Introduction

You can connect to your Hubspot data in SSAS using the high-performance Hubspot ODBC Driver (powered by Hubspot Connector). We'll walk you through the entire setup.

Let's not waste time and get started!

Create data source in ZappySys Data Gateway

In this section we will create a data source for Hubspot in the Data Gateway. Let's follow these steps to accomplish that:

  1. Download and install ODBC PowerPack (if you haven't already).

  2. Search for gateway in the Windows Start Menu and open ZappySys Data Gateway Configuration:

    Open ZappySys Data Gateway Service Manager

  3. 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
    Data Gateway - Add User

  4. 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
    HubspotDSN
    ZappySys API Driver
    Data Gateway - Add data source

  5. 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
    ODBC DSN Template Selection

  6. Select your authentication scenario below to expand connection configuration steps to:

    • Configure the authentication in Hubspot.
    • Enter those details into the ZappySys API Driver data source configuration.
    Private app (Static Access Token)

    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:

    1. First of all, go to HubSpot portal.
    2. Then click Data Management option on the left and then hit Integrations menu item: Go to integrations in HubSpot
    3. Move on by clicking Private Apps menu item and then click Create a private app button to create one: Create private app to get HubSpot data via REST API
    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!

    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to Private app (Static Access Token) [Http]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Finally, hit OK button:
    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
    ODBC DSN HTTP Connection Configuration
    Find full details in the Hubspot Connector authentication reference.
    Public app

    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:

    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: Create public app to get HubSpot data via REST API
    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!

    API Connection Manager configuration

    Just perform these simple steps to finish authentication configuration:

    1. Set Authentication Type to Public app [OAuth]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Press Generate Token button to generate the tokens.
    5. Finally, hit OK button:
    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
    ODBC DSN OAuth Connection Configuration
    Find full details in the Hubspot Connector authentication reference.
    Developer API key (Deprecated)

    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: Get HubSpot API key
    • When a popup appears, click Show Key button and then hit Copy button to copy API key: Use API key to read HubSpot data via REST API
    • 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:

    1. Set Authentication Type to Developer API key (Deprecated) [Http]
    2. Optional step. Modify API Base URL if needed (in most cases default will work).
    3. Fill in all the required parameters and set optional parameters if needed.
    4. Finally, hit OK button:
    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
    ODBC DSN HTTP Connection Configuration
    Find full details in the Hubspot Connector authentication reference.

  7. 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
    Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.
    HubspotDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API

  8. 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 SSAS to retrieve data from Hubspot. Hit OK button to use this query in the next step. 

    SELECT * FROM Companies
-- WHERE Id=123
    Configure table/endpoint parameters in ODBC data source based on API Driver
    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.

  9. 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 SSAS:

    ZappySys API Driver - Hubspot
    Read and write HubSpot data effortlessly. Integrate, manage, and automate contacts, companies, deals, and tickets — almost no coding required.
    HubspotDSN
    SELECT * FROM Companies
-- WHERE Id=123
    API ODBC Driver-based data source data preview
    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).

  10. Click OK to finish creating the data source.

  11. Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:

    Data Gateway - Add firewall rule for inbound connections
    • This will initially allow all inbound traffic.
    • Click Edit IP filters to restrict access to specific IP addresses or ranges.

  12. 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:

    ZappySys Data Gateway - Save Changes
    Skipping this step may cause the new settings to fail, preventing you from connecting to the data source.

Read Hubspot data in SSAS cube

With the data source created in the Data Gateway (previous step), we're now ready to read Hubspot data in an SSAS cube. Before we dive in, open Visual Studio and create a new Analysis Services project. Then, you're all set!

In the example below, we use Multidimensional and Data Mining Analysis Services project, but it should work with Tabular project too.

Create data source based on ZappySys Data Gateway

Let's start by creating a data source for a cube, based on the Data Gateway's data source we created earlier. So, what are we waiting for? Let's do it!

  1. Create a new data source: Create new data source in SSAS to read API data
  2. Once a window opens, select Create a data source based on an existing or new connection option and click New...: Connect to ZappySys Data Gateway in SSAS to read API data
  3. Here things become a little complicated, but do not despair, it's only for a little while. Just perform these little steps:
    • Select Native OLE DB\SQL Server Native Client 11.0 as provider.
    • Enter your Server name (or IP address) and Port, separated by a comma.
    • Select SQL Server Authentication option for authentication.
    • Input User name which has admin permissions in the ZappySys Data Gateway.
    • In Database name field enter the same data source name you use in the ZappySys Data Gateway.
    • Hopefully, our hard work is done, when we Test Connection.
    HubspotDSN
    HubspotDSN
    Configure new data source in SSAS to read API data
    If SQL Server Native Client 11.0 is not listed as Native OLE DB provider, try using these:
    • Microsoft OLE DB Driver for SQL Server
    • Microsoft OLE DB Provider for SQL Server
  4. Indeed, life is easy again: Test connection to ZappySys Data Gateway in SSAS to read API data

Add data source view

We have data source in place, it's now time to add a data source view. Let's not waste a single second and get on to it!

  1. Start by right-clicking on Data Source Views and then choosing New Data Source View...:

    Create new data source view in SSAS to read API data

  2. Select the previously created data source and click Next:

    Connect to ZappySys Data Gateway in SSAS to read API data

  3. Ignore the Name Matching window and click Next.

  4. Add the tables you will use in your SSAS cube:

    Select tables to read API data in SSAS cube
    For cube dimensions, consider creating a Virtual Table in the Data Gateway's data source. Use the DISTINCT keyword in the SELECT statement to get unique values from the facts table, like this: 
    SELECT DISTINCT Country FROM Customers
    For demonstration purposes we are using sample tables which may not be available in Hubspot.

  5. Review your data source view and click Finish:

    Successful data source view creation in SSAS

  6. Add the missing table relationships and you're done!

    Create additional table relationships in SSAS to read API data

Create cube

We have a data source view ready to be used by our cube. Let's create one!

  1. Start by right-clicking on Cubes and selecting New Cube... menu item: Create new SSAS cube to read API data
  2. Select tables you will use for the measures: Choose measure tables in SSAS to read API data
  3. And then select the measures themselves: Selecting measures for SSAS cube to read API data
  4. Don't stop and select the dimensions too: Choosing dimensions for SSAS cube to read API data
  5. Move along and click Finish before the final steps: Read API data in SSAS cube
  6. Review your cube before processing it: Read API data in SSAS cube
  7. It's time for the grand finale! Hit Process... to create the cube: Process SSAS cube to read API data
  8. A splendid success! SSAS cube processed to read API data

Execute MDX query

The cube is created and processed. It's time to reap what we sow! Just execute an MDX query and get Hubspot data in your SSAS cube:

Execute MDX in SSAS cube to read API data

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 SSAS, so you don't have to figure out the setup from scratch. Check out the step-by-step guides below:

Conclusion

In this guide, we demonstrated how to connect to Hubspot in SSAS and integrate your data — all without writing complex code.

Ready to get started? Download ODBC PowerPack now or ping us via chat if you still need help:

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