Folks seeking to acquire insights from visible representations of their knowledge can profit from connecting their HubSpot knowledge to Microsoft Energy BI. Energy BI is a complicated visualization device that may rework knowledge into visible insights for enterprise intelligence.
HubSpot is a cloud-based CRM device that may present organizations with help for enterprise progress via its gross sales, customer support and advertising and marketing software program. The software program permits customers to entry and analyze their knowledge inside the app to generate insights, however its reporting capabilities might be restricted.
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By connecting the data from HubSpot and Energy BI, you possibly can rework your enterprise and CRM knowledge to create insightful visuals and generate experiences that may make it simpler to grasp and acquire actionable insights from enterprise knowledge.
Whereas the Energy BI software program connects to knowledge sources to generate interactive experiences from their knowledge data, it doesn’t present direct native help for HubSpot integration. So how are you going to extract most worth out of your knowledge?
After you’ve gotten a HubSpot admin account and have created a Energy BI account, you possibly can observe the strategies under to attach your techniques for knowledge entry and elevated performance.
Import HubSpot CSVs to Energy BI with HubSpot APIs
HubSpot APIs might be utilized to attach HubSpot CSVs to Energy BI via a developer token-based authentication technique.
To start, go to the HubSpot admin panel. Right here you possibly can go to the settings icon on the navigation toolbar and use the integrations tab to generate an API key. Should you’ve already generated an API key, click on Present to show your API key (Determine A). Click on Copy to repeat your API key.
Determine A
Now, you should use the next curl command to entry the contact particulars out of your HubSpot admin account:
curl -o contacts_details.json https://api.hubapi.com/contacts/v1/lists/all/contacts/all?hapikey=<api_key>&depend=10
Keep in mind that the API is paginated and has a restrict of 100 objects. Due to this fact, for a contact listing containing over 100 objects, you’ll be required to to make use of the vid-offset command to entry the remaining data.
As soon as that is carried out, you should have a JSON file containing the entire buyer contact data out of your HubSpot account, named contacts_details.json.
To achieve the related data from the JSON file and convert it right into a CSV, you have to use a command-line utility referred to as ‘jq’
cat contacts_rdetails.json | jq -r ".contacts[] | [.vid,.properties.firstname.value,.properties.company.value,.properties.lastname.value] | @csv" >> contacts_data.csv
Now that you’ve got the CSV file generated from these actions you possibly can import this data into Energy BI. In Energy BI, hover over Get Knowledge from the toolbar on the high of the display screen to see the drop down menu. Choose the Textual content/CSV choice from the drop-down menu to import the CSV file (Determine B).
Determine B
By following these steps you must have the ability to entry the entire CSV file knowledge from HubSpot inside Energy BI.
Import HubSpot CSVs to Energy BI with HubSpot UI
A no-code technique to obtain CSVs from HubSpot is thru the HubSpot consumer interface.
To entry contact particulars, begin in HubSpot and choose Contacts, then click on the drop-down button that claims Export View (Determine C).
Determine C
Choose Export and select CSV because the file format.
As soon as that is carried out, HubSpot will ship an e-mail to the registered account e-mail handle. This could include a hyperlink to obtain the CSV file (Determine D).
Determine D
From right here you possibly can import the CSV file data into Energy BI by clicking Get Knowledge from the toolbar on the high of the display screen. Following Determine B as soon as extra, you possibly can choose the Textual content/CSV choice to import the CSV file.
From right here, you must have the ability to entry the entire CSV file knowledge from HubSpot inside Energy BI.
Utilizing a pre-built connector: HubSpot and Energy BI integration
One other approach to join HubSpot to Energy BI is to make the most of a pre-built connector. These connectors work between purposes to facilitate the mixing course of. Many can be found on-line and perform totally different processes to move data between the HubSpot and Energy BI techniques
One instance of a HubSpot-certified middleware answer could be the DataWarehouse.io HubSpot Energy BI connector that may be accessed to attach HubSpot knowledge to Energy BI and is accessible within the HubSpot App Market. This integration technique can permit customers to question and manipulate knowledge inside Energy BI with out affecting HubSpot database integrity.
First, obtain the HubSpot licensed API app. Authorize the app to hook up with your HubSpot portal by choosing Join App in HubSpot desktop portal, and fill out the required data to activate the service.
To attach a brand new or current Energy BI doc utilizing the HubSpot Connector, you have to first choose the Get Knowledge button from the toolbar on the high of the Energy BI utility display screen.
When you see the Get Knowledge pop-up, choose Database from the listing of choices on the left-hand aspect of the pop-up (Determine E) and click on SQL Server Database from the listing on the right-hand aspect of the pop-up.
Determine E
Subsequent, you will have to enter your login credentials, which had been emailed to you while you signed up. Choose OK (Determine F).
Determine F
After this, you will have to enter your consumer data. First, be sure you have the Database choice highlighted on the left aspect of the brand new pop-up (Determine G), then add your consumer data and choose Join.
Determine G
Now you possibly can populate all of the tables with the data that’s out there from HubSpot. Choose the tables you need to entry in Energy BI and click on Load. This can load all your fields with the information data from HubSpot. They’ll seem and change into accessible below the part labeled Fields on the appropriate aspect of the appliance (Determine H).
Determine H
The Energy BI Integration App helps connectors with the next HubSpot CRM and Gross sales options: Firm information, contact exercise, offers, conferences, duties, ticketing, contact and firm insights, customized reporting, objectives and a number of deal pipelines.
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