Hubspot Writeback Connector

Intro

HubSpot develops software for social media and email marketing, content management, web analytics, and search engine optimization. Use Domo’s Hubspot Writeback connector to export your data from a Domo DataSet to your Hubspot account. To learn about the HubSpot API, visit their website (http://developers.hubspot.com/docs/overview).

You connect to your HubSpot account in the Data Center. This topic discusses the fields and menus that are specific to the Hubspot Writeback connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Connector.

Note:

• The Hubspot Writeback connector requires the connected hubspot account to be a special type of account, a Marketing Hub account.
• The owner of a writeback dataset must also be an owner or co-owner of the input dataset.
• Hubspot defines the field to be used as a key. When you power up the connector, the field mapping section will inform you about the field in the Hubspot that the connector uses as the key.
• The Writeback Connector performs an upsert. If it identifies a match between the row in the input dataset and Hubspot, it will update the Hubspot Account. However, if it does not finds a match, it will create a new Account in Hubspot.

Prerequisites

To configure this connector, you need your Domo Client ID and Client Secret. Learn how to get your Client ID and Secret.

Configuring the Connection

This section enumerates the options in the Credentials and Details panes in the Hubspot Writeback Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Domo developer account. The following table describes what is needed for each field:

Field	Description
Domo Client ID	Enter your Domo client ID.
Domo Client Secret	Enter your Domo client secret.

For more details about obtaining these credentials, see Prerequisites.

Once you have entered valid credentials, you can use the same account any time you go to create a new Domo-Hubspot connection. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector/Adapter Accounts.

Details Pane

This pane contains a number of fields for specifying your data and indicating where it’s going.

Field	Sub Field/ Description	Description
Hubspot Object	There are seven types of Hubspot Object, which include Companies, Contacts, Deals, Tickets, Custom Object, Appointments, and Listings. Companies: Writes data from Domo to HubSpot companies. Contacts: Writes data from Domo to HubSpot contacts. Deals: Writes data from Domo to Hubspot deals. Tickets: Writes data from Domo to HubSpot tickets. Custom Object: Writes data from Domo to a custom object in HubSpot. Appointments: Writes data from Domo to Hubspot appointments. Listings: Writes data from Domo to HubSpot listings.
Domo Dataset	Dataset ID	Enter the id of your Domo dataset which contains the data you want to write to Hubspot. The id is located in the dataset url. For example: https://customer.domo.com/datasources/aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee/details/settings.
Configuration Mapping	Once you enter the Dataset ID, the Use automated mapping and Select mapping manually radio button appears. Select whether to use automated mapping (if your dataset fields match the Hubspot fields) or if you want to define the mapping manually. Note: The fields that appear in this section varies, and it depends on the Hubspot Object selected.	Use automated mapping: If the Hubspot fields and the dataset fields match exactly, then you can use automated mapping. Select mapping manually: For manual mapping, you need to match the desired Hubspot fields and the dataset columns manually. Required Fields: Shows the list of required Hubspot fields, where you need to match with the corresponding Dataset field. Optional Fields: To update and insert records into Hubspot, you need to map the Hubspot fields “Record ID” with the corresponding matching field from the input dataset.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.

FAQ

How can I view import errors for a file in HubSpot?

To review import errors in HubSpot, follow these steps:

1. In HubSpot, go to Data Management > Data Integration.
2. Open the File Imports tab.
3. Use the property filter above the table to narrow the list of imports. For example, select Import Source and choose a value such as Mobile iOS.
4. Locate the import you want to review, select More, and then choose the appropriate option for that import.
5. Select the import name to open the import details page and view any associated errors.

What kind of credentials do I need to power up this Connector?

You need your Domo client id and client secret.

Where can I find my Domo client id and client secret?

Learn how to get your Client ID and Secret.

How frequently will my data update?

As often as needed.

How do I find the Input Dataset ID?

Your Domo input dataset id is in the URL of the dataset you are exporting data from. For example:

https://customer.domo.com/datasources/aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee/details/settings

What should I know before importing a CSV file into HubSpot?

Before importing data, ensure that the source file meets the following requirements:

• Close all quotation marks: Ensure that every value enclosed in quotation marks (”) contains both opening and closing quotation marks. Unmatched quotation marks can cause the CSV parser to misinterpret the data and may result in import failures.
• Keep quoted values on a single line: Ensure that values enclosed in quotation marks (”) do not span multiple lines. Multi-line values may not be processed correctly and can cause import errors.
• Understand how blank values are handled: Blank cells in the import file do not overwrite or clear existing property values in HubSpot. If a property already contains a value, importing a blank value leaves the existing value unchanged.

Troubleshooting

• Make sure your authentication remains valid.
• Review the configuration to make sure that all required items have been selected.
• Review the Connector history for error messages.
• In rare cases, you may be requesting too much information and reaching API limitations or timeouts. If this is the case, you can review the history of the Connector run to see the error message and duration. If this is the case, you can reduce the number of accounts that are being pulled, choose a smaller number of metrics for the report that you are pulling, or reduce the timeframe that you are trying to pull.