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Preview ERD

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The connector offers three ways to view an ERD, at three different levels of zoom. Pick the one that matches the question you’re trying to answer:

  • From a data source — scoped to just the objects in one data source. Best for verifying a specific selection before you hook Power BI up to it.
  • Per-module ERD — the standard schema for one HubSpot module (e.g. CRM), independent of which data source you have. Best for understanding how a whole module hangs together.
  • Full ERD (full schema) — every object the connector works with in this portal, including your custom objects and custom events. Best when you genuinely need a bird’s-eye view of everything.

From a data source #

The data-source ERD is scoped to just the objects in one data source. Use it to verify a specific data source’s shape before you build a Power BI model on top of it.

Two entry points:

  • From the create or edit form, select Preview ERD in the footer. A modal opens with the diagram for the currently-selected objects.
  • From the Data Sources list, open the row’s Actions menu and choose Preview ERD. This opens the same dialog with the data source’s saved selection.

What the diagram shows:

  • Each box is an object from the selection. Objects the connector reads as parents of selected child objects are shown too, so the diagram stays self-contained.
  • Lines between boxes are associations declared by HubSpot between the selected objects, with standard cardinality markers (1, *, 0..1).
  • Green boxes are junction tables. The connector auto-creates them for most associations so your Power BI model survives if a HubSpot admin later changes an association’s cardinality — Power BI can’t refresh a report that suddenly hits a many-to-many, but the junction keeps it a clean one-to-many.

The toolbar inside the diagram exports the current view as SVG (vector, best for docs), PNG (raster, best for chat and tickets), or PDF (single-page snapshot for reviews).

Per-module ERD from Data Relationships #

Open Data Relationships in the connector’s left navigation. Pick a Category (for example CRM) and choose View diagram. The ERD shows the standard high-level schema for that module — each box is a table with its primary key, and junction tables sit between objects that have a standard HubSpot association.

Data Relationships page — per-category diagram and Full schema controls

Unlike the data-source ERD, this view isn’t tied to any particular data source — it always shows the module’s full standard schema, so it’s a good middle ground when you want to understand how a whole module fits together before deciding what to put into a data source.

Full ERD (full schema) #

The full ERD renders every object the connector works with in this portal in a single diagram — standard objects, associations, junction tables, plus your portal’s custom objects and custom events. It lives on the same Data Relationships page, in the Full schema section.

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Because of the wide catalog of HubSpot objects and the possible associations between them, generating the full ERD takes a few minutes. It runs in the background as a one-off job: choose Regenerate full ERD once, and once the job finishes the diagram is stored on the page. Every subsequent View full ERD opens the saved diagram instantly — no waiting. The Last generated timestamp shows when the saved diagram was produced; regenerate whenever you’ve added custom objects or events you want reflected.
Full ERD — bird's-eye view of every HubSpot object the connector works with

Even after generation, rendering the full ERD in the browser still takes a moment — it’s a dense diagram with a lot of nodes and edges. For most reporting use cases you’ll be faster reaching for the per-module ERD (one module at a time) or the data-source ERD (just what you selected). Open the full ERD when you genuinely need a bird’s-eye view of everything.

Which one should I use? #

  • Verifying a specific data source before hooking Power BI up to it — use the data-source ERD. It reflects exactly the objects you selected, plus junction tables.
  • Understanding a module’s shape (e.g. how CRM objects join to each other) — use the per-module ERD. It’s the standard schema for one HubSpot module, unfiltered by your data-source choices.
  • Bird’s-eye view of everything the connector can reach in this portal, including custom objects and custom events — use the full ERD. Expect the initial generation to take a few minutes and the render itself to be dense.

Related #