Hubspot Connector for SSISHubpost 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! If you are new with SSIS and ZappySys SSIS PowerPack then check below links to get started.
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Connect to Hubspot in other apps
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Video Tutorial - Integrate Hubspot data in SSIS
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 SSIS - How to configure connection for
Hubspot - Features about
API Source (Authentication / Query Language / Examples / Driver UI) - Using
Hubspot Connection in SSIS
Prerequisites
Before we perform steps listed in this article, you will need to make sure following prerequisites are met:- SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft site).
- Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
- Make sure ZappySys SSIS PowerPack is downloaded and installed (download it). Check Getting started section for more information.
- Optional (If you want to Deploy and Schedule ) - Deploy and Schedule SSIS Packages
How to read data from Hubspot in SSIS (Export data)
In this section we will learn how to configure and use Hubspot Connector in API Source to extract data from Hubspot.
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Begin with opening Visual Studio and Create a New Project.
Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.
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In the new SSIS project screen you will find the following:
- SSIS ToolBox on left side bar
- Solution Explorer and Property Window on right bar
- Control flow, data flow, event Handlers, Package Explorer in tab windows
- Connection Manager Window in the bottom
Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link. -
Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.
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From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
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Select New Connection to create a new connection:
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Use a preinstalled Hubspot Connector from Popular Connector List or press Search Online radio button to download Hubspot Connector. Once downloaded simply use it in the configuration:
Hubspot -
Proceed with selecting the desired Authentication Type. Then select API Base URL (in most cases default one is the right one). Finally, fill in all the required parameters and set optional parameters if needed. You may press a link Steps to Configure which will help set certain parameters. More info is available in Authentication section.
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 [API Help..]
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
HubspotPrivate App (Static Access Token) [Http]https://api.hubapi.comRequired 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... OAuth App must be created in HubSpot website. These settings typically found here https://developers.hubspot.com/docs/api/working-with-oauth. [API Help..]
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)
HubspotUser Credentials (3-Legged) [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 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... 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 [API Help..]
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
HubspotAPI Key in URL (Deprecated) [Http]https://api.hubapi.comRequired 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... -
Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.
API Source - HubspotHubpost 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! -
That's it! We are done! Just in a few clicks we configured the call to Hubspot using Hubspot Connector.
You can load the source data into your desired destination using the Upsert Destination, which supports SQL Server, PostgreSQL, and Amazon Redshift. We also offer other destinations such as CSV, Excel, Azure Table, Salesforce, and more. You can check out our SSIS PowerPack Tasks and components for more options. (*loaded in Trash Destination)
Load Hubspot data in SQL Server using Upsert Destination (Insert or Update)
Once you read data from the desired source, now let's see how to Load Hubspot data in SQL Server using Upsert Destination. Upsert Destination can Merge/Synchronize data from source to target for Microsoft SQL Server, PostgreSql and Redshift. It supports very fast Bulk Upsert (Update or Insert) operation along and Bulk delete.
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From the SSIS toolbox drag and drop Upsert Destination on the dataflow designer surface
Connect our Source component to Upsert Destination
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Double click on Upsert Destination component to configure it.
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Select the desired Microsoft SQL Server/PostgreSql/Redshift Target Connection or click NEW to create new connection. Select Target Table or click NEW to create new table based on source columns.
Configure SSIS Upsert Destination Connection - Loading data (REST / SOAP / JSON / XML /CSV) into SQL Server or other target using SSIS -
Set Action to Upsert => (insert if not matching in target else update). Select Target Connection and Target Table. Check on Insert and Update. Click on Map All to Mappings all columns and check on Only Primary Key columns.
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Click on OK to save Upsert Destination settings UI.
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That's it. Run the SSIS Package and it will read the data from the Hubspot and load the data in the SQL Server/PostgreSql/Redshift using Upsert Destination.
Video Tutorial - Write or lookup data to Hubspot using SSIS
This video covers following and more so watch carefully. After watching this video follow the steps described in this article.
- How to download SSIS PowerPack for
Hubspot integration in SSIS - How to configure connection for
Hubspot - How to Write or lookup data to
Hubspot - Features about SSIS API Destination
- Using
Hubspot Connector in SSIS
How to write or lookup data to Hubspot in SSIS (Import data)
In upper section we learned how to read data, now in this section we will learn how to configure Hubspot in the API Source to Post data to the Hubspot.
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Read the data from the source, being any desired source component. In example we will use ZappySys Dummy Data Source component.
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From the SSIS Toolbox drag and drop API Destination (Predefined Templates) on the Data Flow Designer surface and connect source component with it, and double click to edit it.
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Select New Connection to create a new connection:
API Destination - HubspotHubpost 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! -
Use a preinstalled Hubspot Connector from Popular Connector List or press Search Online radio button to download Hubspot Connector. Once downloaded simply use it in the configuration:
Hubspot -
Proceed with selecting the desired Authentication Type. Then select API Base URL (in most cases default one is the right one). Finally, fill in all the required parameters and set optional parameters if needed. You may press a link Steps to Configure which will help set certain parameters. More info is available in Authentication section.
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 [API Help..]
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
HubspotPrivate App (Static Access Token) [Http]https://api.hubapi.comRequired 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... OAuth App must be created in HubSpot website. These settings typically found here https://developers.hubspot.com/docs/api/working-with-oauth. [API Help..]
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)
HubspotUser Credentials (3-Legged) [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 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... 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 [API Help..]
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
HubspotAPI Key in URL (Deprecated) [Http]https://api.hubapi.comRequired 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... -
Select the desired endpoint, change/pass the properties values, and go to the Mappings tab to map the columns.
API Destination - HubspotHubpost 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! -
Finally, map the desired columns:
API Destination - HubspotHubpost 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! -
That's it; we successfully configured the POST API Call. In a few clicks we configured the Hubspot API call using ZappySys Hubspot Connector
Advanced topics
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.Parameter | Description |
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Conclusion
In this article we discussed how to connect to Hubspot in SSIS and integrate data without any coding. Click here to Download Hubspot Connector for SSIS 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 SSIS
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Documentation
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