Automatic Data Import from Excel to HubSpot

[Sroncoroni]

Good morning,

I’m currently trying to connect some tables to HubSpot that extract important data from our ERP using Power Query.
Unfortunately, the ERP does not support direct API access, so I’m exploring an alternative solution.

The idea is to automate the update of an Excel file (which contains the queries) that mirrors the data structure I need to import into HubSpot.
I’m able to refresh the Excel file automatically via Power Automate, but I haven’t yet found a way to sync this data into HubSpot automatically.

Do you have any suggestions on how to handle this final step of automatic data import from Excel to HubSpot?

Thank you in advance for your support. I remain available for any further clarification.

Best regards,

[karstenkoehler · Accepted solution]

Hi @Sroncoroni,

You could do this via a tool like Zapier: https://knowledge.hubspot.com/integrations/how-to-use-zapier-and-hubspot

The trigger would be an update to an existing row or a new row in your Excel file, the action the corresponding update in HubSpot.

Best regards!

[LanceRaeper]

@Sroncoroni I can give a solution for your use case, however I’ll need a bit more detail to make sure it’s accurate and flexible enough. I know it’s a few questions, but they’ll help me tailor the approach properly.

• What type of object on HubSpot are you working with, Contacts, Deals, Tickets?
• Is it a single object, or you need to add associations too?
• When you say 'sync' what do you mean, is it adding totally new records, updating existing records, deleting records that no longer exist, or some combination? 
• Does the Excel data include a unique identifier that can be used to match with existing records?
• How often do you want this sync to run?
• How many rows are you working with for each update roughly?
• Where are you storing your Excel file?
• What level of HubSpot subscription do you have? 
• What Power Automate license do you have?

[georgepoll · Accepted solution]

You can automate the Excel-to-HubSpot import by using Power Automate to refresh your Excel file and then send the data to HubSpot via its API using the HTTP connector. Alternatively, tools like Coupler.io or Zapier can sync Excel data directly into HubSpot without coding.

[karstenkoehler · Accepted solution]

Hi @Sroncoroni,

You could do this via a tool like Zapier: https://knowledge.hubspot.com/integrations/how-to-use-zapier-and-hubspot

The trigger would be an update to an existing row or a new row in your Excel file, the action the corresponding update in HubSpot.

Best regards!