From b077db3683b8a3de9d377b9ec9de8ba5504edf53 Mon Sep 17 00:00:00 2001 From: Sharon Adewusi Date: Mon, 24 Mar 2025 13:43:59 +0000 Subject: [PATCH 1/3] Merge pull request #7482 from sade-wusi/patch-3 Updates to Collections + Sync [DOC-1038] --- .../sources/catalog/cloud-apps/hubspot/index.md | 8 +++++--- 1 file changed, 5 insertions(+), 3 deletions(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot/index.md b/src/connections/sources/catalog/cloud-apps/hubspot/index.md index b87b3e0db3..3a13053519 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot/index.md @@ -18,7 +18,9 @@ Are you trying to set up HubSpot as a destination to receive data from Segment? **Note**: You can add multiple instances if you have multiple HubSpot accounts. That's why we allow you to customize the source's nickname and schema name! -4. Finally, connect an account with **admin API permissions** to access your HubSpot data. This account should be an active user on a Professional or Enterprise plan. Check out [HubSpot's docs on how to get your API Key](http://knowledge.hubspot.com/articles/kcs_article/integrations/how-do-i-get-my-hubspot-api-key){:target="_blank"}. +4. Next, configure the Selective Sync settings. You can specify a start date for the initial sync, adjust the default sync frequency, and select which collections to sync. + +5. Finally, connect an account with **admin API permissions** to access your HubSpot data. This account should be an active user on a Professional or Enterprise plan. Check out [HubSpot's docs on how to get your API Key](http://knowledge.hubspot.com/articles/kcs_article/integrations/how-do-i-get-my-hubspot-api-key){:target="_blank"}. Voila! We'll begin syncing your HubSpot data into Segment momentarily, and it will be written to your warehouse at your next Warehouse run. @@ -31,12 +33,12 @@ The HubSpot source is built with a sync component, which means Segment makes req Our sync component uses an upsert API, so the data in your warehouse loaded using sync will reflect the latest state of the corresponding resource in HubSpot. For example, if `deals` goes from `open` to `closed` between syncs, on its next sync that deal's status will be `closed`. -The source syncs and warehouse syncs are independent processes. Source runs pull your data into the Segment Hub, and warehouse runs flush that data to your warehouse. Sources will sync with Segment every 3 hours. Depending on your Warehouses plan, we will push the Source data to your warehouse on the interval associated with your billing plan. +The source syncs and warehouse syncs are independent processes. Source runs pull your data into the Segment Hub, and warehouse runs flush that data to your warehouse. You can set the start date of the first sync. After the first sync, sources sync with Segment every 3 hours. Depending on your Warehouses plan, Segment pushes the Source data to your warehouse on the interval associated with your billing plan. ## Collections -Collections are the groupings of resources we pull from your source. In your warehouse, each collection gets its own table. +Collections are the groupings of resources we pull from your source. You can select which collections are included in your sync. In your warehouse, each collection gets its own table. ### Event History From 46c8e896173f1b3b550cee78fd083fe2272a4476 Mon Sep 17 00:00:00 2001 From: pwseg <86626706+pwseg@users.noreply.github.com> Date: Wed, 26 Mar 2025 12:45:34 -0500 Subject: [PATCH 2/3] Update src/connections/sources/catalog/cloud-apps/hubspot/index.md Co-authored-by: stayseesong <83784848+stayseesong@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/hubspot/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot/index.md b/src/connections/sources/catalog/cloud-apps/hubspot/index.md index 3a13053519..f719723358 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot/index.md @@ -18,7 +18,7 @@ Are you trying to set up HubSpot as a destination to receive data from Segment? **Note**: You can add multiple instances if you have multiple HubSpot accounts. That's why we allow you to customize the source's nickname and schema name! -4. Next, configure the Selective Sync settings. You can specify a start date for the initial sync, adjust the default sync frequency, and select which collections to sync. +4. Configure the Selective Sync settings. You can specify a start date for the initial sync, adjust the default sync frequency, and select which collections to sync. 5. Finally, connect an account with **admin API permissions** to access your HubSpot data. This account should be an active user on a Professional or Enterprise plan. Check out [HubSpot's docs on how to get your API Key](http://knowledge.hubspot.com/articles/kcs_article/integrations/how-do-i-get-my-hubspot-api-key){:target="_blank"}. From d7eeb8570b4d9760a814221dbaa814dcd18c83af Mon Sep 17 00:00:00 2001 From: pwseg <86626706+pwseg@users.noreply.github.com> Date: Wed, 26 Mar 2025 12:45:47 -0500 Subject: [PATCH 3/3] Update src/connections/sources/catalog/cloud-apps/hubspot/index.md Co-authored-by: stayseesong <83784848+stayseesong@users.noreply.github.com> --- src/connections/sources/catalog/cloud-apps/hubspot/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/sources/catalog/cloud-apps/hubspot/index.md b/src/connections/sources/catalog/cloud-apps/hubspot/index.md index f719723358..8e7fb817dc 100644 --- a/src/connections/sources/catalog/cloud-apps/hubspot/index.md +++ b/src/connections/sources/catalog/cloud-apps/hubspot/index.md @@ -20,7 +20,7 @@ Are you trying to set up HubSpot as a destination to receive data from Segment? 4. Configure the Selective Sync settings. You can specify a start date for the initial sync, adjust the default sync frequency, and select which collections to sync. -5. Finally, connect an account with **admin API permissions** to access your HubSpot data. This account should be an active user on a Professional or Enterprise plan. Check out [HubSpot's docs on how to get your API Key](http://knowledge.hubspot.com/articles/kcs_article/integrations/how-do-i-get-my-hubspot-api-key){:target="_blank"}. +5. Connect an account with **admin API permissions** to access your HubSpot data. This account should be an active user on a Professional or Enterprise plan. Check out [HubSpot's docs on how to get your API Key](http://knowledge.hubspot.com/articles/kcs_article/integrations/how-do-i-get-my-hubspot-api-key){:target="_blank"}. Voila! We'll begin syncing your HubSpot data into Segment momentarily, and it will be written to your warehouse at your next Warehouse run.