Forwarded from - HubSpot
- 17 Jul 2024
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Forwarded from - HubSpot
- Updated on 17 Jul 2024
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Help page for setting up data transfer from HubSpot.
constraints
Additional information when using custom properties
- HubSpot, the source of the transfer, obtains some of the metadata on the HubSpot side and defines the column names and data types internally.
- If custom properties are created on the HubSpot side, the internal names of the custom properties and the column names defined on the TROCCO side may overlap.
- If a custom property with the following internal name is created on the HubSpot side when an object is selected for acquisition, the data on the custom property side will be acquired.
idcreated_atupdated_at
Setting items
STEP1 Basic settings
| item name | indispensable | default value | Contents |
|---|---|---|---|
| HubSpot Connection Information | Yes | - | From the pre-registered HubSpot connection information, select the one that has the necessary permissions for this transfer setup. |
| Acquisition Target | Yes | object | Select the target of data acquisition from the following |
When an object is selected
| item name | indispensable | default value | Contents |
|---|---|---|---|
| object type | Yes | - | Select the object to be acquired.List of Selectable Objectscompanycontactdealproductticketline_itemquote |
| Transfer Method | Yes | forwarding of all messages | Select either full transfer or differential transfer. For more information on differential transfer, see Differential Transfer Function. |
Transfer source HubSpot's differential transfer
If you select differential transfer in the source HubSpot, the records updated since the last transfer will be transferred.
Therefore, if the APPEND method is used at the destination, duplicate records may occur. Please note
If you want to transfer data without duplicate records to a destination that does not have UPSERT or``MERGE as a transfer mode, such as Google BigQuery, please refer to Efficiently updating master tables on the DWH without duplicates.
If you select an association
| item name | indispensable | default value | Contents |
|---|---|---|---|
| object | Yes | --- | Select the object to be acquired.List of Selectable Objectscompanycontactdealproductticketline_itemquote |
| association-object | Yes | - | Select the association object associated with the selected object. Up to 100 association objects are retrieved for each object. List of Selectable Association Objectscompanycontactdealproductticketline_itemquote |
If you choose an association of engagement
| item name | indispensable | default value | Contents |
|---|---|---|---|
| association-object | Yes | - | Select the association object tied to the engagement. Up to 100 association objects are retrieved for each engagement. List of Selectable Association Objectscontactcompanydealownerworkflowticketcontentquote |
If an email event is selected
| item name | indispensable | default value | Contents |
|---|---|---|---|
| event type | Yes | - | Select the event type to be retrieved.List of Selectable Event TypesSENT.DROPPEDPROCESSEDDELIVERED.DEFERRED.BOUNCEOPENCLICKPRINTFORWARDSTATUSCHANGESPAMREPORTFor more information on each event type, please refer to Event typesin HubSpot's official documentation - Email Events API Overview. |
| Data acquisition period | No | - | You can enter the start and end dates and times of the data you wish to retrieve. |
If pipeline or pipeline stage is selected
| item name | indispensable | default value | Contents |
|---|---|---|---|
| object type | Yes | - | Select the object type of the pipeline to be acquired.List of selectable object typesdealticket |
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