Metrica
Metrica
✕
  • Home
  • Products
    • Power BI Connector for Salesforce
    • Power BI Connector for SAP
  • Resources
    • Blog
    • Trust Center
Explore Products

Home - Metrica Docs - Installation Guide

Getting Started

  • Welcome
  • Installation Guide
  • Quickstart — from Zero to a Power BI Report
  • Explore Power BI Connector for HubSpot

User Guide

  • Create a Data Source
  • Connect Power BI Desktop
  • Schedule Refresh in Power BI Service
  • Edit a Data Source
  • Filter Rows
  • Preview Data
  • Preview the Associations Map
  • Clone a Data Source
  • Share a Data Source
  • See What’s Been Shared with You
  • Transfer Data Source Ownership
  • History
  • Explore Associations
  • Browse and Search the Data Sources List
  • Delete a Data Source

Admin Guide

  • Create an Access Token
  • Manage Access Tokens
  • Configure the Token Expiry Policy
  • Application Permissions Setup

FAQ & Troubleshooting

  • Troubleshooting
  • How many data sources can I create?
  • Why is the URL of every data source different?
  • Can I change the data source URL after creation?
  • Can I use the OData URL outside Power BI?
  • Why do I get 401 from the Power BI service after a successful Desktop refresh?
  • Why does the connector limit me to 5 active tokens?
  • What happens if I lose a token?
  • Can a tenant admin see the value of my access tokens?
  • Will the recipient see my access token if I share with them?
  • Can I share a data source with a user from a different tenant?
  • What happens to a shared data source if I leave the company?
  • How is Preview Associations Map different from Data Relationships?
  • Why does the Basic filter editor sometimes disable itself?
  • Why doesn’t the connector cache HubSpot data?
  • Why are my HubSpot datetimes showing in UTC?
  • What happens if I delete or archive a HubSpot property?
  • Why are HubSpot API limits showing up in my refresh errors?
  • What’s the difference between a HubSpot Private App and OAuth connection?

Support

  • Contact Support
  • Pricing and Licensing
  • Subscription Plans and Trial Limits
  • Data Security and Privacy Statement
  • End-User License Agreement
  • Service Level Agreement (SLA)
View Categories
  • Metrica Docs
  • Power BI Connector for HubSpot Documentation
  • Getting Started

Installation Guide

1 min read

Marketplace listing is in preparation. The connector is being prepared for publication on the HubSpot Marketplace. Until it ships, installation is done by invitation only — contact Metrica Software to arrange access. Once listed, this page will be updated with the public install flow + screenshots from the live Marketplace page.

Power BI Connector for HubSpot installs into your HubSpot portal as a UI Extension. Installation is a one-time action that requires a HubSpot Super Admin in the target portal.

Before you start #

  • You’re a Super Admin (or have App Marketplace install permission) in the HubSpot portal where you want the connector to run.
  • Your HubSpot subscription includes the Hubs whose data you want to query (Sales, Marketing, Service, Operations, Commerce). The connector reads whatever your portal makes available.
  • You have a Power BI Desktop installation and an account that can publish to a Power BI workspace.

Step 1 — Install from HubSpot Marketplace #

Sign in to HubSpot and visit the connector’s listing on the HubSpot Marketplace. Click Install app and follow the prompts. HubSpot walks you through:

Screenshot pending: marketplace listing

  1. Selecting the destination portal (if you manage more than one).
  2. Reviewing the OAuth scopes the connector requests — these control what HubSpot data the connector can read. Approve to continue.
  3. Confirming the install.

Screenshot pending: oauth consent screen

i

The OAuth scopes are read-only and scoped to the data you select. The connector does not write back to HubSpot.

Step 2 — Open the connector #

After install, HubSpot lands you on the connector inside the app. You can re-enter it later from HubSpot Apps in the main HubSpot navigation. The URL pattern is app-na*.hubspot.com/app/<app-id>/<portal-id>.

Screenshot pending: connector landing inside hubspot

Step 3 — Grant connector roles (optional) #

By default, the HubSpot Super Admin who installed the connector becomes its tenant Admin. Other HubSpot users can sign in to the connector immediately as users — they can build their own data sources and mint their own access tokens. If you want to grant additional connector-admin rights, see Application Permissions Setup.

Step 4 — Build your first data source #

You’re ready. Follow the Quickstart to create your first data source and load it into Power BI Desktop.

Uninstalling #

To remove the connector, go to HubSpot Settings → Integrations → Connected Apps, find Power BI Connector for HubSpot, and click Uninstall. This:

  • Revokes the OAuth grant.
  • Stops the connector from reading any HubSpot data.
  • Existing OData URLs will start returning 401 on the next Power BI refresh.

Data sources, tokens, and history records are retained on the Metrica side for 30 days in case you reinstall, then deleted.

Related #

  • Quickstart
  • Application Permissions Setup
  • Contact Support
Updated on May 20, 2026

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
WelcomeQuickstart — from Zero to a Power BI Report
Table of Contents
  • Before you start
  • Step 1 — Install from HubSpot Marketplace
  • Step 2 — Open the connector
  • Step 3 — Grant connector roles (optional)
  • Step 4 — Build your first data source
  • Uninstalling
  • Related
Metrica
Explore Products
Products
  • Power BI Connector for Salesforce
  • Power BI Connector for SAP
Resources
  • Blog
  • Trust Center

Metrica Software builds enterprise data connectors that provide analytics platforms with direct access to complex business systems such as SAP and Salesforce.

The focus is on predictable behavior, controlled access, and long-term operation in production environments.

© 2026. All rights reserved.

Privacy Policy

Terms of Use

    Book a Demo







    Secure & private form

    1-2 min

    ×

      Contact Sales








      Secure & private form

      1-2 min

      ×