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URL: https://www.cdata.com/kb/tech/hubspot-cloud-power-pivot.rst

⇱ Use CData Connect AI to Access HubSpot Data in Microsoft Power Pivot

Use CData Connect AI to Access HubSpot Data in Microsoft Power Pivot

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to connect to live HubSpot data in the Power Pivot business intelligence tool.

This article will explain how to use CData Connect AI to present HubSpot data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve and edit HubSpot data in Power Pivot.

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


Connect to HubSpot from Power Pivot

To work with HubSpot data from Power Pivot, we need to connect to HubSpot from Connect AI, provide user access to the connection, and create a Workspace for the HubSpot data.

Connect to HubSpot from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

  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

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.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure HubSpot Endpoints for Power Pivot

After connecting to HubSpot, create a workspace for your desired table(s).

  1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
    👁 Adding a new Workspace.
  2. Click Add to add new assets to the Workspace.
  3. Select the HubSpot connection (e.g. HubSpot1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
  4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
  5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to HubSpot data from Power Pivot.

Import HubSpot Tables in Power Pivot

Follow the steps below to import tables that can be refreshed on demand:

  1. In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed 👁 Starting the OData connection.
  2. Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}) 👁 The URL of the OData endpoint for Connect AI.
  3. On the next screen, select Basic and configure the username and password. Password will be your PAT. 👁 Authenticating with Connect AI

  4. Select the tables that you would like to import into Excel 👁 Selecting tables (Salesforce is shown.)

  5. After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet 👁 Loading tables (Salesforce is shown.)

  6. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. 👁 Loading data into Power Pivot (Salesforce is shown.)
    This can now work with your HubSpot data in Power Pivot.

    👁 The Pivot Table that is consuming OData feeds from Connect AI. (Salesforce is shown.)

Free Trial & More Information

If you are interested in connecting to your HubSpot data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect AI today! For more information on Connect AI and to see what other data sources we support, refer to our CData Connect AI page.