HubSpotDetermining the correctAPI scopes for Power Query connections requires understanding HubSpot’s permission model and mapping specific scopes to the data you want to access. Incorrect scope configuration can lead to authentication failures or incomplete data access.
Here’s how to connect HubSpot to Excel without manual scope configuration or permission mapping.
Connect HubSpot to Excel with automatic scope management using Coefficient
Coefficientsimplifies HubSpot API scope management by guiding you through the connection process and automatically requesting appropriate permissions. The platform handles scope requirements for different HubSpot objects and features without manual configuration.
How to make it work
Step 1. Start the guided connection process.
Install Coefficient and begin connecting your HubSpot account through the Connected Sources menu. The platform automatically identifies the necessary API scopes based on your intended data access.
Step 2. Let Coefficient handle scope requirements automatically.
During the connection process, Coefficient requests appropriate permissions for standard HubSpot objects like contacts, deals, companies, and tickets. The platform also handles specialized requirements like e-commerce permissions for Engagement objects.
Step 3. Complete authentication with proper permissions.
Follow the guided authentication flow, which ensures you have the necessary access rights for your intended data imports. Coefficient validates permissions during setup to prevent access issues later.
Step 4. Access all available objects based on your permissions.
Once connected, Coefficient displays all HubSpot objects you can access based on your account permissions and API scopes. The platform automatically adapts to your specific permission level.
Step 5. Handle permission updates seamlessly.
If you need access to additional HubSpot objects or features, Coefficient guides you through updating your connection permissions without requiring manual scope reconfiguration.
Connect with confidence and proper permissions
Connect yourStop guessing about API scope requirements and permission mapping. Coefficient ensures you have the right access for your HubSpot data imports through guided setup and automatic scope management.HubSpot account with proper permissions today.