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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

NameReferenceTypeRequiredDefaultOptionsDescription
Access TokenHUBSPOT_ACCESS_TOKENPassword--Token for authenticating with Hubspot. This ensures secure access to the Hubspot account for exporting data.
Import NameHUBSPOT_IMPORT_NAMEAlphanumeric-- A name to identify this import job.
Upload Operation TypeHUBSPOT_IMPORT_OPERATIONSelectUPSERTCreate: CREATE

Update: UPDATE

Upsert: UPSERT
Choose the type of import operation (e.g., create, update).
Hubspot Data TypeHUBSPOT_OBJECT_TYPESelectcontactsContacts: contacts

Companies: companies

Deals: deals
Select which data object is being affected by the upload.
Source Folder NameHUBSPOT_SOURCE_FOLDER_NAMEAlphanumeric--Directory where the blueprint will search for files to import.
Filename or Match PatternHUBSPOT_SOURCE_FILE_NAMEAlphanumeric--Exact name or regex pattern to identify the files for import.
Source File Name Match Type HUBSPOT_SOURCE_MATCH_TYPESelectexact_matchExact: exact_match

Regex: regex_match
Method for matching the source file name. Choose 'Exact' for exact names or 'Regex' for regular expression patterns.
File FormatHUBSPOT_FILE_FORMATSelectCSVCSV

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

      
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