How to connect HubSpot to Power BI?

Is Power BI the main tool in your reporting stack? If you need to get your HubSpot data connected, this is the right place to start. This article will guide you how you get your HubSpot data into Power BI for further analysis. You’ll have access to all HubSpot data and the whole process should not take you more than 5 minutes.

As prerequisite to getting started here you’ll need access to HubSpot. Please make sure that you have the necessary user rights to install an external app.

Let’s get started.

1. Click on Grant HubSpot access and follow the steps to grant access. In case there is more than one HubSpot account you want to link, repeat the process for each account (1 on screenshot below). Copy the API key (2 on screenshot below) to your clipboard.

   

2. Use this URL
   https://connectors.windsor.ai/hubspot?fields=firstname,lastname,email,company,phone,lifecyclestage&api_key=[your API key]&_renderer=csv&date_preset=last_14d

   and replace  [your API Key] with your API key. The fields which are listed after &fields= are simply a set of standard fields which you can customise. A full list of metrics and dimensions can be found in our Hubspot connector documentation.

   If you want to specify a specific date range in which records where create you can either user &date_from and &date_to=to specify a date range (e.g. https://connectors.windsor.ai/hubspot?fields=firstname,lastname,email,company,phone,lifecyclestage&api_key=[your API key]&_renderer=csv&date_from=2020-10-01&date_to=2020-12-31)

   Alternative (and recommended by default) you can set a dynamic date range by using date_preset=. See the URL above for an example.

3. In Power BI click on Get data -> Web and copy paste the URL into the URL field. This URL now works as a data feed. If you want to add or remove fields, simply adjust the URL as described in step 2. Now a window will open where you click Connect.
4. Now your data should appear in Power BI. Click load and configure it.

   

   Important You will need to change the fields to their types (e.g. date, decimals, whole numbers, …) to use them in aggregations (sums, averages, …) or date filters. For users in Europe and other countries where a comma is used for decimals please change the locale of the data to English.