Overview
Use Refresh to retrieve the latest data for a specific HubSpot record without downloading a new dataset.
This is useful when you know the Record ID and want to view the most up-to-date information before making changes.
Before You Begin
Before creating records, make sure you have:
An active HubSpot connection.
A template created for the object you want to create.
Included all required fields in your template.
Tip: If you haven't created a template yet, see Build Templates.
Step 1: Open or Create a Template
Open an existing template or create a new one for the HubSpot object you want to create.
For example:
Contacts
Companies
Deals
Tickets
Custom Objects
Note: Analytics and List templates cannot be used to create new HubSpot records.
Step 2: Locate the Records
If you're refreshing a specific record, enter or paste the Record ID into the Record ID column.
Tip: The Record ID uniquely identifies each HubSpot record and allows ExtendInsights to retrieve the latest information.
Step 3: Refresh the Records
Select Refresh to retrieve the latest values from HubSpot.
ExtendInsights updates the existing rows with the current data from your HubSpot account.
Step 4: Update Your Data
Modify the values directly in Excel.
For supported fields, you can:
Type new values.
Copy and paste data.
Use Excel formulas.
Select values from supported dropdown fields.
Step 5: Upload Your Changes
When you're ready:
Expand the Actions section.
Click Upload Rows.
ExtendInsights validates each modified row before sending the updates to HubSpot.
Important: Do not delete or modify the ID column. ExtendInsights uses this value to identify which HubSpot record to update.
Step 6: Review the Results
After the upload completes:
Successfully updated rows are marked as successful.
Errors and warnings appear in the Results column.
If a row fails validation, correct the issue and upload it again.
Step 7: Verify Your Changes
Confirm that:
The intended records were updated.
All changes were applied correctly.
No validation errors remain.
You can also verify the updates directly in HubSpot.
Tips & Best Practices
Refresh before making updates
If you're planning to update existing records, refresh them first to ensure you're working with the latest data from HubSpot.
Keep the Record ID
Do not remove or modify the ID column. ExtendInsights uses this value to identify which HubSpot record to refresh.
Refresh is supported only for standard and custom objects
The following object types cannot be refreshed:
Analytics objects
Owners
Forms
Form Analytics
These object types are excluded from refresh operations in the current release.
What Would You Like to Do Next?
I want to... | Learn More |
Build a template | |
Download records | |
Create new records | |
Update existing records | |
Save templates | |
Create a connection |
💬 Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com