Introduction
This guide will walk you through connecting Microsoft Excel to the HubSpot API using the ZappySys ODBC API Driver, enabling seamless data integration and retrieval. The ZappySys ODBC HubSpot Connector provides a robust solution for integrating HubSpot data into Excel for reporting and analysis.
Prerequisites
- ODBC PowerPack: Download and install the ZappySys ODBC PowerPack from the Customer Download Area or the trial version.
- HubSpot Account: Ensure you have a HubSpot account with Super Admin permissions.
Steps
Step 1: Create/Select an App on the HubSpot Developer Page
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Log in to your HubSpot account using Super Admin credentials.
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Click the settings icon in the main navigation bar and navigate to Integrations > Private Apps.
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Select Create private app.
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In the Basic Info tab:
- Enter a name for your app.
- Add an optional description and upload an image if desired.
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Navigate to the Scopes tab and configure the required read/write permissions for your integration.
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Your integration is a Create app to save the crate the authentication token.
Step 2: Configure a New ODBC Driver
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Open the ODBC Data Source Administrator by typing “ODBC” in the system search box.
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Choose User DSN or System DSN, depending on your preference:
- User DSN: Accessible by the current user only.
- System DSN: Accessible by all system users.
Click Add to create a new data source.
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Select ZappySys API Driver from the driver list, then choose HubSpot from the connector options and click Continue.
Step 3: Configure the HubSpot Connector
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Enter the token you generated in Step 1 and test the connection.
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Navigate to the Preview Tab, select any table, and preview the data.
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Once satisfied, click OK to save the configuration.
Step 4: Read data in Excel from the DSN
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In Excel click Data, then select Get Data, proceed with From Other Sources and choose From ODBC item. This will get data from the ODBC data source we created:
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A small window opens, then select the data source you created in previous steps:
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You will most likely be asked to authenticate to a newly created DSN. Just select the Windows authentication option together with the Use my current credentials option:
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You will be asked to select a table or view to get data. Select one and load the data!
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Finally, use data extracted from REST API API in an Excel worksheet:
Video Tutorial
Conclusion
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The article provides steps to guide users through connecting Excel with HubSpot services using our ODBC API driver. If you encounter any issues or need further assistance, feel free to contact our support team via chat on our website