How to Map Custom Fields

Mapping custom fields allows Upollo to use and understand non standard fields from your connected integrations when syncing data to upollo. In this example we will work through configuring a custom team id for hubspot users but the process is similar for other integrations.

Step 1 - Set up a connection

First go to the connections page and connect the desired connection. For this guide we will select hubspot.

Once you have connected hubspot the connection should show that is has successfully connected.

Step 2 - Find out your custom fields

There are many ways you can find out what custom fields you are using. For Hubspot you can find information about fields in the hubspot console under Settings > Data Management > Properties. Then select Contact properties or Company properties to find the list of properties on a contact or company.

You can also find information about your available fields in the Upollo field mapping configuration dialog.

Step 3 - Configure field mappings in Upollo

Click on Configure Field Mappings for the relevant connection. For this example case bring up the field mapping settings for Hubspot.

On this settings dialog you can configure a number of custom field types with field mappings. To set up the custom team id for the contacts table in Hubspot you will need to find the mappings for Users and then configure the Team ID mapping to be your custom field.

When you select the field to map we will show a list of available fields. If no available fields show we may not have been able to sync enough data yet to get the list of available fields. You can still configure field mappings by typing in the field names manually.

Field names use dot separated path to index into the fields of the object being mapped. For example if your contact object from hubspot looks something like the following:

{
  "id": "1234",
  "properties": {
    "firstname": "John"
    "custom_team_id": "team_1"
  }
}

You can use the custom_team_id field with the path properties.custom_team_id

We can also add multiple fallback mappings. A fallback get used if the first field in not found or is empty then we go though the list of fallbacks and use the first one that is found. For most cases we should not need to use a fallback but it is useful if the structure of rows is not consistent.

Once we have put in all your mappings click save and we will start to process your changes in the background.

Use hubspot companies as teams

A common way to set up hubspot teams is to use companies from hubspot as teams. To do this under Users > Extra Team Ids List use the companies field. This will put users in groups for each hubspot company they are in. Then under Teams > Team ID set the field to id to let Upollo know you want to use the companies table for teams. You can additionally set Teams > Team Name to properties.name to use the company name as the team name but Upollo will also do this by default when using companies as teams.

Step 4 - Wait for data to refresh

After clicking save Upollo will need to reprocess all your data to use the correct field mappings. This can take some time depending on the amount of data in your project may take up to a few days. The following status bar will show while the process is ongoing.

All done 🎉

Once the background process has finished you should now see all your updated information in the Upollo dashboard.

If you have any trouble please contact us and we will be happy to help get you setup.