)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s CSV export intentionally blocks SSN and bank account numbers as a security measure, but you can still access this sensitive data through direct API connections that bypass these export limitations.
Here’s how to extract highly sensitive properties from HubSpot without hitting the CSV roadblocks that prevent bulk data migration.
Access sensitive fields through direct API connections using Coefficient
Coefficient connects directly to HubSpot through API rather than relying on CSV exports. This means it can import highly sensitive properties that are blocked in standard export functions, giving you access to SSN and bank account fields that CSV exports won’t touch.
How to make it work
Step 1. Connect Coefficient to HubSpot with proper permissions.
Navigate to the “Connected Sources” menu in Coefficient’s sidebar and establish your HubSpot connection. You’ll need Super Admin access to grant permissions for highly sensitive properties during the initial setup process.
Step 2. Create a new import targeting your sensitive data objects.
Select your contact or deal objects that contain the SSN and bank account custom properties. The field selection interface will show these sensitive fields that CSV exports typically block.
Step 3. Apply filters to target specific records.
Use Coefficient’s filtering capabilities (up to 25 filters) to pull only the records you need for your data migration. This lets you target specific loan records or customer segments without downloading everything.
Step 4. Set up automated refresh for ongoing data sync.
Configure scheduled imports to keep your sensitive data current during migration processes. This eliminates manual copy-paste operations for hundreds of loan records and ensures data stays synchronized.
Start accessing your blocked sensitive data today
This API-based approach solves the bulk export challenge for HubSpot data migration while maintaining security protocols. Ready to bypass those CSV limitations? Get started with Coefficient today.
