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Administrator Settings - HubSpot Integration

You can import data from ProsperFleet directly into HubSpot.

When you import data to HubSpot, credit use works the same as it does when you download data into csv files. Data will be imported into HubSpot and as a backup, you will also receive a csv file link via email. You can also access the download again within ProsperFleet, on the Downloaded Records page.

Integration steps are below. If you want a tour of how to do the integration, or have questions, set a meeting time with customer support.

HubSpot Integration Settings

To set up this integration, click the gear icon in the side menu to go to Admin Settings.

Then, click on Manage Integrations.

HubSpot Integration Settings

Next, choose the HubSpot account that you want to connect with. HubSpot will lead you through the connection steps.

Connecting to HubSpot Account

When HubSpot is connected to ProsperFleet, click on Edit to go to Field Mapping.

Edit the HubSpot Integration

Mapping ProsperFleet Fields to HubSpot

Required Fields

Five fields are required to be created in HubSpot, and mapping is locked for these fields. You will see on the Field Mapping page, these fields are gray and not editable. All five fields are critical for future matching of ProsperFleet company and contact records if they are imported again into HubSpot:

Companies:

  • Source
  • ProsperFleet Company ID
  • ProsperFleet Location ID

Contacts:

  • ProsperFleet Contact ID
  • ProsperFleet Company ID

The Source and ID fields will allow HubSpot to update previously-imported ProsperFleet records, if you import those records again due to updates or additional data available for those companies or contacts.

These five fields will be automatically created in HubSpot, and automatically populated when you import data from ProsperFleet into HubSpot. We recommend that you do not edit or delete these fields in HubSpot.

Required HubSpot Fields
Optional Fields

The remaining fields are optional. You can choose to map as many or as few as you like. The fields are organized into tabs at the top of the Field Mapping: Companies, Contacts, Fleet.

Companies and Fleet fields from ProsperFleet will map to Companies in your HubSpot Account.

Contacts fields from ProsperFleet will map to Contacts in your HubSpot Account.

To switch to a different tab, simply click on it.

HubSpot Field Mapping Tabs

The fields in the left column are ProsperFleet data fields. The fields in the right column are where you choose HubSpot fields to map the ProsperFleet fields. You may have existing fields in HubSpot that match to the ProsperFleet fields. And, you may likely need to create some new HubSpot fields.

The default setting for Field Mapping is “None.” We currently do not auto-detect HubSpot fields, so the next step is to manually choose which HubSpot fields to map to the ProsperFleet fields.

Read-Only fields in HubSpot will not be included to map with ProsperFleet.

This video shows the mapping process step-by-step:

 

HubSpot Field Mapping Video Tutorial

Disconnect HubSpot Integration

If you need to disconnect the HubSpot integration, go to the ProsperFleet Settings > Manage Integrations page, and click Disconnect.

It will ask to confirm that you want to disconnect.

ProsperFleet will maintain the field mapping, in case you are disconnecting temporarily.

Disconnect HubSpot Integration
If your question isn’t answered here, ask us at prosperfleet.support@valgen.com or click the chat button.