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URL: https://www.cdata.com/kb/tech/hubspot-odbc-access-linked-tables.rst

⇱ How to Use a Microsoft Access Database to Update HubSpot Data in Real Time

How to Use a Microsoft Access Database to Update HubSpot Data in Real Time

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Update HubSpot data by creating a linked table in Microsoft Access with the CData HubSpot ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for HubSpot, you can update live HubSpot data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

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 as an ODBC Data Source

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.

Create a Linked Table to Prospects Data

Follow the steps below to create a linked table, which enables you to access live Prospects data.

  1. On the External Data tab in Access, click ODBC Database. 👁 Use the Get External Data wizard to work with ODBC data sources in Access.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Prospects table. 👁 Linked Tables enable you use the live connection to HubSpot that is provided by the driver.

  3. Select the CData HubSpot data source from the Machine Data Source tab.

    👁 DSNs listed in the Get External Data wizard.
  4. Select the Prospects table. For more information on this table, see the "Data Model" chapter in the help documentation. 👁 Available tables. (Google is shown.)

  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.

    👁 A linked table to the live data. (Google is shown.)

Ready to get started?

Download a free trial of the HubSpot ODBC Driver to get started:

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Learn more:

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HubSpot ODBC Driver

The HubSpot ODBC Driver is a powerful tool that allows you to connect with live HubSpot data, directly from any applications that support ODBC connectivity.

Access HubSpot like you would a database - read, write, and update Contacts, Deals, Emails, Companies, etc. through a standard ODBC Driver interface.