CRM

NArtadi
Colaborador

Export Forecasting Data via Fivetran?

Hello all!

Is it possible to extract data via Fivetran on the Forecast section / object?

This is my case: We need to export automatically every month the data from Sales Forecast tools, specifically the value under forecast submission.

Best case scenario we get everything, but we need to get specifically that column.

I was not able to find the information I require, had a look through this Fivetran page and this CRM API page.

NArtadi_0-1666103930468.png

 

4 Respuestas 4
LBossi
Participante

Export Forecasting Data via Fivetran?

@NArtadi were you able to find a solution?

 

As far as I got, that's a general limitation of the HubSpot API scopes. The scopes don't cover everything that's available in the UI. There's nothing that those connectors can do (Fivetran, Stitch, Supermetrics, etc) unless HubSpot includes a API endpoint that allows us to fetch "forecast specific" fields.

 

 

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NArtadi
Colaborador

Export Forecasting Data via Fivetran?

Hey! No solution besides a manual copy paste only. Because it's also not possible to extract the data through an export. We've tried several times.

We use Okta as an SSO tool, it will cost us more to write a script to extract this.

 

Are there any plans to make this available?

MiaSrebrnjak
Administrador de la comunidad
Administrador de la comunidad

Export Forecasting Data via Fivetran?

Hi @NArtadi,

 

Thank you for reaching out to the Community!

 

I'll tag a couple of users who have worked with Fivetran in the past: 

hi @TEnns@netlify-data@Fivetran@VM1, do you have any advice for @NArtadi? Thank you!

 

Cheers
Mia, Community Team      




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NArtadi
Colaborador

Export Forecasting Data via Fivetran?

Thank you! I am trying to get all data in Sales>Forecast

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