Hubspot - Upload Data | Alli Documentation

Overview

Before diving into the blueprint, it's essential to familiarize yourself with a few prerequisites and concepts to ensure a smooth experience:

Hubspot Access Token:

The blueprint requires an access token from Hubspot for authentication. If you don't have one, you'll need to obtain it from Hubspot. Typically, this is done through the Hubspot API settings in your account. Keep this token secure; it's your key to accessing your Hubspot account programmatically.

Data File Preparation:

Ensure your contact data is in a supported file format (e.g., CSV, Excel). The blueprint will ask for the filename, so keep the file accessible and know its path.

Variables

Name	Reference	Type	Required	Default	Options	Description
Access Token	HUBSPOT_ACCESS_TOKEN	Password	✅	-	-	Token for authenticating with Hubspot. This ensures secure access to the Hubspot account for exporting data.
Import Name	HUBSPOT_IMPORT_NAME	Alphanumeric	✅	-	-	A name to identify this import job.
Upload Operation Type	HUBSPOT_IMPORT_OPERATION	Select	✅	UPSERT	Create: CREATE Update: UPDATE Upsert: UPSERT	Choose the type of import operation (e.g., create, update).
Hubspot Data Type	HUBSPOT_OBJECT_TYPE	Select	✅	contacts	Contacts: contacts Companies: companies Deals: deals	Select which data object is being affected by the upload.
Source Folder Name	HUBSPOT_SOURCE_FOLDER_NAME	Alphanumeric	✅	-	-	Directory where the blueprint will search for files to import.
Filename or Match Pattern	HUBSPOT_SOURCE_FILE_NAME	Alphanumeric	✅	-	-	Exact name or regex pattern to identify the files for import.
Source File Name Match Type	HUBSPOT_SOURCE_MATCH_TYPE	Select	✅	exact_match	Exact: exact_match Regex: regex_match	Method for matching the source file name. Choose 'Exact' for exact names or 'Regex' for regular expression patterns.
File Format	HUBSPOT_FILE_FORMAT	Select	✅	CSV	CSV Excel Spreadsheet: SPREADSHEET	Specify the format of the file being imported

YAML

Below is the YAML template

YAML


source:
  template: Hubspot - Upload Data
  inputs:
    HUBSPOT_ACCESS_TOKEN:
    HUBSPOT_IMPORT_NAME:
    HUBSPOT_IMPORT_OPERATION: UPSERT
    HUBSPOT_OBJECT_TYPE: contacts
    HUBSPOT_SOURCE_FOLDER_NAME:
    HUBSPOT_SOURCE_FILE_NAME:
    HUBSPOT_SOURCE_MATCH_TYPE: exact_match
    HUBSPOT_FILE_FORMAT: CSV
  type: TEMPLATE
guardrails:
  retry_count: 1
  retry_wait: 0h0m0s
  runtime_cutoff: 1h0m0s
  exclude_exit_code_ranges:
    - 102
    - 107
    - 201
    - 202
    - 206