Import and export custom properties to HubSpot

Hubspot provides many ways to work with your data. One of the most powerful tools to utilise is custom properties, which allow you to store and further process data in HubSpot. You will need to adjust the settings to your Connector if you want Connect to import or export data to and from custom properties. This article covers the following subjects:

• Import custom properties from HubSpot
• Export custom properties to HubSpot

Import custom properties from HubSpot

Custom properties that you create in HubSpot are not imported into Connect by default. You can update the connector settings to include additional custom properties.

You can import custom properties for:

• Contacts
• Deals
• Companies

Other custom properties are not supported through this method at this time.

Step 1: Log into Spotler Connect

Log into Spotler Connect and navigate to the connector settings for HubSpot.

Step 2: Select the relevant stream

Click on:

• Contact for Contact properties
• Activity for Deal properties
• Organisation for Company properties

Locate the setting that asks which properties should be imported from HubSpot.

Step 3: Select the property

Select the Custom properties that you need to import from the list.

Step 4: Save

Save your settings.

The custom property is now included whenever data is imported from HubSpot.

Export custom properties to HubSpot

You can also use Connect to export data to a custom property in HubSpot. To do this, first create the custom property in HubSpot and then create a data rule in Connect that maps data to the property.

Step 1: Create custom property in Hubspot

Make sure that the custom property is created in HubSpot. See HubSpot's documentation on creating and editing properties for more information.

Step 2: Save internal name and custom property type

Open the custom property and copy its Internal name to your clipboard. You will need this value when configuring the rule in Connect. Also take note of whether you've created a Contact property, a Company Property or a Deal Property.

Step 3: Go to Outgoing rules in Connect

Log into Connect and navigate to Data rules > New Outgoing rule.

Step 4:  Create the outgoing rule

Click Import from Clipboard and paste the following base rule:

{
  "Name": "Create custom property in HubSpot",
  "Description": "Export data to custom property in HubSpot",
  "Type": "Mapping",
  "Direction": "Out",
  "Active": false,
  "Global": false,
  "Purpose": "ContactRule",
  "ConfigIds": null,
  "Mappings": [
    {
      "Type": "STRING",
      "Field": "Raw.any.properties.ENTER_INTERNALNAME_HERE",
      "Value": "ENTER VALUE HERE",
      "Action": "Set",
      "Presentation": "MetaDataCondition"
    }
  ],
  "Conditions": [],
  "Configs": [
    {
      "Name": "HubSpot company",
      "Implementation": "hubspot",
      "ImplementationId": "hubspot"
    }
  ],
  "Order": null,
  "ConfigId": null
}

Step 5: Tweak the outgoing rule

You need to tweak this base rule to make it work for your connector:

1. Make sure that the correct stream is selected under Stream. Select Contact for Contact properties, Organisation for Company properties, or Activities for Deal properties.
2. Replace ENTER_INTERNALNAME_HERE in the metadata value with the Internal name of the custom property. For example, if the Internal name is Custom_property, the metadata value becomes Raw.any.properties.Custom_property (this is case sensitive).
3. Replace ENTER VALUE HERE in the Value field with the value you want to export. You can select a static value or the contents of a field in Connect.

Step 6: Save and activate the rule

The outgoing rule will now export the selected data from Connect to the custom property in HubSpot.