Add custom properties in the HubSpot connector

[ranmax123]

[mwathes]

Hi, this is great, however, the data you are pulling through is not what I'm looking for. I would like to filter on specific form fill, or list membership and select certain custom fields. Has any progress been made on this?

[ranmax123]

hi @mwathes thanks for reaching out. Can you provide examples of what you are looking for?

1. What data are you pulling?
2. What form is that?
3. Can you detail your scenarios?

You can email me if it's private to post here. My email id is in the profile section.

[AleArancibia]

Hi Ranmax123, I have the same issue. I Downloaded you Connector from Bigint, it works perfectly, but there are some missing data "Hubspot propierties" which are custom columns created by the users in Hubspot.

hi @mwathes thanks for reaching out. Can you provide examples of what you are looking for?

1. What data are you pulling?
2. What form is that?
3. Can you detail your scenarios?

You can email me if it's private to post here. My email id is in the profile section.

[ranmax123]

Custom properties will be launched soon. March end is what we are targeting.

[elxinside]

Hi that would be great. i'd love to ppull custom properties too. I've added a VAT id Field and beng able to read it would make a HUGE difference!! looking forward to your update. If you need a tester I'm available ; )

[flutterbybee]

Do you have an updated timeline? I really want to use this functionality...

[ranmax123]

Thanks everyone for the great feedback. This pandemic has pushed some of our projects. We will be taking this up and let you know by when it will be available.

If something is super urgent, why don't you email me privately? My email id is in the profile section.

[runwildman]

Hi @ranmax123 definitely interested in some of the custom fields that we've created in hubspot for the Deals table. Any update on your timeline for this project? The connector is working great for us so far, just hoping to gain a bit more information!

Thank you!

[ranmax123]

Hi @runwildman thanks, why don't you email me with fields you need?

[dapixa]

Maybe this workaround works for the contacts and accounts table as well:

Hey Folks, there is an easy workaround to add custom fields in the connector.

Open the HubSpot.mez with 7zip. In the 7zip file manager right click on HubSpot.m an chose "edit". In the notebpad seek for "dealsProperties" and write down the name of the custom field after the " and seperate it with a , to the next entry. Similiar to my sreenshot (kampagne ist a custom drop down field).

Don't forget to checkout the internal name of your field in the hubspot properties. The visiual name and the internal name are not the same!

[jhauff77060]

How can I retrieve all contact properties in a HubSpot account, including all default properties and any custom contact properties that have been created for the account?

[ranmax123]

@dapixa has suggested a good workaround.

[ranmax123]

@runwildman let me you internal id for those deal properties, I can share a private build with you. thanks

[ranmax123]

@elxinside where do you want to add VAT field? deal?

[runwildman]

@ranmax123 thanks - I used @dapixa solution and it worked great. Thanks again for building this connector, it's been a great help to me!

[francisbarton]

@dapixa has suggested a good workaround.

I think @jhauff77060 might have meant, how to extract the list of properties from HubSpot, in order to put them into the connector code?

[francisbarton]

How can I retrieve all contact properties in a HubSpot account, including all default properties and any custom contact properties that have been created for the account?

If you go to settings in HubSpot, then Properties (Property settings), there is an option to "Export all properties" as xlsx or csv. You can then edit the csv to prepare a list of the properties to pass to the connector.

[bochinche]

I tried adding certain properties such as: address,address2,zip,numberofemployees etc. to either one of the hree categories: accountsProperties dealsProperties contactsProperties

but none of them worked...

How should I procced? What am I doing wrong?

KR, Antonio

[eran-heffetz]

Hey @dapixa, I tried your great workaround but some for reason it only works on contacts and not on accounts (companies). any ideas why is that?

[eran-heffetz]

Thanks!

From: Joan Hauff @.> Date: Sunday, 11 April 2021 at 0:20 To: ranmax123/powerbi-custom-connectors @.> Cc: eran-heffetz @.>, Comment @.> Subject: Re: [ranmax123/powerbi-custom-connectors] Add custom properties in the HubSpot connector (#12) I’ll try to look at it on Monday.

