Hubspot - Upload Data
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
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