Data Source Hubspot

[FN]

Hi there,

I am wondering if there is any opportunity to get data out of Hubspot into my BI reports.
Do you know something?

Regards,

Florian

[Q-GRP123]

Hello,

I am trying to use the workaround of the link: GitHub - ranmax123/powerbi-custom-connectors: Repo for storing custom data connectors for Power BI (provided by someone in this chat). But unfortunately its not working for me. 

In the workaround they use an API key but Hubspot changed this, you have to create an app that results in a specific API.but When i am using the API Key in Power Bi Desktop, it is not working. I got an error that the credentials are not right. 

Is this method not working anymore or am I doing something wrong?

[Wessling]

Is there any other recommendation now that HubSpot is sunsetting its API Key and replacing it with private apps?

[BayardBradford1]

@Wessling If you use the HubSpot Connector for Power BI from the HubSpot App Marketplace, there is no need for using an API key or creating a private app. Certified HubSpot apps don't use these methods for user authentication.

[BayardBradford]

A HubSpot Certified App is available in the HubSpot App Marketplace for connecting HubSpot to Power BI.  There is a free trial.

https://ecosystem.hubspot.com/marketplace/apps/marketing/analytics-data/powerbi

Here is a map of data flow from HubSpot to Power BI that the integration provides:

HubSpot Data           Data Flow      Power BI

Companies	-->	Companies
Contacts	-->	Contacts
Deals	-->	Deals
Engagements	-->	Engagements
Email Events	-->	Email Events
Tickets	-->	Tickets
Owners	-->	Owners
Products	-->	Products
Forms	-->	Forms
Companies	-->	Company Properties
Contacts	-->	Contact Properties
Associations	-->	CRM Associations
Deal Pipelines	-->	Deal Pipelines
Deals	-->	Deal Properties
CampaignEmailEvents	-->	Marketing Email
Custom Objects	-->	CRM Associations
Quotes	-->	CRM Associations
Contact Lists	-->	Contact Lists
Website Pages	-->	Analytics
Workflows	-->	Workflows

Here is a link to the documentation: https://support.datawarehouse.io/hc/en-us/articles/360006051874-Power-Bi-Connector-Manual

[adelheni]

You can use one of the multiple platforms available but test their free plans first.
Here is one that worked for me.
https://windsor.ai/microsoft-power-bi-hubspot-report-dashboard-template/

[nicstt]

The OP posted just the question I wanted to ask, but I was hoping the solution would be something more straight-forward.

It's still rediculously complicated to get data (from anywhere tbh) into Power BI in a visually useful manner. Getting it into Power BI is only the start - and that sucks.

I found this alternative to all the hastle usually involved; don't get me wrong, I still might need to do some tweaking of the reports, but I've got something to start with - and a good one too.

Check out Tugger (https://tuggerapp.com); they poll your data into a data warehouse and provide a free report template for Power BI.

The signup was easy, and had a 14 day free trial too.

What surprised me was how easy it was; it basically does what it says on the tin.

[Anonymous]

If you are looking for a no-coding solution, I can recommend you Skyvia. It is a third-party tool that allows you to load data from HubSpot to Power BI (https://skyvia.com/data-integration/analyze-hubspot-with-powerbi)
This integration isn't performed directly - Skyvia provides it through a database or cloud data warehouse with automatic schema creation.

[ranbeermakin]

Hi All,

We just released an update to the FREE Power BI Connector to HubSpot with following updates:

1. Tickets object

2. Owners object

3. Associated company in contacts object

4. Associated company in deals object

Head to our repo: https://github.com/ranmax123/powerbi-custom-connectors

Direct link to the .MEZ file: https://github.com/ranmax123/powerbi-custom-connectors/tree/master/HubSpot/build

For any issues and/or enhancement requests you can open a GitHub issue.

Cheers,

Ranbeer Makin

[mjec009]

hi @ranbeermakin, is this option "data safe"?  

(I'm starting with this sync and I want my data to be safe)

[Anonymous]

WOW! Can't believe that an open source PBI integration really exists, lol. 

Very cool of you guys making this available, me and my company appreciate it a lot 😉

Do you know how the data update works? I couldn't find any info about it on the repo

[Omonye]

The you @ranbeermakin , it worked

[Omonye]

@ranbeermakin, please i tries this but it didn't work

[tj1947]

I'm having trouble getting the the Hubspot Ticket table to appear in the Navigator.  I'm not sure which "Column 1" the error (screen shot below) is referring to, or how to fix it.  Any ideas?

[nicstt]

You could try Tugger LTD's solution, as I posted previously; the example reports they include might actually provide what you need.

 https://tuggerapp.com

[tj1947]

Appreciate the suggestion!  But I'm in a very small startup business.  Looking for a free or open source tool.

[nicstt]

Not sure when they started, but they have a 30 day trial now - think it's been some months now; from my perspective, what they charge is a lot cheaper than the free versions I've come across.

[acol90]

@ranbeermakin  wow, this is a really cool open source. Many thanks guys for providing this to the community.

I have managed to use the .mez file into the power bi desktop and I would like to ask you a few questions:

1) Can I extend the code to use some custom fields we have in our HubSpot platform? I have created a new project using the same code but after building the solution and creating the new .mez file, when replacing it into the Power BI folder, it does not appear as a connector in Power BI. Am I missing something?

2) Would you be able to share the amazing template you posted in the GIT Hub. That Horizontal funnel/lifecycle is very cool.

Thanks again

[ranbeermakin]

1) Yes, you can extend

2) Yes, I will open source that one too

[karaoan]

@FN  you might want to try out Acterys (https://www.acterys.com😞 Acterys App

It creates a data warehouse with your HubSpot data on Azure SQL to which Power BI can connect to also in Direct Query mode (live link) for very fast and easy analysis. The solution also includes Power BI templates that are fully editable and enable write-back and planning.

[Leonid_Kostin]

Hi, @ranbeermakin .

I am trying to get Hubspot data to Power BI Desktop using your connector but can't make it. 

I've done step by step instruction from https://github.com/ranmax123/powerbi-custom-connectors and still don't see "Hubspot (Beta)" in the list of connectors. What could course the issue?

My local folder:

Power BI settings:

Power BI Connectors after the restart:

Thank you in advance!