HubSpot Exporter Plugin Estimated Reading Time: 4 Minutes The HubSpot Exporter plugin sends Ubersmith client data to HubSpot CRM. The sync is one-way: Ubersmith pushes data to HubSpot, and no data returns from HubSpot to Ubersmith. The plugin does not collect or read contact data from HubSpot beyond what it needs to check whether a contact already exists. Before You Begin The plugin needs an access token from a HubSpot app to authenticate its API calls. As of this writing, HubSpot creates this kind of token under Settings > Integrations > Legacy Apps (this feature was previously named "Private Apps"). HubSpot is retiring legacy app creation. New accounts created on or after September 28, 2026 can no longer create a legacy app; existing accounts lose the ability on October 26, 2026. Tokens from legacy apps created before those dates keep working. If your account can no longer create a legacy app, use a HubSpot Service Key instead (Settings > Integrations > Service Keys), which supports the same scoped, token-based access this plugin needs. To create the token: In HubSpot, go to Settings > Integrations > Legacy Apps and click Create legacy app. Name the app (for example, "Ubersmith"). Under the CRM scope, enable: crm.objects.contacts.read crm.objects.contacts.write crm.schemas.contacts.read crm.schemas.contacts.write Click Create app, then copy the generated access token. You'll paste this into Ubersmith in the next section. No webhook or subscription setup is needed. The plugin only calls out to HubSpot; it never receives calls back. Enabling the Plugin Go to Add-ons in the admin sidebar. Open the HubSpot Exporter tile and click Get Started. On the plugin's edit page, switch Plugin Details to ENABLED. Once enabled, the page shows a Go to Plugin Home button and two modules: HubSpot Brand and HubSpot Exporter. Adding a Brand Instance The HubSpot Brand module holds the access token and associates it with one or more Ubersmith brands. Under HubSpot Brand, click add new instance. Under Brands, select the brand(s) this token applies to. Under Configuration, paste the access token from HubSpot into Token. Click save. Adding an Exporter Instance The HubSpot Exporter module turns on the exporter itself. Under HubSpot Exporter, click add new instance. Under Exporter, select HubSpot Exporter. Click save. Once both modules have an instance, each module's Instances count reads 1. Note: Until the Brand instance has a valid token, the plugin's own screens stay locked: only the Dashboard tab is reachable, and it shows "Invalid HubSpot token." Export, Logs, and Configs unlock once the token validates. Opening the Plugin Click Go to Plugin Home from the plugin's edit page to reach the HubSpot Exporter dashboard, with Dashboard, Export, Logs, and Configs tabs. Configuring What Gets Exported The Configs tab controls which Ubersmith client data goes to HubSpot, and under what HubSpot property names. Ubersmith Client Fields to Export lists the client fields available for export (email, first/last name, phone, fax, company, city, state, zip, country). Email is always included and can't be unchecked. HubSpot Properties maps each exported field to a HubSpot contact property's internal name. Click Use Defaults to fill in Ubersmith's suggested property names, or set custom names of your own. If a property name doesn't already exist in HubSpot, the plugin creates it under a "Ubersmith" property group; leaving a name blank skips that property entirely. Client Custom Fields lists Ubersmith's own custom client fields, grouped the same way they're grouped in Settings > Client Custom Fields, so each can get its own HubSpot property name. Two more sections only apply to Complete and Partial exports, not to Sync: Invoices Amount exports a client's invoice totals for the last several months. Naming a property here (for example, recurring_services_invoices) makes the plugin generate one property per month, such as recurring_services_invoices_january. Support exports time spent on support tickets, broken down by department. Select the departments to include; unchecking a department later does not remove or update its HubSpot property, so remove it from HubSpot manually if needed. Archive controls what happens in HubSpot when a client is deactivated in Ubersmith: do nothing, update a named HubSpot property with a value of 1, or archive (delete) the HubSpot contact. Click Save Configs to apply changes. Exporting Clients The Export tab offers four ways to send client data to HubSpot. Sync exports automatically: whenever a client is added or updated in Ubersmith, it queues for export. Turn on the toggle to enable it. Sync exports don't include the Invoices Amount or Support properties from Configs. Periodic runs a complete export automatically, weekly or monthly. Complete Export exports every client immediately, including the Invoices Amount and Support properties. This can take a long time on a system with many clients. Partial Export exports only the client IDs you specify. Expand Client, enter a numeric client ID and click Add Client ID, or click Auto Populate to load the IDs of clients that failed a previous export. Export Results, next to these options, totals successes and failures for the selected date range and export type. Viewing Export Activity The Logs tab lists one log file per export run, with counts of Error, Warning, and Info entries. Select a file to search its entries. You can filter by log level, export type (Sync, Complete, Partial), status (Success, Failure), and action (Create, Update, Archive).