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FN
Regular Visitor

Data Source Hubspot

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

51 REPLIES 51
janunez
New Member

Hi @FN,

 

You can try our open source connector:

https://www.youtube.com/watch?v=oOmJJA8_kWg

 

janunez_0-1716308421513.png

 

Javier Núñez, CEO

Audox

CRM, BI, PM Consulting Services

www.audox.com

claudejoshua
New Member

Skyvia provides two methods for integrating Power BI with HubSpot. One involves syncing HubSpot data to a data warehouse that's connected to Power BI, and the other involves creating an OData feed from HubSpot data for direct consumption by Power BI. These options facilitate seamless data import and analytics.

hubspot-powerbi.png

GabeKressel
New Member

You can leverage Skyvia to integrate Hubspot with Power BI in two main ways. First, you can replicate your Hubspot data to a data warehouse and subsequently connect it to Power BI. Alternatively, you can expose your Hubspot data as an OData endpoint that Power BI can directly consume. Both methods facilitate seamless data sharing and analytics.

hubspot-powerbi.png

Q-GRP123
New Member

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
New Member

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

@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
Frequent Visitor

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
Helper III
Helper III

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
Helper I
Helper I

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
Not applicable

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
Resolver III
Resolver III

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

 

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

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

Anonymous
Not applicable

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

The you @ranbeermakin , it worked

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

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?

 

tj1947_0-1651758169459.png

 

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

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

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.

@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

 

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