Datarails Integrations solution is a paid plan that lets you consolidate all your data sources and seamlessly connect your external apps to the Datarails web app. For more information contact our integrations team here.

• Datarails Fileboxes can sync data automatically using HubSpot.
• Following a schedule set by the user, the HubSpot platform is queried.
• The results are then stored as a CSV version in the target Filebox and can be used in Datarails like any other Filebox.

What you need to get started:

• Full Admin / Super User access to HubSpot in order to create a sync user.
• Admin access to Datarails to set up the integration between Datarails and HubSpot; the integration can be later shared with non-admin users.

Data is only transferred from HubSpot to Datarails.
The sync user does not write or modify any data in HubSpot, and therefore only requires list and view access (to view your reports, organization settings, and general ledger).

Step 1: Create a HubSpot Data Source in Datarails

1. Go to Admin > Data Sources.
2. Click Add new data source.

3. In the Edit Data Source dialog, do the following:
   • Organization: Your own organization
   • Type: Select HubSpot
   • Name: Enter a name for this integration (e.g. HubSpot integration)

4. At the bottom of the screen, click Save.
5. A connect button will appear.
6. In HubSpot, grant permission to Datarails from the admin account - click connect app.
7. In HubSpot, grant permission to Datarails.
8. When authentication is complete, test the connection by clicking Test at the bottom of the screen.
   • A positive test result is indicated by an OK in the Test results field.

Step 2: Share Your New Data

After the Data Source is created, you can share it with other Datarails users.

Only users with permission to the Data Source, can use it for querying and syncing data to Datarails Fileboxes.

1. Go to the Data Source you created, and select Share

2. In the Invite a team member dialog, enter the email address of the person you want to share
   the Data Source with, then click Send.

Add or remove users to this Data Source, and view users with access to this connection.

Step 3: Query Data from HubSpot Online

1. Create a new Filebox.
   • For the most up-to-date and complete instructions on how to create a new Filebox via the workspace or the Excel add-in, please go here. Then continue below.
2. Go to the Filebox > Settings tab and scroll down to the Data Connection section.
3. Choose the relevant Data Connection from the list (e.g. HubSpot Integration).

The list only displays those connections shared with users (from Step 2 above).

4. Select an Object Type to define the type of report to sync from HubSpot:
   • Select the required object from the dropdown for any predefined HubSpot objects
5. Define a sync schedule by creating a Sync Interval in cron syntax.
6. Click Save.
7. Click Test; an OK indicates the query is good.
   • The data will sync to the Filebox according to the defined schedule.

Note: Click Sync Now to create a new version containing the relevant data within the specified time frame. It can take up to two (2) minutes until the synced version appears in the Versions list.

8. Sync data from your server immediately or via a scheduled sync

To sync the data immediately: Go to the Filebox settings > Sync Now.

Step 4: Create a Sync Schedule

1. Go to the Filebox settings of the Filebox you wish to sync.
2. Click on Time interval settings, choose the wanted schedule and click Save.

Updated July 29, 2024 11:11