Hubspot Connector for SSIS

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!
You can use this connector to integrate Hubspot data inside SSIS and SQL Server. Let's take a look at the steps below to see how exactly to accomplish that.

Download Documentation

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:
  1. SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft site).
  2. Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
  3. Make sure ZappySys SSIS PowerPack is downloaded and installed (download it). Check Getting started section for more information.
  4. 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.

  1. Begin with opening Visual Studio and Create a New Project.

  2. Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.

  3. In the new SSIS project screen you will find the following:

    1. SSIS ToolBox on left side bar
    2. Solution Explorer and Property Window on right bar
    3. Control flow, data flow, event Handlers, Package Explorer in tab windows
    4. Connection Manager Window in the bottom
    SSIS Project Screen
    Note: If you don't see ZappySys SSIS PowerPack Task or Components in SSIS Toolbox, please refer to this help link.

  4. Now, Drag and Drop SSIS Data Flow Task from SSIS Toolbox. Double click on the Data Flow Task to see Data Flow designer.
    SSIS Data Flow Task - Drag and Drop

  5. From the SSIS toolbox drag and API Source (Predefined Templates) on the data flow designer surface, and double click on it to edit it:
    SSIS API Source (Predefined Templates) - Drag and Drop

  6. Select New Connection to create a new connection:
    API Source - New Connection

  7. 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
    Hubspot Connector Selection

  8. 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

    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...
    ZappySys Http Connection

    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)
    

    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...
    ZappySys OAuth Connection

    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

    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...
    ZappySys Http Connection

  9. Select the desired endpoint, change/pass the properties values, and click on Preview Data button to make the API call.

    API Source - 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!
    API Source - Select Endpoint

  10. 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)

    Execute Package - Reading data from Hubspot and load into target

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.

  1. From the SSIS toolbox drag and drop Upsert Destination on the dataflow designer surface

  2. Connect our Source component to Upsert Destination

  3. Double click on Upsert Destination component to configure it.

  4. 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
    Configure SSIS Upsert Destination Connection - Loading data (REST / SOAP / JSON / XML /CSV) into SQL Server or other target using SSIS

  5. 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.
    SSIS SQL Upsert option

  6. Click on OK to save Upsert Destination settings UI.

  7. 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.

    Execute Package - Reading data from API Source and load into target

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.

  1. Read the data from the source, being any desired source component. In example we will use ZappySys Dummy Data Source component.

  2. 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.
    SSIS API Destination (Predefined Templates) - Drag and Drop

  3. Select New Connection to create a new connection:

    API Destination - 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!
    API Destination - New Connection

  4. 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
    Hubspot Connector Selection

  5. 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

    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...
    ZappySys Http Connection

    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)
    

    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...
    ZappySys OAuth Connection

    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

    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...
    ZappySys Http Connection

  6. Select the desired endpoint, change/pass the properties values, and go to the Mappings tab to map the columns.

    API Destination - 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!
    API Destination - Select Endpoint

  7. Finally, map the desired columns:

    API Destination - 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!
    API Destination - Columns Mapping

  8. That's it; we successfully configured the POST API Call. In a few clicks we configured the Hubspot API call using ZappySys Hubspot Connector

