HubSpot Query Authentication Guide

Overview

This is a step-by-step guide to creating an OAuth entry, acquiring credentials and authorising the HubSpot Query connector for use in Matillion ETL.

Creating an OAuth Entry in Matillion ETL

1. In Matillion ETL, on the top left corner of the screen, click Project → Manage OAuth.

   Please Note

   If a HubSpot Query connector has already been added to an Orchestration Job, the Manage OAuth window may also be accessed using the following method:

   1. Click the connector icon to open the Properties panel at the bottom of the screen.
   2. Click ... next to the Authentication input, and finally click Manage in the pop-up window.
   

   Project dropdown menu

2. Copy the Callback URL in the field at the top of the window as this will be required in Acquiring Third-Party Credentials.

3. Click + in the bottom left corner of the window to open the Create OAuth Entry window.

   

   New OAuth Entry

4. Click on the Service dropdown menu and select HubSpot. Then, provide a name for the OAuth in the Name field and click OK.

   

   Create OAuth Entry window

5. On returning to the Manage OAuth window, check the list of OAuths to ensure the new entry is listed.

   Please Note

   This entry is Not Configured. Configuration of the OAuth entry will be discussed in Authorising for use in Matillion ETL.

   

   New Entry listed on Manage OAuth window

Acquiring Third-Party Credentials

1. Navigate to the HubSpot Developer site, click Log In on the right of the header. Then enter valid login credentials to continue.

   

   Log in to HubSpot Developer Site

2. Once logged in, the browser will redirect to the HubSpot Accounts dashboard. Click on the name of the account that will be used to create the app.

   

   Select HubSpot Account

3. On the HubSpot Developer Home page, click Manage apps.

   

   HubSpot Developer Home

4. The Apps page will open. Click Create App in the top right of the page.

   

   Apps dashboard

5. The App info tab of the Settings window will then open. Provide a name for the app in the App name * field and then click Save.

   

   Provide basic info for app

6. Next, click on the Auth tab at the top of the window.

7. Then, in the Auth Settings section, copy the codes next to Client ID and Client Secret as they will be required in Authorising for use in Matillion ETL.

   Please Note

   • Show will first need to be clicked before the Client secret code can be copied.
   • Additionally, when copying the codes, some browsers may add a space to the end of the string. Watch out for this as it will cause the credentials to fail.

8. Finally, scroll down to the Redirect URL section and paste the Callback URL (copied earlier from the Manage OAuth window in Matillion ETL) into the field provided. Then, click Save.

   

   Callback URL

Authorising Use in Matillion ETL

1. Return to the Manage OAuth window in Matillion ETL and click next to the previously created OAuth entry. This will open the Configure OAuth window.

   

   Manage OAuth

2. Using the codes copied from the HubSpot Developer Site earlier, provide details for the following fields:

   • Client ID – enter the Client ID
   • Client secret – enter the Client secret, then click Next
   

   Configure OAuth settings

3. The next window will have an Authorization Link. Click on the link to authorise Matillion ETL to use the acquired credentials.

   

   Authorization Link

4. The browser will then redirect to the Hubspot Accounts dashboard. Click on the name of the account used to create the app.

   Please Note

   The account chosen to grant access must have user access to the App Marketplace. Also see the HubSpot Knowledge Base for more details.

   

   HubSpot account confirmation

5. The next screen will then request permissions to integrate with a number of HubSpot features. Click Grant access to confirm.

   

   Grant access to HubSpot account features

6. If all is successful, the browser will return to Matillion ETL with a window stating, "Authorization Successful".

   

   Authorization Successful