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URL: https://www.cdata.com/kb/tech/hubspot-ssis-task-import-2008.rst

⇱ Build Data Flows from HubSpot to SQL Server using SSIS

Build Data Flows from HubSpot to SQL Server using SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up HubSpot data to SQL Server using the SSIS components for HubSpot.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for HubSpot inside of a SQL Server SSIS workflow to transfer HubSpot data into a Microsoft SQL Server database.

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


Add the Components

To get started, add a new HubSpot source and SQL Server ADO.NET destination to a new data flow task.

👁 The Data Flow task used in this example. (Salesforce is shown.)

Create a New Connection Manager

Follow the steps below to save HubSpot connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select HubSpot. The CData HubSpot Connection Manager is displayed.
  3. Configure connection properties.

    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).

Configure the HubSpot Source

Follow the steps below to specify the query to be used to extract HubSpot data.

  1. Double-click the HubSpot source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example: 
    SELECT Slug, PageViews FROM Prospects
    👁 The SQL query to retrieve records. (Salesforce is shown.)
  4. Close the HubSpot Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the HubSpot data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with HubSpot data.

👁 The completed import. (Salesforce is shown.)

Ready to get started?

Download a free trial of the HubSpot SSIS Component to get started:

 Download Now

Learn more:

👁 HubSpot Icon
HubSpot SSIS Components

Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with live HubSpot data through SSIS Workflows.

Use the HubSpot Data Flow Components to synchronize with Contacts, Deals, Emails, Companies, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!