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Datawarehouse.io for Hightouch Setup Guide

Sync HubSpot data to Hightouch with ease.

Index

  1. Introduction
  2. Account Creation
  3. Activation
  4. User Panel
  5. Datawarehouse.io for Hightouch Setup
  6. How to Uninstall the app
  7. Beta HubSpot API's
  8. Opt-In Tables
  9. Data Sync
  10. Data Security

 

Introduction

With Datawarehouse.io for Hightouch, effortlessly sync your HubSpot data warehouse with more than 160 platforms, including ERPs and key business tools, all through the Hightouch platform—without custom coding. Instantly activate integrations, power cloud transformations using SQL, and unify your data flows across multiple systems and HubSpot portals. Unlock new levels of connectivity, speed, and flexibility for your analytics and operations.

 

Account Creation

  1. Create an account at app.datawarehouse.io 
  2. Select the Datawarehouse.io for Hightouch on the dashboard or in the left hand menu.
  3. Click the Start Trial button.
  4. You will be re-directed to an authentication page. Please click the Authorize button.
  5. Login to HubSpot if you are not already logged in and select the HubSpot account you wish to connect too.
  6. Authorize the app to connect to your HubSpot portal by clicking the Connect App button.
  7. Select the refresh rate that you want your HubSpot data to sync into Hightouch.
  8. You are then re-directed to the checkout screen. Please fill out all required information in order to activate your service.
  9. Success! You are all signed up and can now visit the Datawarehouse.io for Hightouch section of the app to view your connector details.
  10. Continue to Datawarehouse.io for Hightouch Setup for how to plug the app into Hightouch.

 

 

Activation

After signup, your account will be activated and an Azure SQL database containing your HubSpot data will be set up for you. You’ll receive your server and credential details by email but they can also be accessed in the User Panel.

 

User Panel

You can visit the User Panel to perform the following self service administrative actions for your connector database. 

  • Re-send your credentials to the email address associated with your order.
  • Reset the password of your connector database
  • Update your Order information
    • Email
    • First Name
    • Last Name
    • Company Name
  • Change your Database information
    • Database Name
    • Database Username

 

 

 

Datawarehouse.io for Hightouch Setup

1. Log into your Hightouch workspace and select Sources and then click Add Source.

 

 

2. Underneath the "Other" section select Datawarehouse.io

 

 

3.  Under Step 1 select Password. Under Step 2 select Connect Directly to Datawarehouse.io.

 

 

4. Under Step 3 enter your Server Name, Database Name, Database Username, Password, And Port 1433. Then click Continue.

5. Then click the Test Connection button. And Click continue once that process completes. If it fails please go back a step and try to enter your information again.  

6. After completing the connection process name your source and you are ready to use Datawarehouse.io as a source in Hightouch.

How to Uninstall the app

*Please note this does not cancel your subscription. To do that please visit https://datawarehouse.io/account/view-subscription

1.  Open up the HubSpot Portal that you have installed the app in. In the top right section of HubSpot click on the house icon.

2. A menu will drop down. Click on the Connected apps link.

 

3.  Then click on the actions button for the Datawarehouse.io for Hightouch Connector. And click uninstall.

 

Beta HubSpot API's

This app utilizes the following beta API's:

ChatflowThread and ChatflowMessage data tables contain Chatflows data and is powered by the beta API listed below.

https://developers.hubspot.com/docs/api/conversations/conversations 

More information about beta APIs can be found in this supporting documentation.

 

Opt-In Tables

The following tables are available for opt-in as they tend to be larger, advanced data sets and can take up a significant amount of storage and API Calls. You can submit a support request with your database name at https://datawarehouse.io/opt-in-data-types/ or email us directly with your database name at help@datawarehouse.io to ask for these to be enabled. There is no additional cost to enable these tables. 

  • ContactWebEvents
  • CustomEvent
  • ContactSubscriptionType
  • ChatflowThread
  • ChatflowMessage
  • TicketPropertiesHistory
  • DealPropertiesHistory
  • ContactPropetiesHistory
  • CompanyPropertiesHistory
  • EngagementsHistory
  • CampaignContactAssociations

 

Data Sync

Data syncing will be done at intervals determined by your plan.

Please allow at least 24-48 hours from activation for the initial database to be built. Once it is built it will refresh at the rate determined by your plan.

 

Data Security

  • User authentication for HubSpot is done using OAuth 2.0 protocol as per the best practice in industry.
  • This application is GDPR Compliant. 
  • If you have trouble accessing the database locally due to your internal firewall restrictions please have your IT department open outbound TCP Port 1433
  • If there is information missing from a property it could be because that fields is improperly configured in HubSpot.