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HubSpot - System Data Connector Guide

Gathid can be configured to download identity data from your Hubspot instance using an API. The following guide will assist you with configuring your system so that Gathid can automatically extract the data.

Overview

This article relates to version 7.0 of the Hubspot Data Connector.

The connector retrieves a list of Users and other identity information from your Hubspot instance via REST API. Click here to review the loader's system properties.

Authentication is performed using OAuth 2.0 tokens - further details are provided below.


Summary

  1. Validate that the new Hubspot connector is available on your Gathid instance

  2. Obtain credentials from your Hubspot instance for the Gathid configuration

  3. Configure the Prep Script tab in the Hubspot system loader

  4. Next Steps


Steps to configure the Hubspot data connector in Gathid

1. Validate that the new Hubspot connector is available on your Gathid instance

  1. As an Administrator user, log into Gathid and navigate to Admin Systems.

  2. You should see a new Hubspot loader in the list, in a Disabled state. If not, follow the process to add a new system.

REMINDER: To be able to view the Admin menu option in Gathid you need to have the ADMINISTRATOR role.

2. Obtain credentials from your Hubspot instance for the Gathid configuration

  1. In Hubspot, login as a SuperAdmin and go to Settings, then Integrations, then Private Apps, and create a private app.

  2. On the Scopes tab, grant the following scopes: settings.users.read and settings.users.teams.read.

  3. Create the app and copy the generated access token.

3. Configure the Prep Script tab in the Hubspot system loader

  1. As an Administrator, log into Gathid and navigate to Admin → Systems.
  2. Select the Hubspot loader and in 1. System Information toggle the System Enabled option to On.
    Ensure the correct start time for the loader is set in the Time. This should be close to your instance's stack start time.
  3. Then go to 2. Prep-Scripts and enter the configuration details retrieved in the previous step.

     Hubspot
    Private App Access Token: The generated access token created in step2.3 above.

Next Steps: 

Add External Relationships

 


 

System Properties