Loading data into HubSpot

This guide explains how to load data into HubSpot for further analysis.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

• Create a datastream whose data you want to load into HubSpot. For more information on creating a datastream, see Creating a datastream.

• In the HubSpot UI, enable the toggle in your CRM settings to import contacts, companies, and deals. For more information, see the HubSpot documentation.

Procedure

To load data from a datastream into HubSpot, follow these steps:

1. Add HubSpot as a destination to the workspace which contains the datastream or to one of its parent workspaces.

2. Assign the HubSpot destination to the datastream.

   You can assign as many destinations to a datastream as you want.

   Some destinations require specific Data Mapping, such as Hubspot and Facebook Offline Conversions. If these Data Mapping requirements conflict, the destinations cannot be assigned to the same datastream.

3. Configure the Data Mapping of your datastream to conform with HubSpot destination standards.

4. Enable data loading into the destination from the datastream.

Adding HubSpot as a destination

To add HubSpot as a destination to a workspace, follow these steps:

1. Go to the Destinations page.

2. Click + Create destination.

3. Search for and click HubSpot.

4. Choose how to authorize Adverity to access HubSpot:

   • To use your details, click Access HubSpot using your credentials.

   • To ask someone else to use their details, click Access HubSpot using someone else's credentials.

     If you choose this option, the person you ask to create the authorization will need to go through the following steps.

5. Click Next.

6. Log in to your HubSpot account.

7. (Optional) If you have more accounts, choose the account into which you want to load your data.

8. In the Configuration page, fill in the following fields:

   Name

   (Optional) Rename the destination.

9. Click Create.

Assigning HubSpot as a destination

To assign the HubSpot destination to a datastream, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the Load section, click + Add destination.

4. Select the HubSpot checkbox in the list.

5. Click Save.

6. For the automatically enabled destinations, in the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the new destination. The following data extracts will be loaded:

   • All data extracts with the status collected if no other destinations are enabled for the datastream

   • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

   Alternatively, click Skip to continue configuring the destination settings or re-load the data extracts manually. For more information, see Re-loading a data extract.

7. In the Load section, find the HubSpot destination in the list, and click Actions on the right.

8. Click Destination settings.

9. In Resource, select one of the following options:

   • Update contacts

   • Update companies

   If you select Update contacts, select one of the following options:

   Update existing list

   If you choose this option, in the Custom HubSpot Contact List field, select the name of the existing list in the destination to which your data is added.

   Create new list

   If you choose this option, in the Custom Contact List Name Template field, enter the name for a new list to create in the destination. Your loaded data is added to this new list.

   Only update contacts

   Select this option to only update the existing contacts in your HubSpot account.

   Depending on the option you select, make sure to map and add the contact or company data to the Data Mapping. For more information, see Configure the Data Mapping of your datastream.

10. Click Save.

Configuring Data Mapping for HubSpot

All data that you load into HubSpot must conform with HubSpot standards.

To configure Data Mapping for the HubSpot destination, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the top navigation panel, click Data Mapping.

4. In the Source Fields column, find email.

5. In the cell in the Target fields column in the email field's row, write email and press Enter. If you cannot find any value, click + Create new to create the email target field with type string.

6. Take another value from the Source Fields column. The following dimension is used for demonstration purposes (the dimension name depends on the chosen datastream):

   firstname

7. (Optional) To update company data in HubSpot, find the value companyID in the Source Fields column. In the cell in the Target fields column and within the companyID's row, write companyid. Using this method, you can only update existing company information. You cannot create new company data in HubSpot.

8. In the HubSpot user interface, log in to your account.

9. Click Settings.

10. Click Properties.

11. In the Search properties field, write firstname.

12. Click Edit.

13. Click the </> icon and copy the internal name.

14. Use the copied property name similar to step 7 in Adverity's Data Mapping.

15. In the firstname field, paste the internal name copied from the HubSpot user interface. Choose string as data type.

16. Repeat this procedure for all dimensions that you want to load into HubSpot.

Enabling data loading into HubSpot destination

To enable data loading into the HubSpot destination from the datastream, follow these steps:

1. Go to the Datastreams page.

2. Open the chosen datastream by clicking on its name.

3. In the list in the Load section, find the HubSpot destination, and enable the toggle.

4. In the pop-up window, click Yes, load data if you want to automatically load your previously collected data into the newly enabled destination. The following data extracts will be loaded:

   • All data extracts with the status collected if no other destinations are enabled for the datastream

   • All data extracts with the status loaded if the data extracts have already been sent to Adverity Data Storage or external destinations

   Alternatively, click Skip to only load data extracts collected in the future or re-load the data extracts manually. For more information, see Re-loading a data extract.