topic Re: Attach file to deal record using API in APIs & Integrations

Attach file to deal record using API

SSharma043 — Thu, 17 Nov 2022 19:42:24 GMT

I have uploaded File in Hubspot using API.
Now I want attach that to deal record using API
How can I do it
Please Help!!

I've attached screenshots for refrenceThis file I want to attach to deal record

Here I want to attach file using API

Re: Attach file to deal record using API

Jaycee_Lewis — Tue, 22 Nov 2022 19:46:10 GMT

Hi, @SSharma043 👋 Were you able to get this one sorted out? If not, I'll share a quick example using Postman.

Summary:

Upload the file
Create the Note
Associate the File to the Note
Associate the Note to the Object

Steps

Upload your file via API and note the value for “id”
Files added can be associated to an Object as a Note
Use the 'id” vale as the value for “hs_attachment_ids” when creating a note
POST https://api.hubapi.com/crm/v3/objects/notes
Then you can make a call to associate the Note to a Deal
PUT https://api.hubspot.com/crm/v3/objects/notes/{note_ID}/associations/deal/{deal_ID}/214

I hope this helps you or the next person who is looking to upload and associate files to objects in this manner.

Best,

Jaycee

Re: Attach file to deal record using API

DzungNguyen — Thu, 24 Nov 2022 07:09:53 GMT

Thanks for your solution! it works for me

Re: Attach file to deal record using API

03482 — Fri, 12 May 2023 07:16:54 GMT

@Jaycee_Lewis can you breife the request body and headers what you are paasing while uploading the file

Re: Attach file to deal record using API

IHernandez4 — Tue, 20 Jun 2023 08:05:38 GMT

Hi @Jaycee_Lewis , can you share an example for how this would work on Python? novice coder here and I'm having trouble getting the file upload to work on Python

Re: Attach file to deal record using API

MKaneko — Wed, 25 Oct 2023 18:52:06 GMT

Hi,

I belive I have this mostly worked out, however when I associate the deal to the note. I appears that the attachement is being deleted.

EDIT: I was using an invalid ID field for the attachment

Re: Attach file to deal record using API

lennart-sve — Wed, 29 Nov 2023 09:57:06 GMT

Very helpful, thanks!

Re: Attach file to deal record using API

Jaycee_Lewis — Mon, 11 Dec 2023 20:44:00 GMT

Glad I could help! — Jaycee

Re: Attach file to deal record using API

HarrisDoug — Tue, 09 Jan 2024 17:55:43 GMT

Great solution, thanks Jaycee!

Re: Attach file to deal record using API

riipenadmin — Thu, 01 Feb 2024 05:15:58 GMT

here's a post of the actual code in python, assuming you've got a url to the attachment you want to associate.

literally just fill in your auth_key and HubSpot ID and this will work.

your private app (with the auth_key) will need to have deal permissions and file permissions

# this script uploads a file to hubspot, and then associates it to a deal using a note # from this hubspot community post: https://community.hubspot.com/t5/APIs-Integrations/Attach-file-to-deal-record-using-API/m-p/719945#M58797 # from this hubspot files documentation: https://developers.hubspot.com/docs/api/files/files # from this hubspot notes documentation: https://developers.hubspot.com/docs/api/crm/notes # from this hubspot associations documentation: https://developers.hubspot.com/docs/api/crm/associations import requests, json, time auth_key = "YOUR_AUTH_KEY" HUB_ID = YOUR_HUB_ID # just for the print statements at the end def upload_file(file_name, file_url): file_id = "" # upload the file url = f"https://api.hubapi.com/files/v3/files/import-from-url/async" headers = {'content-type': 'application/json','authorization': f"Bearer {auth_key}"} data = { "folderPath": "/", # "folderId": "" "access": "PUBLIC_INDEXABLE", "name": file_name, "url": file_url } response = requests.post(url, headers=headers, data=json.dumps(data)) print(response.status_code) # print(response.text) task_id = json.loads(response.text)['id'] # ping until the upload is completed, then return the file ID while True: time.sleep(2) url = f"https://api.hubapi.com/files/v3/files/import-from-url/async/tasks/{task_id}/status" response = requests.get(url, headers=headers) print(response.status_code) response_json = json.loads(response.text) if response_json['status'] == "COMPLETE": file_id = response_json['result']['id'] break return file_id def associate_file_deal(fileId, dealId): # associate the file to a note & associate the note to a deal url = f"https://api.hubapi.com/crm/v3/objects/notes" headers = {'content-type': "application/json",'authorization': f"Bearer {auth_key}"} data = { "associations": [{ "types": [{ "associationCategory": "HUBSPOT_DEFINED", "associationTypeId": 214 }], "to": { "id": dealId } }], "properties": { "hs_note_body": "", "hs_timestamp": int(time.time())*1000, # current time in ms "hs_attachment_ids": fileId } } response = requests.post(url, headers=headers, data=json.dumps(data)) print(response.status_code) # print(response.text) if __name__ == "__main__": file_name = "catanrules.pdf" file_url = "https://www.catan.com/sites/default/files/2021-06/catan_base_rules_2020_200707.pdf" deal_id = 15236862608 file_id = upload_file(file_name, file_url) associate_file_deal(file_id, deal_id) print(f"https://app.hubspot.com/files/{HUB_ID}/?sortDirection=descending&orderBy=updated&showDetails={file_id}") print(f"https://app.hubspot.com/contacts/{HUB_ID}/record/0-3/{deal_id}")

Re: Attach file to deal record using API

AEACGi — Mon, 03 Jun 2024 17:52:26 GMT

Hello guys, we are new users on hubspot and recently started using Hubspot. We are currently evaluating the hubspot and trying to view/download the file attachments that comes through our website to Hubspot. We see the right file name on the object but trying to view/download the file name it gives us error of "This doesn't appear to reference a file in your hubspot account. It may have been edited or removed".

We tried creating a custom field called attachments and make its type as file but no results. Can anyone walkthrough us with step by step guide? Very obliged to get the support from community.