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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

54 REPLIES 54

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

 

1) Yes, you can extend

2) Yes, I will open source that one too

karaoan
Kudo Commander
Kudo Commander

@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
Advocate I
Advocate I

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:

 

hubspot file.png

 

Power BI settings:

 

power bi.png

 

Power BI Connectors after the restart:

list of connectros.png

 

 

Thank you in advance!

Hi @Leonid_Kostin . Thanks for trying out the connector.

 

That's quite unfortunate to hear that you are not able to connect.

 

Can you:

 
1. Navigate to %USERPROFILE%\Documents\Microsoft Power BI Desktop\Custom Connectors. Put this under "Run" (Windows R). Does it open the same folder that you have shown me?
 
2. Are you behind any IT policy which is not allowing you to load non-certified connectors?
 
Thanks
 

hi, @ranbeermakin .

 

Answering your questions:

 

1. Yes

2. Don't think so.

 

Maybe it is something related to this issue: https://docs.microsoft.com/en-us/power-bi/desktop-trusted-third-party-connectors?

 

What do you think?

 

Thank you a lot!

I have used this in the past, but struggled to get it working.  Solution - for some reason my folder set up drops the Microsoft the file path - from C:\users<your_user_name>\Documents\Power BI Desktop\Custom Connectors\.  Once I made this edit and put the file there, it worked.

ranbeermakin
Resolver III
Resolver III

There is a FREE HubSpot custom data connector to Power BI available on our public GitHub Page.

 

Why don't you try and provide feedback?

 

https://github.com/ranmax123/powerbi-custom-connectors

 

You can have visualizations like this one through the data from the connector.

SalesPipelineReportHubSpotAPI.PNG

 

Hi! I was going to try but then I saw this from HubSpot: 

Pbix_is_0-1661174759799.png

After November, will this connector work? Also if they don't allow creation of keys at the moment - if I follow some steps they give for private app, will it work with your solution? Thanks a million!

This - I would like to know this too please?

Is there an option to publish and refresh the data using this connector?
thanks!

Yes, you need to use a Gateway to accomplish it

Hi @ranbeermakin , well done on the work you have done so far... Any news on getting Engagements, dealpipeline and other tables?

 

Anonymous
Not applicable

@ranbeermakin .Thank you for this, it is super helpful and I just set it up up. Does it pull in the email activity? We were hoping we could filter by email open, clicks and all of that.

@Anonymous thanks for trying out and providing feedback. There have been phenomenal interest in this connector and we have been bombarded with new requests. I have put this under the queue and I will let you know when this is out.

 

Our first priority is to get custom fields out and we are targeting end of Nov, followed by tickets and email.

 

Thanks

 

@ranbeermakin Thanks for creating that connector! It was super simple to setup and get started, great work.

 

I was wondering if you are still working on the custom properties update? That would make it perfect. 

 

Thanks again.

@jdormer8 yes, we are targeting Feb for custom properties and tickets data.

Anonymous
Not applicable

Hi, 

 

I am having a problem with the connector. It is only showing deals and accounts and no contact table. However when I installed it on my colleagues laptops it shows all three. What is the issue?

 

Regards, Jonathan 

hi @Anonymous thanks for trying out the custom connector.

 

1. Can you copy the latest .mez file from github to your local path? 

2. Re run Power BI, go to GetData->Online Services->HubSpot and then tick "Contact". It would pull "Contact" table for you. 

 

Let me know how it goes.

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