⚙ Operations Hub

KHerrod
Participant

Hubspot can't find common field in Airtable? One Way Data Sync

Hello!

 

We recently upgraded to Operations Hub and I've been tasked with starting a migration of datasets from Airtable INTO Hubspot. 

 

A colleague and I worked manually (the only way to get this to work at first) to enter a common field called Store ID into each Company Record in HubSpot as a property. 

 

Now Store ID is common between both platforms and when setting up the data sync - HubSpot is asking me to select a Reference Field ("These fields are used as reference points to find records in Airtable."). 

Note: There is also a secondary common field which is far less accurate called Store Name. We want to pull the Store Name from Airtable to properly update HubSpot's Store Name, but this can only be done using Store ID as the common link.

 

I can start the sync using Store ID as the reference field, but finds no match in HubSpot. When I use Store Name as the reference field, it finds some matches but produces incorrect associations. 

Airtable Hubspot Sync 1.png

 

I'm hoping to be able to use Store ID as a reference field from Airtable, otherwise

0 Upvotes
7 Replies 7
BSmith08
Contributor

Hubspot can't find common field in Airtable? One Way Data Sync

Hi @KHerrod ,

 

The two properties that can be used as unique identifiers in data sync with HubSpot are Company Name and Domain name, which is likely why Airtable is not finding Store ID when you're using it as a reference. 

 

Not all app connectors support using domain name as a reference point, but it would be worth checking if Airtable does. While less specific than store ID this could be a good middle ground that is more accurate in finding matches than company name. If you don't have domain field in Airtable you can export them from HubSpot and get them added to your records in airtable and that way you should be set going forward. However, I would recommend testing first if Airtable supports this before going ahead with updating all the info. 

 

Thanks,

Ben

 

 

Did this help answer your question? If so, please help the community by marking this as a solution. 

KHerrod
Participant

Hubspot can't find common field in Airtable? One Way Data Sync

Do you know if Hubspot requires a specific format to read / match Domain Names? 
Some in Airtable have https:// while others do not. 


0 Upvotes
Olivia_Bagnall
Guide | Platinum Partner
Guide | Platinum Partner

Hubspot can't find common field in Airtable? One Way Data Sync

Hi @KHerrod

My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here!

Would you mind providing more screenshots showing your sync rules that have been set-up? 

I want to try my best to help you over the community but of course, something like this may be best troubleshooted over a call so that I can get insights into your HS set-up. 

Nevertheless, let's try here first 🙂 

Olivia Bagnall
Platinum HubSpot Partner | HubSpot Specialist | Community Champion
BA°SKEY

Book a meeting

If you need further help with anything, please don't hesitate to book a call above


KHerrod
Participant

Hubspot can't find common field in Airtable? One Way Data Sync

Thanks, Olivia!

 

Here are the settings currently I have implemented. This is with "Store ID" as the reference field.

 

1. Configuration.

KHerrod_0-1701283988140.png

2. Limits

KHerrod_1-1701284023479.png

 

LewTalon
Participant | Partner
Participant | Partner

Hubspot can't find common field in Airtable? One Way Data Sync

@KHerrod Do all the company records have the "TEAM" value containing 2 in Airtable? 

KHerrod
Participant

Hubspot can't find common field in Airtable? One Way Data Sync

Yes, they do. I know the filter is working because 649 records would be accurate.


0 Upvotes
LewTalon
Participant | Partner
Participant | Partner

Hubspot can't find common field in Airtable? One Way Data Sync

It may be because you are using ID as the reference field for Company Name. Since for company records HubSpot needs either Company Name or Domain Name. 

 

If you turn on the Company name mapping and then create a test Company with the ID within the name, does the test record sync?