This guide will walk you through how to authenticate or reauthenticate HubSpot with Google Sheets, Data Studio, and Microsoft Excel, as well as data warehouse destinations like Google Cloud Storage, BigQuery, and the Supermetrics API.
Before you begin
To connect Supermetrics to HubSpot, you need:
- A valid Hubspot account with Admin rights. For full access, the user role Super Admin or Owner is required. Learn more about user roles in HubSpot’s documentation.
Here’s an example of sufficient user permissions:
Data refresh
A HubSpot account can contain a very large amount of data. To improve performance, Supermetrics caches this data, which means that it might take some time to complete the import when you first connect Supermetrics to HubSpot.
The initial import could take days, depending on the size of the account. Once it’s completed, HubSpot will import data once per day. This means you’ll need to wait for the next daily import to finish if you’re looking for data — on deals or contacts, for example — that’s been modified since the last import.
Custom properties
The Supermetrics HubSpot connector supports custom properties for "Contacts", "Companies", "Tickets", "Products", "Line items", and "Deals".
If the custom properties are not appearing, use Supermetrics’ monitoring tool check that the last import completed for "Contacts", "Companies", "Tickets" "Products", "Line Items" and/or "Deals" successfully.
If the import has been completed but you still don’t see the properties in Supermetrics, refresh your account data.
Data protection agreement
If you have any questions about how Supermetrics handles and secures your data, read our policy on data privacy and security.
Instructions
- Open a new Google Sheets file.
- Click Add-ons → Supermetrics → Launch to open the sidebar.
- Under Data source, select HubSpot.
- Click Start.
- Enter your email address and password, and click Log in.
- Click Allow.
- Choose an account.
- Click Grant access if you have sufficient access.
Note: if you see the screen below ask your HubSpot subscription administrator to grant you higher permissions.
Under Select accounts, select your accounts.
Reauthenticate
Learn how to reauthenticate the data source with Supermetrics Google Sheets.
- Open the Supermetrics data source gallery.
- Navigate to the data source and click Try.
- Click Authorize to authorize Supermetrics in Data Studio.
*If you're authenticating the data source for the first time, log in with the Google account you use with Supermetrics. Click Allow.* - Click Authorize to log in to your data source.
- Enter your email address and password, and click Log in.
- Click Allow.
- Choose an account.
- Click Grant access if you have sufficient access.
Note: if you see the screen below ask your HubSpot subscription administrator to grant you higher permissions.
Under Select accounts, select your accounts.
- Scroll down to the bottom of the page.
To create a report with our template, select Use report template for new reports.
To create a blank report, deselect this option. - Click Connect on the top right-hand side.
- This will open a full list of fields available in this connector. You can skip this list.
- Click Create report.
- Click Add to report to complete the authentication steps.
Add or remove a user account
- To add or remove a user account go back to the data source settings. Click on the link at the end of the sentence that starts with “To add more/manage user accounts…”
- Click +Add new account to add a new user account.
- Click the Trash icon to remove that specific user account.
- Click Continue to proceed with that user account.
Reauthenticate
Learn how to reauthenticate the data source with Supermetrics Data Studio.
Before you can authenticate the data source in Excel, you need to
install the Supermetrics add-on.
- Open an Excel file.
- Click Data → Show Supermetrics.
- Under Data source, select the data source.
- Click Start.
- Enter your email address and password, and click Log in.
- Click Allow.
- Choose an account.
- Click Grant access if you have sufficient access.
Note: if you see the screen below ask your HubSpot subscription administrator to grant you higher permissions.
Under Select accounts, select your accounts.
Reauthenticate
Learn how to reauthenticate the data source with Supermetrics Excel.
Explore our guides to set up data transfers to various destinations.
- Set up BigQuery
- Set up Data warehouse and cloud storage (Amazon S3, Google Cloud Storage, Snowflake, Azure Storage, or Azure Synapse)
- Set up Supermetrics API
Reauthenticate the data source
Learn how to reauthenticate the data source with Supermetrics API, data warehouse and cloud storage integrations:
Troubleshooting
- If you encounter an authentication error such as “authentication failed”, “you need to reauthenticate” or similar, see this guide.
- If you encounter a permission error such as “user permission denied” or similar, follow this guide.