So from everything I can find (through the forums, Slack channel and googling), the fields that I am looking for do not appear to be properties that are readily available. However, I was able to engineer a solution to my problem. I basically ended up pulling the data from the exported JSON, cross referencing contacts/companies/deals, and joining them back onto themselves in Alteryx to get what I needed.
For example, for Contacts, the JSON has a property called
hs_object_id
. That is the same as Associated Contact ID. Then I pulled the
firstname
and
lastname
proprties, then combined them to essentially get Associated Contact. So now I have my Associated Contact and Associated Contact ID.
I then basically did the same thing for the Associated Company (the
name
property) and Associated Company ID (the
hs_object_id
property), pulling them from Companies.
Now the tricky part was getting that info from Deals. The JSON output for Deals has something called
associatedVids
, which is essentially the Associated Contact ID. It also has a value named
associatedCompanyIds
, which is the Associated Company ID. Once I figured out how to get those value, I just had to join the data back to the Associated Contact/Company from the other workflows. That gave me all of the associations I was looking for.
This should really be documented somewhere. It was only by luck I ran across
associatedVids
, which isn’t even a property. It’s just part of the JSON code.