Hubspot Advanced Settings

For users who have some experience working with their data in Panoply, there are a number of items that can be customized for this data source.

1. Enable Incremental Load: Panoply will collect all of your data on the initial load and incrementally in future collections. Disable this option to always collect all the data.
2. Incremental Load: Where possible, Panoply will use the last successful collection date as the start time on subsequent collections. Only available when incremental load is enabled.
3. Destination Schema: This is the name of the target schema to save the data. The default schema for data warehouses built on Google BigQuery is panoply. The default schema for data warehouses built on Amazon Redshift is public. This cannot be changed once a source has been collected.
4. Destination prefix: The default destination prefix for Hubspot is hubspot, Each resource has its own destination table, named with hubspot_<__resource> where __resource is the name provided by Hubspot. For example, where the resource is named customers the resulting table will be hubspot_customers.
5. Exclude: The Exclude option allows you to exclude certain data, such as names, addresses, or other personally identifiable information. Enter the column names of the data to exclude.
6. Truncate: Truncate deletes all the current data stored in the destination tables, but not the tables themselves. Afterwards Panoply will recollect all the available data for this data source.
7. Click Save Changes then click Collect.
   • The data source appears grayed out while the collection runs.
   • You may add additional data sources while this collection runs.
   • You can monitor this collection from the Jobs page or the Data Sources page.
   • After a successful collection, navigate to the Tables page to review the data results.