A step by step guide covering how to pull data from the Adobe Commerce platform to HubSpot
You will need to create an account on our platform first. Today, account creation is included into our complimentary onboarding service and the best place to start will be through completion of our onboarding form.
STEP 1 - You can log into your IdealData account, whats next?
When you log in for the first time, you will go through the first time wizard that will guide you through the initial setup.
In this scenario, you will click on Adobe Commerce platform from the left column.
Next, select where you want to send the data.
In this scenario, you will click on HubSpot platform from the right column.
You will be redirected to the configuration screen where you will be able to connect to each selected platform.
Under Connection Name, type a customized name of this connection.
Examples:
- Magento + HubSpot (LIVE)
- Magento + Hubspot Integration
- Magento + HubSpot (Staging)
- Staging: M+H
This step is critical if you plan to build more than one connection in the future. A clear naming convention will help you navigate your integrations with ease at a later date.
STEP 2 - Connecting to Adobe Commerce (aka. Magento)
Read Magento Integration Keys guide if you need help finding the Consumer Key, Consumer Secret, Token, and Secrets in Magento (aka. Adobe Commerce).
- Shop URL - this is the URL of your Adobe Commerce store (eg. https://shop.mycompany.com)
- Populate integration keys (where can I find those?):
- Consumer Key
- Consumer Secret
- Token
- Secret
- Click Save
If the shop URL and integration keys are correct, you will see a green indicator that the connection to the Adobe Commerce platform is successful.
If you are getting an error and need help, please open a ticket.
STEP 3 - Connect to HubSpot account
Navigate to the HubSpot tab and click Connect button.
If you have multiple HubSpot accounts, you will see a HubSpot splash page asking you to pick a HubSpot account where you want the data from Adobe Commerce to flow.
After you select your account, click Choose Account button below the table (next to the pagination)
Click Connect app
You will be redirected back to our portal
At this point both platforms are successfully connected! 🎉
You will notice that Is Active switch will turn on for you automatically.
Hold your excitement!
You still have a few more final steps to take before the data start to flow.