Hubspot API linkies

This commit is contained in:
Jeff Moe 2024-09-19 08:58:45 -06:00
parent 6a53ffe78c
commit 0fc2a894c5
2 changed files with 67 additions and 18 deletions

View file

@ -371,10 +371,17 @@ Go to Automations --> Workflows, click the "Actions" button, then
* Send to: Email address of logged in Hubspot user. * Send to: Email address of logged in Hubspot user.
* Choose what you'd like to export: All available workflow dashboard data. * Choose what you'd like to export: All available workflow dashboard data.
Activities Export Hubspot API
----------------- ===========
Activities appear to be emails and such sent to contacts. Some data in Hubspot cannot be exported, it needs to be retrieved via the API.
These are not in the contacts export.
API reference:
`<https://developers.hubspot.com/beta-docs/reference/api>`_
API guide:
`<https://developers.hubspot.com/beta-docs/guides/api>`_
Per Hubspot docs: Per Hubspot docs:
@ -382,6 +389,16 @@ Per Hubspot docs:
To retrieve activities, you can export certain activity reports To retrieve activities, you can export certain activity reports
or use the engagements API." or use the engagements API."
`<https://developers.hubspot.com/beta-docs/guides/api/crm/engagements/engagement-details>`_
Activities Export
-----------------
Activities appear to be emails and such sent to contacts.
These are not in the contacts export.
CiviCRM Import CiviCRM Import
============== ==============
Importing records, such as from Hubspot. Importing records, such as from Hubspot.

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@ -9,7 +9,7 @@ msgid ""
msgstr "" msgstr ""
"Project-Id-Version: Libre Developers Documentation 0\n" "Project-Id-Version: Libre Developers Documentation 0\n"
"Report-Msgid-Bugs-To: \n" "Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-09-19 08:29-0600\n" "POT-Creation-Date: 2024-09-19 08:58-0600\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n" "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language: en\n" "Language: en\n"
@ -490,59 +490,91 @@ msgid ""
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:375 #: ../../../_source/civicrm-libre-is.rst:375
msgid "Activities Export" msgid "Hubspot API"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:376 #: ../../../_source/civicrm-libre-is.rst:376
msgid "" msgid ""
"Activities appear to be emails and such sent to contacts. These are not in " "Some data in Hubspot cannot be exported, it needs to be retrieved via the "
"the contacts export." "API."
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:379 #: ../../../_source/civicrm-libre-is.rst:378
msgid "API reference:"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:380
msgid "`<https://developers.hubspot.com/beta-docs/reference/api>`_"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:382
msgid "API guide:"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:384
msgid "`<https://developers.hubspot.com/beta-docs/guides/api>`_"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:386
msgid "Per Hubspot docs:" msgid "Per Hubspot docs:"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:381 #: ../../../_source/civicrm-libre-is.rst:388
msgid "" msgid ""
"\"Activities on records, such as notes or emails, cannot be exported. To " "\"Activities on records, such as notes or emails, cannot be exported. To "
"retrieve activities, you can export certain activity reports or use the " "retrieve activities, you can export certain activity reports or use the "
"engagements API.\"" "engagements API.\""
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:386 #: ../../../_source/civicrm-libre-is.rst:392
msgid ""
"`<https://developers.hubspot.com/beta-docs/guides/api/crm/engagements/"
"engagement-details>`_"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:396
msgid "Activities Export"
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:397
msgid ""
"Activities appear to be emails and such sent to contacts. These are not in "
"the contacts export."
msgstr ""
#: ../../../_source/civicrm-libre-is.rst:403
msgid "CiviCRM Import" msgid "CiviCRM Import"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:387 #: ../../../_source/civicrm-libre-is.rst:404
msgid "Importing records, such as from Hubspot." msgid "Importing records, such as from Hubspot."
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:390 #: ../../../_source/civicrm-libre-is.rst:407
msgid "Contacts Import" msgid "Contacts Import"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:391 #: ../../../_source/civicrm-libre-is.rst:408
msgid "HOWTO import the Hubspot contact export into CiviCRM." msgid "HOWTO import the Hubspot contact export into CiviCRM."
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:393 #: ../../../_source/civicrm-libre-is.rst:410
msgid "" msgid ""
"`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-" "`<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-"
"into-civicrm/>`_" "into-civicrm/>`_"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:395 #: ../../../_source/civicrm-libre-is.rst:412
msgid "" msgid ""
"Before doing an export, definitely make a backup of the database, in case it " "Before doing an export, definitely make a backup of the database, in case it "
"doesn't work. Best to do on a test database first, definitely not in " "doesn't work. Best to do on a test database first, definitely not in "
"production. :)" "production. :)"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:399 #: ../../../_source/civicrm-libre-is.rst:416
msgid "Perhaps:" msgid "Perhaps:"
msgstr "" msgstr ""
#: ../../../_source/civicrm-libre-is.rst:401 #: ../../../_source/civicrm-libre-is.rst:418
msgid "increase the memory_limit and max_execution_time values in php.ini." msgid "increase the memory_limit and max_execution_time values in php.ini."
msgstr "" msgstr ""