HubMerge

Combine Deals and Contacts exports from Hubspot into a single useable document that can be filtered and mail merged using a docx template.

Instructions

• Export required information from Deals section on Hubspot and save it in the application directory. Select all properties for the export as we are going to filter out what we don't need anyway. (Filter by Deal Stage & Appointment Date)

• Export required contact information relating to the Deals and save it inside the application directory. Again, export all properties. (Filter by Next Activity Date)

• Save your word document template with the matching merge fields as template.docx inside the application directory.

• Run the application.

• Select Contact Export
• Select Deals Export
• Open output directory to find merged documents

Modifying the script for your own use

You will likely need to adjust the fields being filtered to match what you need in your own template which you can do by editing the merge_fields dictionary (see below).

merge_fields = ['Phone Number', 
'Appointment State/Region', 
'Appointment Date', 
'Appointment Street Address', 
'Consultant', 
'Appointment City', 
'Conference Venues', 
'Pms ID', 
'Appointment Postal Code', 
'Email', 
'Conference Date', 
'Appointment Date Time', 
'Deal Name', 
'Phone 4', 
'Phone 2', 
'Phone 3']

Adjust the document.merge function to match the merge fields to their respective names inside of your template document:

 document.merge(
            Phone_2=merge_fields[0],
            Phone_3=merge_fields[1],
            Phone_4=merge_fields[2],
            Pms_ID=merge_fields[3],
            Phone_Number=merge_fields[4],
            Conference_Date=conf_datetime_format,
            Email=merge_fields[6],
            Conference_Venues=merge_fields[7],
            Appointment_Postal_Code=merge_fields[8],
            Appointment_StateRegion=merge_fields[9],
            Appointment_City=merge_fields[10],
            Appointment_Date=appointment_datetime_format,
            Deal_Name=merge_fields[12],
            Appointment_Street_Address=merge_fields[13],
            Consultant=merge_fields[14],
            Appointment_Date_Time=merge_fields[15],
        )

Updates

• Modified the script to delete the temporary csv files after they are no longer required.
• Script will create the output directory if one doesn't exist instead of crashing.
• Added check for merge_output directory. If it exists it will delete the directory contents before file merge, otherwise creates directory.
• Added progress statements at each point to help correct end user processes.
• Added close_app function so the end user can make sure everything was executed correctly.
• Updated requirements.txt. Can now be installed by running pip install -r requirements.txt in the root directory.
• Fixed bug with function requiring raw input.
• Changed file selection functionality. Files are no longer automatically selected but are instead prompted for selection removing the requirement of changing the names.