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URL: https://www.cdata.com/kb/tech/hubspot-odata-infragistics-reveal.rst

⇱ Analyze HubSpot Data in Infragistics Reveal

Analyze HubSpot Data in Infragistics Reveal

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData API Server to create an OData API on top of HubSpot data and visualize live HubSpot data in Infragistics Reveal.

Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live HubSpot data. The CData API Server generates an OData API for HubSpot, which is natively consumable in Reveal. In this article, we walk through connecting to HubSpot in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.

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 API Server

CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Open API Server and click Settings -> Connection -> Add Connection 👁 Adding a connection
  2. Select "HubSpot" 👁 Selecting a Connector (Salesforce is shown).
  3. Enter the necessary authentication properties to connect to HubSpot.

    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.

    👁 Configuring a connection (Salesforce is shown).

Add HubSpot Resource Definitions in API Server

After connecting to HubSpot, create Resources, which represent API endpoints for HubSpot data.

  1. Click Settings -> Resources -> Add Resource 👁 Adding a new resource
  2. Select the HubSpot connection 👁 Selecting a connection (Salesforce is shown)
  3. Select the table you wish to retrieve and click Next 👁 Selecting a Table (Salesforce is shown)
  4. (Optional) Edit the resource to select specific fields and more
  5. Save the settings

Add an API Server User

Create a User to connect to HubSpot from Reveal through API Server.

  1. Click Settings -> Users
  2. Click Add
  3. Configure a User with access to the HubSpot Connection and Resource(s) 👁 Creating a new user
👁 API Server users

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.

  • Enable cross-origin resource sharing (CORS): ON
  • Allow all domains without '*': ON
  • Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
  • Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

👁 Configuring CORS settings

Create a Dashboard in Reveal

With the API Server configured, we can visualize HubSpot data in Reveal.

  1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
  2. Click Data Source -> OData Feed 👁 Adding a new OData data source
  3. Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc 👁 Configuring the OData URL
  4. Select Generic Credentials and specify the API Server username and authentication token 👁 Configuring the credentials
  5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
  6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)

More Information & Free Trial

At this point, you have created a simple dashboard from live HubSpot data. For more information on creating OData feeds from HubSpot (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live HubSpot data in tools that consume OData APIs.