HubSpot Data Target Requirements
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      Companies - HubSpot Data Target Requirement

      This guide explains how to configure a Data Target in DataBlend to create or update Company records in HubSpot. It includes use cases, detailed steps, and troubleshooting tips to help you complete the setup process with ease.

      Table of Contents

      Use Cases

      Steps to Set Up the Data Target

              Step 1: Prepare Your Data

              Step 2: Configure the Data Target in DataBlend

              Step 3: Test and Run the Data Target

      Troubleshooting

      Additional Resources

      Use Cases

      Creating and updating Companies in HubSpot using DataBlend allows you to integrate data across systems to manage customers, vendors, and financial workflows effectively. Below are some common use cases:

      • CRM System Integration: Sync company records between HubSpot and ERP/accounting software for consistency in financial and CRM data.
      • Vendor and Partner Syncing: Create or update vendor and partner records in HubSpot with key financial details like outstanding balances or payment terms.
      • Financial Data Updates: Automate updates to company records with financial details like revenue, payment status, or credit limits from your ERP/accounting systems.

      Steps to Set Up the Data Target 

      Step 1: Prepare Your Data 

      To ensure successful integration your data should match HubSpot’s required and optional fields.

      Required fields. You need at least one of the following fields to create a Company:

      • name (the company’s name)
      • domain (the company’s website domain).

      Tip: It’s strongly recommended to include domain as it serves as a unique identifier in HubSpot, preventing duplicate companies from being created.

      Other fields are optional. Use the format below as a reference.

      Tip: To see all the available fields in your HubSpot instance, set up a HubSpot Collector in DataBlend to pull records from the Company object and review the list of fields.

      HubSpot Fields (API) 

      Required

      Example

      Notes
      name Yes, if domain is not included  Smith Co Required unless domain is provided.
      domain Yes, if name is not included smith.com Strongly recommended to avoid duplicates.
      industry Optional Software Useful for segmentation
      phone Optional  +1-987-654-3210  Include the country code
      website Optional https://www.smith.com Format as a valid URL.
      If you want to update certain fields without affecting others, ensure that you only include the fields you wish to change. Omitting a field from the update payload will leave its existing value unchanged. To clear a field's value, you can set it to an empty string in the Query.

      Step 2: Configure the Data Target in DataBlend

      Follow these steps to configure the Data Target for HubSpot:
      1. Navigate to the Data Targets section in the main left-hand side Menu.
      2. Click + Add to create a new Data Target.
      3. Configure the following fields:
      Field Name Value
      Type Select HubSpot from the dropdown menu.
      Name Enter a descriptive name to your Data Target (e.g., "Create Companies in HubSpot").
      Query Select a query from the dropdown list that you've prepared to create Companies in HubSpot.
      Query Mode

      New: to run the query within the Data Target.
      Latest: if the query is a preceding step in the workflow.

      Specific: to send data from a specific query execution based on a chosen timestamp
      Credential Select the credential for the HubSpot instance where data will be sent.
      Object Type Select Companies
      Update Off: to create new Companies,
      On: to update existing Companies
        4.  Click Save to to complete the setup.

      Example Configuration:

      Additional configurations and features for this Data Target can be found on Data Target Basics page.

      Step 3: Test and Run the Data Target

       1.  Run the Data Target: Click Run Data Target in DataBlend to send test data to HubSpot. It's recommended to test with a single record first. To do this, set the limit to 1 in the query configuration.

       2.  Verify Test Execution:
      • If the test is successful, proceed to send all records.
      • If the test execution returns errors or warnings, navigate to the latest execution log to review the details.
       3. Resolve Errors: Identify and resolve any flagged issues (refer to the Troubleshooting section for guidance).
      Tip: Starting with one record helps ensure the configuration is correct before processing a larger dataset.

      Troubleshooting

      If you encounter any issues, use the following tips to diagnose and resolve them:

      • Authentication Errors: Verify the connection to HubSpot is Valid and associated with the correct HubSpot account. Ensure that the credential permissions allow access to the Companies object.
      • Field Mapping Issues: Double-check that all required fields (name or domain) are included and correctly formatted. Confirm that optional fields meet HubSpot’s formatting requirements (e.g., URLs must start with https://).
      • Data Import Errors: Review the logs in DataBlend for specific error messages. Common error codes and solutions:
      Error Description Solution
      400 (Bad Request) Missing required fields or incorrect field values. Ensure name or domain is included and valid.
      401 (Unauthorized) Invalid API key or OAuth token. Reauthenticate with a valid credential.
      422 (Unprocessable Entity) The data provided is invalid or incomplete. Verify that all fields are correctly formatted.
      One or more errors occurred Process encountered one or more issues during execution If the issue persists and you cannot identify the root cause, contact DataBlend support with the errored execution link.

      Additional Resources