On Sat, Apr 10, 2021 at 1:09 PM eran-heffetz @.***> wrote:

Hey @dapixa https://github.com/dapixa , i tried your great workaround but some for reason when I refresh powerbi I can't see the new custom properties. any thought or ideas

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[erik-metz]

Same issue here, already a solution around? I tried it with the version from the Microsoft App-Store and the one you can download and install on your own. Same issue with the custom properties in accounts.

[ranmax123]

@erikmetzinfo custom properties are not still exposed. You may try method suggested by @dapixa or you can email me privately your needs. Email in my profile section.

[eran-heffetz]

@erikmetzinfo - I eventually succeeded in editing the file and "pull" custom properties from accounts and contacts but for some reason, it didn't work for deals. However - I need to publish my reports and schedule auto-refresh and as far as I could find out, this doesn't work with this connector. I ended up using a paid connector - https://support.datawarehouse.io/hc/en-us/articles/360006051874-Power-Bi-Connector-Manual. Hope that helps.

[jssiig]

Using the workaround proposed by @dapixa, I'm having trouble retrieving the custom properties for Accounts as well. For Contacts and Deals, it works without issues. Does anybody have a solution?

[martinase]

Hi people,

I followed @dapixa instructions but the solution didn't work 100%, so I had to add some extra M code in the script to make it work. In the middle of the script, there is this part for the deals properties (pasted below). If you see in between (**), I have added two new lines for the customized properties that I have.(when copying the code, remove the **) You just have to copy the same structure of a similar field and change the values for your new field. Take into account that when using M language, you have to reference the step before (in my case, dealtype). This would be the structure: Table.ExpandRecordColumn( #"previous step name", "your field", {"value"}, {"your field"}),

--->>> script part (DEALS Properties)

....... HubSpot.GetDealsImpl = () =>

 let
    apiKey = Extension.CurrentCredential()[Key],

    queryRecord = [
    hapikey = apiKey,
    limit = defaultMaxRows,
    includeAssociations="true"
    ],

    queryString = Uri.BuildQueryString(queryRecord),
    propertiesQString = "&properties=" & Text.Replace(dealsProperties, ",", "&properties="),

    url = baseUrl & dealsSuffixUrl & "?" & queryString & propertiesQString,

    Source = HubSpot.GetPagedData (url),
    table = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),

    #"Expanded Column1" = Table.ExpandRecordColumn(table, "Column1", {"deals"}, {"deals"}),
    #"Expanded deals" = Table.ExpandListColumn(#"Expanded Column1", "deals"),

    #"Expanded deals1" = Table.ExpandRecordColumn(#"Expanded deals", "deals", {"portalId", "dealId", "isDeleted", "associations", "properties", "imports", "stateChanges"}, {"portalId", "dealId", "isDeleted", "associations", "properties", "imports", "stateChanges"}),
    DealPropertyAsList = Text.Split(dealsProperties, ","),
     #"Expanded properties" = Table.ExpandRecordColumn(#"Expanded deals1", "properties", DealPropertyAsList),
    #"Expanded pipeline" = Table.ExpandRecordColumn(#"Expanded properties", "pipeline", {"value"}, {"pipeline"}),
    #"Expanded dealname" = Table.ExpandRecordColumn(#"Expanded pipeline", "dealname", {"value"}, {"dealname"}),
    #"Expanded amount" = Table.ExpandRecordColumn(#"Expanded dealname", "amount", {"value"}, {"amount"}),
    #"Expanded closedate" = Table.ExpandRecordColumn(#"Expanded amount", "closedate", {"value"}, {"closedate_ts"}),
    #"Expanded dealstage" = Table.ExpandRecordColumn(#"Expanded closedate", "dealstage", {"value"}, {"dealstage"}),
     #"Expanded dealtype" = Table.ExpandRecordColumn(#"Expanded dealstage", "dealtype", {"value"}, {"dealtype"}),
   **#"Expanded fuente_deal" = Table.ExpandRecordColumn(#"Expanded dealtype", "fuente_deal", {"value"}, {"fuente_deal"}),
#"Expanded sector" = Table.ExpandRecordColumn(#"Expanded fuente_deal", "sector", {"value"}, {"sector"}),**
 #"Expanded owner" = Table.ExpandRecordColumn(#"Expanded sector", "hubspot_owner_id", {"value"},{"hubspot_owner_id"}),

.....

hope it's helpful for some of you!!