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FAQ: ExtendInsights HubSpot Known Limitations & FAQ

ExtendInsights HubSpot | Frequently asked questions

Quick answers to common questions about what the HubSpot integration does and doesn't support today.

🔵 Can I filter and download association data?

Yes. Association data can be downloaded and filtered.

  • Standard fields support OR filter logic.

  • Association fields support AND logic only.

  • A single filter set with up to 6 filters is supported.

🔵 Can I upload to HubSpot Analytics objects?

No. HubSpot Analytics objects are read-only.

You can download analytics data, but Upload, Refresh, and Delete are not supported.

🔵 What happens if an association fails during upload?

The parent record can still be created or updated successfully.

If an association cannot be created, ExtendInsights reports it as a warning in the Results column rather than a failed upload.

🔵 Which HubSpot Lists are supported?

The following static list types are supported:

  • Company

  • Contact

  • Deal

  • Order

  • Ticket

Other HubSpot list types are not currently supported.

🔵 How do picklist(drop-down) fields work?

For supported dropdown fields, click the Excel cell to select a value from the available HubSpot options.

ExtendInsights automatically converts the selected value to the appropriate HubSpot ID during upload.

Note: Only static dropdown fields are supported. Reference-based picklists are not available in this release.

🔵 Why can't I refresh Owners, Forms, or Form Analytics?

HubSpot's API currently supports refreshing only one Owner record at a time, making batch refresh operations unreliable. As a result, Refresh is not available for the following object types:

  • Owners

  • Forms

  • Form Analytics

These objects are excluded from refresh operations in the current release.

🔵 Is there a limit on filter groups?

Yes.

  • ExtendInsights supports a single group filter with up to 6 filters.

  • HubSpot supports up to 5 filter groups, but multiple filter groups are not currently supported in ExtendInsights.

🔵 Can I share a template across my organization?

No. Template sharing across an organization is not supported in this release.

🔵 What refresh schedules are available?

You can schedule data refreshes using the following frequencies:

  • Daily

  • Weekly

  • Monthly

  • Yearly

Note: Hourly refresh is not currently supported.

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