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“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.”
Even HubSpot Super Admin accounts face restrictions when exporting highly sensitive properties through standard CSV exports. CSV export restrictions on sensitive fields apply regardless of admin level, and Super Admin cannot override security protocols that block SSN and bank account field exports.
However, Super Admin permissions are essential for setting up the API access that enables bulk sensitive field extraction through direct connections.
Super Admin setup enables API access for sensitive field export using Coefficient
Super Admin access is required for initial configuration that allows Coefficient to access HubSpot sensitive fields through API connections. Once properly configured, Coefficient can access protected fields that even Super Admin CSV exports cannot provide.
How to make it work
Step 1. Work with Super Admin to establish API permissions.
Have your HubSpot Super Admin grant private app permissions for accessing highly sensitive properties and configure property-level permissions for SSN and bank account fields. This requires Super Admin approval for protected field categories.
Step 2. Configure Coefficient connection using Super Admin-approved credentials.
Connect to HubSpot through Coefficient using the API credentials established by Super Admin. This inherits the necessary permissions for sensitive field access.
Step 3. Test sensitive field access through small-scale imports.
Create test imports targeting highly sensitive properties to confirm access is working. Verify that SSN and bank account fields appear in Coefficient’s field selection interface.
Step 4. Scale up to full data migration capabilities.
Once access is confirmed, scale up to full data migration for mortgage tracking software integration. Set up ongoing automated imports that regular users can manage without continued Super Admin intervention.
Enable ongoing sensitive field access beyond Super Admin limitations
After initial Super Admin setup, regular users can manage imports and exports of sensitive data without requiring continued Super Admin intervention, streamlining your data migration process. Ready to set up proper sensitive field access? Get started with Coefficient.
