Export to HubSpot

The “Export to HubSpot” script template (ID 292549) exports data from Civis Platform to your HubSpot account. 

Parameters

• HubSpot Access Token (required): Access token for HubSpot API. Please see this page.
• HubSpot Standard CRM Object (required): The HubSpot standard CRM object to export data to. Unless otherwise specified below, the export uses the HubSpot Imports API, for which your HubSpot access token must have the scope “crm.import”. Please note that data is exported in the “UPSERT” mode through this API. This means that if the user does not include a field that is a  HUBSPOT_OBJECT_ID or HUBSPOT_ALTERNATE_ID, then data will not map to existing records and a new record will be created (potentially causing duplicates). For example, for exporting “Contacts” data, if a user issued the query SELECT first_name AS firstname, last_name AS lastname FROM myschema.mytable, new records with the first and last names would be created, but because email (the HUBSPOT_ALTERNATE_ID) was not included, Hubspot assumes this is a new record. Here are the supported objects:
  • Appointments
  • Calls
  • Communications
  • Companies
  • Contacts
  • Courses
  • Deals
  • Emails
  • Feedback submissions
  • Invoices
  • Leads
  • Line items
  • Listings
  • Meetings
  • Notes
  • Orders
  • Payments
  • Postal mail
  • Products
  • Quotes
  • Services
  • Subscription statuses
    • The scope “communication_preferences.read_write” or “communication_preferences.write” is needed for your access token.
    • This export option uses the v4 update contact subscription status endpoint. The columns in your data to export will need to match what this endpoint accepts. The required columns in your data to export are “channel”, “statusState”, and “subscriptionId”. Optional columns are “legalBasis” and “legalBasisExplanation”. If your Civis table has different column names, the “SQL Query” parameter can be used to construct a SELECT statement with AS to rename the columns.
• Subscriptions
• Tasks
• Tickets
• Users
• Script Action (required): The action for this script to perform. “List object properties” will list the properties for the specified HubSpot object. “Run export” will export data to the specified HubSpot object.
• Database (required): The Civis Platform database to export data from.
• Database Credential (required): A valid database credential for the Civis Platform database. To use the credential associated with the logged-in user, choose from the dropdown the credential that has this user’s Civis Platform username.
• Schema and Tablename (optional): The schema.tablename you would like to export data from. Column names must match HubSpot property names, or you can use the SQL query parameter below to alias them.
• SQL Query (optional): The SQL query for the data to export. Mutually exclusive with Schema and Tablename.