Use the CData SISS Components to Insert New or Update Existing HubSpot Records from SQL Server

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Components for HubSpot allow you to easily transfer data from SQL Server to HubSpot.

This article demonstrates how to use the CData SSIS Components for HubSpot inside of a SQL Server Integration Services workflow to export data from SQL Server to HubSpot, utilizing a lookup component to find and update any existing records or insert new records.

Add the Components

To get started, add a new OLE DB source, CData HubSpot lookup, and two CData HubSpot destinations (one to handle a lookup with a match and one to handle a lookup without a match) to a new data flow task.

Configure the OLE DB Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

1. Open the OLE DB Source and add a new connection. Enter your server and database information here.
2. In the Data access mode menu, select "Table or view" and select the table or view to export into HubSpot.
3. Close the OLE DB Source wizard and connect it to the CData HubSpot Destination.

Create a New Connection Manager for HubSpot

Follow the steps below to save connection properties in the Connection Manager.

1. Create a new Connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
2. In the Connection Manager type menu, select the CData HubSpot Connection Manager.
3. Configure the connection properties. A typical HubSpot connection requires:
   • User
   • Password
   • AccessToken

Configure the HubSpot Lookup

In the lookup component Transform Editor, define mappings from the SQL Server source table into the HubSpot lookup table.

1. Double-click the HubSpot lookup to open the lookup component editor.
2. In the Connection tab, select the Connection manager previously created.
3. On the Connection tab, specify the Connection manager (or create a new one) and the table into which the data will be upserted. In this case, you will transfer Account records.
4. On the Columns tab, configure the mapping of the primary key from the input columns to the primary key of the lookup columns.

Configure the HubSpot Destinations

Using the lookup component, you know which entries from the data source already exist in HubSpot and which ones are new. Configure two HubSpot components to handle the situation where a match is found and a match is not found.

Lookup Match Destination

If the lookup component returns a match, update the existing record in HubSpot.

1. Map the Lookup Match Output to a HubSpot destination component.
2. Double-click the HubSpot destination to open the destination component editor.
3. In the Connection Manager tab, select the Connection manager previously created.
4. Specify the table which will be updated and set the Action to "Update."
5. On the Column Mappings tab, configure the mappings from the input columns to the destination columns (be sure to map the SQL Server primary key column to the HubSpot primary key column).

Lookup No Match Destination

If the lookup component does not return a match, add a new record to HubSpot.

1. Map the Lookup No Match Output to a HubSpot destination component.
2. Double-click the HubSpot destination to open the destination component editor.
3. In the Connection Manager tab, select the Connection manager previously created.
4. Specify the table into which the new record will be inserted and set the Action to "Insert."
5. On the Column Mappings tab, configure the mappings from the input columns to the destination columns.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.