How to Get Company By ID — Hubspot Connector for SSIS
Prerequisites
Before we begin, make sure the following prerequisites are met:
- SSIS designer installed. Sometimes it is referred as BIDS or SSDT (download it from Microsoft).
- Basic knowledge of SSIS package development using Microsoft SQL Server Integration Services.
- SSIS PowerPack is installed (if you are new to SSIS PowerPack, then get started!).
Get Company By ID in SSIS
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Begin with opening Visual Studio and Create a New Project.
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Select Integration Service Project and in new project window set the appropriate name and location for project. And click OK.
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 -
Now it's time to configure authentication. Firstly, configure authentication settings in Hubspot service and then proceed by configuring API Connection Manager. Start by expanding an authentication type:
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:
- First of all, go to HubSpot portal.
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Then click Data Management option on the left
and then hit Integrations menu item:
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Move on by clicking Private Apps menu item
and then click Create a private app button to create one:
- Then continue by following the instructions on HubSpot Docs.
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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.
- Done! Now you are ready to use HubSpot Connector!
API Connection Manager configuration
Just perform these simple steps to finish authentication configuration:
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Set Authentication Type to
Private app (Static Access Token) [Http]
- Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Finally, hit OK button:
HubspotPrivate app (Static Access Token) [Http]https://api.hubapi.comRequired Parameters AccessToken Fill-in the parameter... Optional Parameters RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True 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:
- First of all, if you don't have HubSpot Developer's account, register one.
- Go to HubSpot and select your Developer account.
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Click Apps on the left hand side and then click Create app button to create a Public app:
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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).- 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.
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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.
- When you are done with that, click Generate Token button to generate Access and Refresh Tokens.
- Done! Now you are ready to use HubSpot Connector!
API Connection Manager configuration
Just perform these simple steps to finish authentication configuration:
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Set Authentication Type to
Public app [OAuth]
- Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Press Generate Token button to generate the tokens.
- Finally, hit OK button:
HubspotPublic app [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 Client Secret ReturnUrl RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True
- 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):
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.
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Click Apps on the left hand side and then click Get HubSpot API key button to get one:
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When a popup appears, click Show Key button and then hit Copy button to copy API key:
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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:
-
Set Authentication Type to
Developer API key (Deprecated) [Http]
- Optional step. Modify API Base URL if needed (in most cases default will work).
- Fill in all the required parameters and set optional parameters if needed.
- Finally, hit OK button:
HubspotDeveloper API key (Deprecated) [Http]https://api.hubapi.comRequired Parameters ApiKey Fill-in the parameter... Optional Parameters RetryMode RetryWhenStatusCodeMatch RetryStatusCodeList 429 RetryCountMax 5 RetryMultiplyWaitTime True Select Companies table from the dropdown and hit Preview Data:
API Source - HubspotHubspot 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!HubspotCompaniesOptional Parameters Properties 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)
More actions supported by Hubspot Connector
Learn how to perform other actions directly in SSIS 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 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
- Make Generic API Request
- Make Generic API Request (Bulk Write)
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