I am looking to have an automated script that I will export some of my data from Hubspot (Companies, Contacts and Deals) via the API and save that data in a separate Excel file for each. I looked into the API tutorials that Hubspot had to offer and it looks like using the API will export the data I want into a JSON format. How then can I take that data and transfer it into an Excel document?
I have seen a similar extract performed in PowerShell and Python, but I am not versed enough in either of those to write the script for myself.
There is now an app in the HubSpot App Marketplace called Ultimate Data Export for HubSpot. You can export the following data tables and their associations directly to Microsoft Excel:
Contacts
Web Analytics
Companies
Deals
Deal History
Owners
Campaigns
Engagements
Emails
Products
Tickets
Forms
and more related subdata such as Pipelines and Associations.
Please mark this as a solution if it helps address your needs.
John
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John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
Can someone clarify the API query parameters I should use to pull utm source data as shown below? Alternatively, I'd like to schedule weekly reports to my email address with the report being sent in the form of a CSV attachment and then auto-pull that csv attachment into a google sheet (via google apps script) and then use that google sheet as a data source in our Looker data studio report. Is there any way to do the former? Any way to do the latter using Ultimate Data Export for HubSpot? I would prefer to use the Hubspot API directly rather than via Ultimate Data Export for HubSpot
@shoes2334 There are a couple of options in the HubSpot App Marketplace that can meet your needs. One option is the Excel Integration for HubSpot. Using this app, your HubSpot data can be set up to refresh in Excel on a regularly scheduled basis.
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John Elmer, CEO Bayard Bradford Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot Elite HubSpot Solutions Partner > Follow me on LinkedIn
Mike, thanks for the reply. Do you know if there is a way to pull Hubspot data directly into a CSV? Or is the only output from Hubspot JSON (and then converting that)?
@GKasireddy The API you linked should work for getting the data out of Hubspot (I used v2). Once you get the JSON file file, you can use Python to convert that into an Excel file or another tool. Ultimately I brought the JSON data into Alteryx as a BLOB and converted it there.