HubSpot + Power BI Connector Guide

Introduction

The Bayard Bradford HubSpot + Power BI Integration helps business analysts and decision makers to analyze data fluently without the hassle of excel spreadsheets. This application consists of data synchronization between HubSpot and Azure SQL databases, as well as Schema Replication. If you would like to read more about the connector please visit:
https://www.bayardbradford.com/hubspot-power-bi-integration-sign-up/

Account Creation

If you wish to connect to the Power BI HubSpot Service, please visit the following link. (https://www.my.bayardbradford.com/).

Activation

Once you have successfully signed up, we will activate your user. Upon Activation one Azure SQL DB will be created with the user's Sales and Marketing HubSpot data. An email will then be sent to you with your server information.

Power BI Setup

If you do not already have it, you can download Power BI Desktop for free at: https://www.microsoft.com/en-us/download/details.aspx?id=45331 

If you are new to PowerBI please visit https://docs.microsoft.com/en-us/power-bi/desktop-getting-started 

When you open a new or existing Power BI document and want to use the HubSpot Connector, please select the "Get Data" button under the home tab at the top of the application. Select other sources or click on the Icon.

Once the Get Data window appears, please select Azure on the left side.

Then select Azure SQL Database and click the "Connect" button. You will then Enter the Server information and database provided to you via your activation email and click "OK."

Once you input your server and database and click "Ok", you will be prompted to enter your username and password. You MUST select the database option on the left before entering your username and password.

After following the instructions above, you will now be able to pull any data tables currently hosted inside your SQL server. 

Select the Checkboxes for the tables you want to create reports on and click Load. It may take a moment depending on the size of your database and the tables you select.

Please allow at least 24-48 hours from activation for the initial database to be built. Once it is built it will refresh at the rate determined by your plan.

When opening the data for the first time in Power BI, you may need to change the relationship tables depending on how you need to display your data.

If you would like to use our of our PowerBi templates please submit a ticket through this helpdesk.

Data Sync

Data syncing will be done at intervals determined by your plan.

Data Security

• Only you will have "read only" access to your database. You can make changes in Power BI, but they will not be reflected in HubSpot.
• User authentication for HubSpot is done using OAuth 2.0 protocol as per the best practice in industry.
• This application is GDPR Compliant
• If you have trouble accessing the database due to your internal firewall restrictions please have your IT department open outbound TCP Port 1433
• If there is information missing from a property it could be because that fields is improperly configured in HubSpot.