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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
    1. Sync Configuration
    2. Manage Database Users
    3. Manage Data Sources
  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. 

Below are the primary functions of the selections found in your user panel:

  • Manage Data Sources
    • You can add and manage additional data sources such as LinkedIn Ads and Google Ads to be included in the Connector dataset (see Manage Data Sources subsection below form more details).
  • Manage Database Users
    • You can add and manage additional database users by clicking on and using this feature here (see Manage Database Users subsection below for more details).
  • Configure Sync
    • You can set up the sync to only sync over the data you need using this feature by removing specific tables and fields/columns from the sync (see Sync Configuration subsection below for more details).
  • Email Credentials
    • The database credentials for the primary user of the database can be sent out from the user panel by using this button.
  • Update App Info
    • You can assign/reassign the primary user of the database by clicking on this button and making the necessary adjustments by inputting the information in the pop-up window as shown in the example below.

  • Update Database Info
    • You can change the name of the database and the primary username of the database here.

 

  • Pause Sync

    • You can pause and un-pause the sync at any time using this feature.
  • Select Sync Time
    • Here, you can adjust your sync times as needed by opening the interface as shown in the example below.
    • Please note: This feature is only available to users on the 6-hour refresh rate plan or higher.

 

Sync Configuration

The Sync Configuration feature allows users to select and deselect which pieces of data they wish to have synced from their data sources..

Users can use this feature to suppress and remove any tables or specific fields/columns/properties that are currently synced into their database that they do not need or are not currently using.

This will not remove those pieces of data from directly within your data source. It only removes the selected pieces of data from the dataset that was synced over by Datawarehouse.io and prevents that data from syncing.

To learn how to locate and use this feature, please review the following help documentation linked below.

 

Manage Database Users

Additional users can be added and managed to your connector database with the Datawarehouse.io app, allowing additional users to access the database without needing to share the primary user credentials.

To learn how to add and manage additional users for your database, please review the linked documentation below:

 

Manage Data Sources

To manage your data sources, click the Data Sources button in the user panel interface.

For more details about what data sources are available, as well as how to add, remove, and alter existing data sources for your connector please visit the support guide linked below.

 

 

Datawarehouse.io for Hightouch Setup

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

 

 

2. Underneath the "Data Systems" section select Microsoft SQL Server

 

3.  Under Step 1 select Password. Under Step 2 select Connect Directly to Microsoft SQL Server

 

 

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.