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The CData ODBC Driver for HubSpot is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current HubSpot data into Excel and start generating location-based insights on HubSpot data in Power Map.
About HubSpot Data Integration
CData provides the easiest way to access and integrate live data from HubSpot. Customers use CData connectivity to:
- Access HubSpot without worrying about API updates or changes.
- Access custom objects and fields in HubSpot with no extra configuration steps involved.
- Use SQL stored procedures to perform functional operations like uploading or downloading attachments, inserting engagements, and creating or deleting custom objects or fields.
Users frequently integrate HubSpot with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate HubSpot data to databases or data warehouses.
To learn about how other customers are using CData's HubSpot solutions, check out our blog: Drivers in Focus: Simplified HubSpot Connectivity.
Getting Started
Create an ODBC Data Source for HubSpot
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
HubSpot uses the OAuth authentication standard. You can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app.
See the Getting Started chapter of the help documentation for a guide to using OAuth.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
Import HubSpot Data into Excel
You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import HubSpot data, see the "Using the ODBC Driver" section in the help documentation.
Geocode HubSpot Data
After importing the HubSpot data into an Excel spreadsheet or into PowerPivot, you can drag and drop HubSpot entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.
In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.
Select Measures and Categories
You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.