubspotDSN
Expand the Connection and under the data select the desired table(s) or view(s) and click Add > button and click on Next.

HubspotDSN

HubspotDSN
Add the desired Fields to Display in the Reports. Here we are adding all fields and click on Finish.
That's it and you will be able to load the data in the Report.

Using ZappySys Driver Custom Views and Store Procedure in SAP Crystal Report

You can create parameterized Stored Procedure and Virtual Tables on the same Data Source (ODBC DSN or Data Gateway Data Source). Please refer to this article for the same. You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Using Custom Views in the SAP Crystal Report

After establishing the connection with HubspotDSN Data Source you can use the custom view in SQL Crystal Report.

HubspotDSN

Using Custom Store Procedure in the SAP Crystal Report

First of all, create the custom store procedure in the ZappySys Driver. Please refer to this article to create the custom store procedure.
After establishing the connection with HubspotDSN Data Source you can use the custom Store Procedure in SQL Crystal Report. Same way you can write custom queries also in the query box.

HubspotDSN

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';
```
Let's generate the SQL Server Query Code to make the API call using store procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
```
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
```
Now go to SQL served and execute that query and it will make the API call using store procedure and provide you the response.

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"
```
Let's generate the SQL Server Query Code to make the API call using store procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
```
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
```
Now go to SQL served and execute that query and it will make the API call using store procedure and provide you the response.

Conclusion

In this article we discussed how to connect to Hubspot in SAP Crystal Reports and integrate data without any coding. Click here to Download Hubspot Connector for SAP Crystal Reports 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 SAP Crystal Reports 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

Upload File from Local Disk

Uploads local file to Hubspot CRM. This API requires files permission for the App (see scopes)

Parameter

Description

Source File Path

Specify a disk file path

Target Folder Path

Specify Target folder path. Partially optional field. One of folderPath or folderId must be specified. Path of the folder the file should be uploaded into. Uploading files into the root path “/” is highly discouraged.

Target File Name (e.g. MyFile.xlsx)

Specify file name you like to give

AccessType

Specify file access type

Option	Value
PRIVATE	PRIVATE
PUBLIC_NOT_INDEXABLE	PUBLIC_NOT_INDEXABLE
PUBLIC_INDEXABLE	PUBLIC_INDEXABLE

Overwrite

Specify wheather you like to overwrite target file if exists. If true this file with replace any existing files with the name, folder, and type. Note: If this is set to false, and the uploaded file matches the filename of an existing file in the same folder, the file will be uploaded with a number incremented filename (e.g. example_file.txt will become example_file-1.txt)

Option	Value
false	false
true	true

DuplicateValidationStrategy

Specify how to handle duplicate target file.

Option	Value
NONE	NONE
REJECT	REJECT
RETURN_EXISTING	RETURN_EXISTING

DuplicateValidationScope

Specify scope of duplicate validation.

Option	Value
EXACT_FOLDER	EXACT_FOLDER
ENTIRE_PORTAL	ENTIRE_PORTAL

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. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). 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

Power BI

SSRS

Informatica

MS Access

MS Excel

SSAS

Python

JAVA

Tableau

Azure Data Factory (ADF)

ODBC

Other Connectors for SAP Crystal Reports

Zendesk

Azure DevOps

ManagedEngine ServiceDesk Plus (Zoho)

Zoho CRM

Hubspot

Google Sheets

Stripe

YouTube

Google BigQuery

OneDrive

OData

Amazon Ads

Mailchimp

Jira

Outlook Mail (Office 365)

Zoom

Cosmos DB

Shopify

Nativo

Google Drive

SharePoint Online

Amazon MWS

ServiceNow

ElasticSearch

Google Calendar

DropBox

REST API

JSON

JSON File

XML

SOAP

XML File

JDBC-ODBC Bridge

Salesforce

CSV

Amazon S3 JSON File

Amazon S3 XML File

Amazon S3 CSV File

Azure Blob JSON File

Azure Blob XML File

Azure Blob CSV File

FTP/SFTP JSON File

FTP/SFTP XML File

FTP/SFTP CSV File

Download Hubspot Connector for SAP Crystal Reports Documentation

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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 data in SAP Crystal Reports from the ODBC data source

Using ZappySys Driver Custom Views and Store Procedure in SAP Crystal Report

Using Custom Views in the SAP Crystal Report

Using Custom Store Procedure in the SAP Crystal Report

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 SAP Crystal Reports

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