HubSpot Connector 23.3

# Retrieve Information from HubSpot (OAuth authentication)

To retrieve information from HubSpot using OAuth authentication, set up a fetch task using the following procedure. The connector runs fetch tasks automatically, based on the schedule that is configured in the configuration file.

NOTE: Before configuring a fetch task that uses OAuth authentication, you must create an application to represent the connector and configure OAuth authentication. Unless you have already completed these steps, for example when the connector was installed, see Create a HubSpot Application and Configure OAuth Authentication.

To create a new Fetch Task

1. Stop the connector.
2. Open the configuration file in a text editor.

3. In the `[FetchTasks]` section of the configuration file, specify the number of fetch tasks using the `Number` parameter. If you are configuring the first fetch task, type `Number=1`. If one or more fetch tasks have already been configured, increase the value of the `Number` parameter by one (1). Below the `Number` parameter, specify the names of the fetch tasks, starting from zero (0). For example:

       [FetchTasks]
       Number=1
       0=MyTask

4. Below the `[FetchTasks]` section, create a new TaskName section. The name of the section must match the name of the new fetch task. For example:

       [FetchTasks]
       Number=1
       0=MyTask

       [MyTask]

1. In the new section, ensure that you have set the parameters required to authenticate with HubSpot. The OAuth configuration tool (described in Configure OAuth Authentication) creates a file named `oauth.cfg` that contains these parameters, and you can include them in the connector's configuration file using the following syntax:

       [MyTask] < "oauth.cfg" [OAUTH]

   For more information about including parameters from another file, see Include an External Configuration File

2. Set the following configuration parameters:

   `HubSpotMarketing` | A Boolean value that specifies whether to retrieve information from a HubSpot marketing environment. To retrieve information from a HubSpot marketing environment, set this parameter to `TRUE`. To retrieve information from a HubSpot CRM/Sales environment, set this parameter to `FALSE`.
   `ProxyHost` | The host name or IP address of the proxy server to use to access HubSpot.
   `ProxyPort` | The port of the proxy server to use to access HubSpot.
   `SSLMethod` | The SSL/TLS protocol to use. To use the highest version supported by both client and server, set this parameter to `NEGOTIATE`.

   For example:

       [MyTask] < "oauth.cfg" [OAUTH]
       HubSpotMarketing=FALSE
       ProxyHost=proxy.domain.com
       ProxyPort=8080
       SSLMethod=NEGOTIATE

   For a complete list of configuration parameters that you can use to customize the task, refer to the HubSpot Connector Reference.

3. Save and close the configuration file.

Copyright 2023 Open Text
Version 23.3 | Last updated June 2023

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Product: IDOL HubSpot Connector 23.3

Topic Title: Retrieve Information from HubSpot (OAuth authentication)