Excel Spreadsheet Automation with the QUERY Formula

The CData Excel Add-In for HubSpot provides formulas that can edit, save, and delete HubSpot data. The following three steps show how you can automate the following task: Search HubSpot data for a user-specified value and then organize the results into an Excel spreadsheet.

Getting Started

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The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

• Query: The declaration of the HubSpot data records you want to retrieve or the modifications to be made, written in standard SQL.

• Connection: Either the connection name, such as HubSpotConnection1, or a connection string. The connection string consists of the required properties for connecting to HubSpot data, separated by semicolons.

  HubSpot uses the OAuth authentication standard. You can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app.

  See the Getting Started chapter of the help documentation for a guide to using OAuth.

• ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search HubSpot data, such as Region.
2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
=CDATAQUERY("SELECT * FROM Prospects WHERE Region = '"&B1&"'",";Provider=HubSpot",B2)
3. Change the filter to change the data.