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Excel Connector Manual Follow

Introduction

The Bayard Bradford HubSpot + Excel 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. 

Account Creation

1. Create an account at https://datawarehouse.io/account/ 

2. To connect to your app of choice visit the following link and select the app you wish you use. (https://datawarehouse.io/products/).

3. Click the get started link on the app product page.

4. You will be re-directed to an authentication page. Please click the Authorize button.

5. Login to HubSpot if you are not already logged in and select the HubSpot account you wish to connect too.

6. Authorize the app to connect to your HubSpot portal by clicking the Connect App button.

7. You are then re-directed to the checkout screen. Please fill out all required information in order to activate your service.

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.

Setup

Please use the link below to see how to connect to Excel. Or watch the video tutorial.

https://docs.microsoft.com/en-us/azure/sql-database/sql-database-connect-excel

 

 

 

How to Uninstall the app

*Please note this does not cancel your subscription. To do that please visit https://datawarehouse.io/account/view-subscription

1.  Open up the HubSpot Portal that you have installed the app in. In the top right section of HubSpot click on the house icon.

2. A menu will drop down. Click on the Connected apps link.

 

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3.  Then click on the actions button for the Excel Connector. And click uninstall.

Beta HubSpot Apis

This app utilizes the following beta API for the ContactWebEvents data table that contains web analytics history for Contacts https://developers.hubspot.com/docs/api/events/web-analytics

More information about this API can be found in this supporting documentation.

Data Sync

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

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.

Data Security

  • Only you will have "read only" access to your database. You can make changes in Excel, 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.

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