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URL: https://www.cdata.com/kb/tech/hubspot-cloud-excel-desktop.rst

⇱ Access Live HubSpot Data in Excel (Desktop) via Connect AI

Access Live HubSpot Data in Excel (Desktop) via Connect AI

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to gain access to live HubSpot data from your Excel spreadsheets.

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect AI, you gain immediate access to HubSpot data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to HubSpot in your Connect AI instance and access and update live HubSpot data in Excel spreadsheets.

CData Connect AI provides a pure cloud-to-cloud interface for HubSpot, allowing you to easily access live HubSpot data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to HubSpot, leveraging server-side processing to quickly return HubSpot data.

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


This setup requires a CData Connect AI instance and the CData Connect AI Add-In for Excel. To get started, sign up a free trial of Connect AI and install the free Connect AI Excel Add-In.


Configure HubSpot Connectivity for Excel

Connectivity to HubSpot from Excel is made possible through CData Connect AI. To work with HubSpot data from Excel, we start by creating and configuring a HubSpot connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "HubSpot" from the Add Connection panel
    3. 👁 Selecting a data source
  3. HubSpot uses OAuth to authenticate. Click "Sign in" to authenticate with HubSpot. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add HubSpot Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to HubSpot data from Excel.

Access Live HubSpot Data in Excel

The steps below outline connecting to CData Connect AI from Excel to access live HubSpot data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect AI Add-In and install the Add-in. 👁 Install the Add-In
  4. Click Data and open the CData Connect AI Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
  6. In the CData Connect AI panel in Excel, click Import 👁 CData Connect AI panel in Excel
  7. Choose a Connection (e.g. HubSpot1), Table (e.g. Prospects), and Columns to import 👁 CData Connect AI panel in Excel
  8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
  9. Click Execute to import the data 👁 Executing the Query

Update HubSpot Data from Excel

In addition to viewing HubSpot data in Excel, CData Connect AI also lets you update and delete HubSpot data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to HubSpot (your changes will be in red)
  2. In the CData Connect AI Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
  4. Click Execute to push the updates to HubSpot, and a notification will appear when the update is complete

    5. Live Access to HubSpot Data from Cloud Applications

    Now, you have a direct, cloud-to-cloud connection to live HubSpot data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

    👁 Imported data (Salesforce is shown)

    Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.