    Execute Package - Reading data from API Source and load into target

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.
 Search Companies
Search companies using one or more filter conditions. Choose properties to include in the output.    [Read more...]
Parameter Description
Properties
 Search Contacts
Search contacts using one or more filter conditions. Choose properties to include in the output.    [Read more...]
Parameter Description
Properties
 Search Tickets
Search tickets using one or more filter conditions. Choose properties to include in the output.    [Read more...]
Parameter Description
Properties
 Search Deals
Search deals using one or more filter conditions. Choose properties to include in the output.    [Read more...]
Parameter Description
Properties
 Search Products
Search products using one or more filter conditions. Choose properties to include in the output.    [Read more...]
Parameter Description
Properties
 Search LineItems
Search LineItems using one or more filter conditions. Choose properties to include in the output.    [Read more...]
Parameter Description
Properties
 Search Quotes
Search Quotes using one or more filter conditions. Choose properties to include in the output.    [Read more...]
Parameter Description
Properties
 Get Contacts
   [Read more...]
Parameter Description
Properties
 Get Contact By ID
   [Read more...]
Parameter Description
Properties
 Get Contact Properties
   [Read more...]
 Create Contacts
   [Read more...]
 Update Contacts
   [Read more...]
 Archive Contacts
   [Read more...]
 Get Deals
   [Read more...]
Parameter Description
Properties
 Get Deal Properties
   [Read more...]
 Get Deal By ID
   [Read more...]
Parameter Description
Properties
 Create Deals
   [Read more...]
 Archive Deals
   [Read more...]
 Update Deals
   [Read more...]
 Get Products
   [Read more...]
Parameter Description
Properties
 Get Product By ID
   [Read more...]
Parameter Description
Properties
 Get Product Properties
   [Read more...]
 Create Products
   [Read more...]
 Archive Products
   [Read more...]
 Update Products
   [Read more...]
 Get Companies
   [Read more...]
Parameter Description
Properties
 Get Company By ID
   [Read more...]
Parameter Description
Properties
 Get Company Properties
   [Read more...]
 Create Companies
   [Read more...]
 Archive Companies
   [Read more...]
 Update Companies
   [Read more...]
 Get Line Items
   [Read more...]
Parameter Description
Properties
 Get Line Item By ID
   [Read more...]
Parameter Description
Properties
 Get Line Item Properties
   [Read more...]
Parameter Description
 Create Line Items
   [Read more...]
Parameter Description
 Archive Line Items
   [Read more...]
 Update Line items
   [Read more...]
 Get Tickets
   [Read more...]
Parameter Description
Properties
 Get Ticket By ID
   [Read more...]
Parameter Description
Properties
 Get Tickets Properties
   [Read more...]
Parameter Description
 Create Tickets
   [Read more...]
 Archive Tickets
   [Read more...]
 Update Tickets
   [Read more...]
 Get Quotes
   [Read more...]
Parameter Description
Properties
 Get Quote By ID
   [Read more...]
Parameter Description
Properties
 Get Quotes Properties
   [Read more...]
Parameter Description
 Create Quotes
   [Read more...]
 Archive Quotes
   [Read more...]
 Update Quotes
   [Read more...]
 Get Owners
   [Read more...]
Parameter Description
OwnerId
 Upload File from Local Disk
Uploads local file to Hubspot CRM. This API requires files permission for the App (see scopes)    [Read more...]
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.    [Read more...]
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 Set 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

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 Documentation 

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Download Hubspot Connector for SSIS Documentation

  • How to connect Hubspot in SSIS?

  • How to get Hubspot data in SSIS?

  • How to read Hubspot data in SSIS?

  • How to load Hubspot data in SSIS?

  • How to import Hubspot data in SSIS?

  • How to pull Hubspot data in SSIS?

  • How to push data to Hubspot in SSIS?

  • How to write data to Hubspot in SSIS?

  • How to POST data to Hubspot in SSIS?

  • Call Hubspot API in SSIS

  • Consume Hubspot API in SSIS

  • Hubspot SSIS Automate

  • Hubspot SSIS Integration

  • Integration Hubspot in SSIS

  • Consume real-time Hubspot data in SSIS

  • Consume real-time Hubspot API data in SSIS

  • Hubspot ODBC Driver | ODBC Driver for Hubspot | ODBC Hubspot Driver | SSIS Hubspot Source | SSIS Hubspot Destination

  • Connect Hubspot in SSIS

  • Load Hubspot in SSIS

  • Load Hubspot data in SSIS

  • Read Hubspot data in SSIS

  • Hubspot API Call in SSIS