MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect AI, you gain database-like access to live HubSpot data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through connecting to HubSpot in Connect AI and connecting to Connect AI in MicroStrategy to create a simple visualization of HubSpot data.
As a cloud-based integration platform, Connect AI is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a live connection to HubSpot and connect from MicroStrategy to start performing analytics based on live 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
Configure HubSpot Connectivity for Microstrategy
Connectivity to HubSpot from Microstrategy is made possible through CData Connect AI. To work with HubSpot data from Microstrategy, we start by creating and configuring a HubSpot connection.
-
Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "HubSpot" from the Add Connection panel
👁 Selecting a data source
-
HubSpot uses OAuth to authenticate. Click "Sign in" to authenticate with HubSpot.
👁 Authenticating with OAuth (Salesforce is shown).
-
Navigate to the Permissions tab in the Add HubSpot Connection page and update the User-based permissions.
👁 Updating permissions
Add a Personal Access Token
When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.
-
Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
-
On the Settings page, go to the Access Tokens section and click Create PAT.
-
Give the PAT a name and click Create.
👁 Creating a new PAT
-
The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured and a PAT generated, you are ready to connect to HubSpot data from MicroStrategy.
Connect to and Visualize HubSpot Data Using MicroStrategy
You can connect to HubSpot in MicroStrategy by adding a data source based on the native SQL Server functionality.
Once you have created a data source, you can build dynamic visualizations of HubSpot data in MicroStrategy.
- Open MicroStrategy and select your account.
- Click Add External Data, select Databases, and use Select Tables as the Import Option.
👁 Adding External Data
- In the Import from Tables wizard, click to add a new Data Source.
- Select "SQL Server" in the Database menu and select "SQL Server 2017" in the Version menu.
- Sat the connection properties as follows:
- Server Name: tds.cdata.com
- Port Number: 14333
- Database Name: the name of your HubSpot connection (e.g. HubSpot1)
- User: a Connect AI user
- Password: the PAT for your Connect AI user
- Data Source Name: a name for the new external data source, like "CData Cloud HubSpot"
- Expand the menu for the new data source and choose "Edit Catalog Options"👁 Edit the catalog options.
- Edit the "SQL statement retrieve columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).
SELECT DISTINCT
TABLE_SCHEMA NAME_SPACE,
TABLE_NAME TAB_NAME,
COLUMN_NAME COL_NAME,
(CASE
WHEN
(DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='usc2'))
THEN
CONCAT('a',DATA_TYPE)
ELSE
DATA_TYPE
END) DATA_TYPE,
CHARACTER_MAXIMUM_LENGTH DATA_LEN,
NUMERIC_PRECISION DATA_PREC,
NUMERIC_SCALE DATA_SCALE
FROM
INFORMATION_SCHEMA.COLUMNS
WHERE
TABLE_NAME
IN
(#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#'
ORDER BY
1,2,3
- Select the new data source and select the Namespace that corresponds to your virtual HubSpot database (like HubSpot1).
- Drag tables into the pane to insert then.
👁 Select tables to insert.
Note: Since we create a live connection, we can insert whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
- Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect AI.
👁 Save the query and create a new dossier.
- Choose a visualization, choose fields to display, and apply any filters to create a new visualization of HubSpot data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to HubSpot, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect AI.
👁 Visualize HubSpot data.
- Once you have finished configuring the dossier, click File -> Save.
Using CData Connect AI with MicroStrategy, you can easily create robust visualizations and reports on HubSpot data. For more information on connecting to HubSpot (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live HubSpot data in MicroStrategy.
