data

Custom Objects, Properties, and Sample Data

Getting started

You need to have Postman setup and configured. If you aren't sure how to do that, check out this video.

Step 1 Create the Custom Objects

Using the custom-object JSON files, make a POST request to:

POST https://api.hubapi.com/crm/v3/schemas

API Docs: Custom Objects

Copy the contents of each JSON file into the Body of the request.

Important: Create them in this order. Later steps depend on these objects existing first.

1. 1.custom-object-locations.json
2. 1.custom-object-vehicles.json
3. 1.custom-object-rental-agreement.json

After each request succeeds, note the objectTypeId in the response (e.g. 2-12345678). You will need these IDs for Step 2.

Step 2 Import the Properties

Using the properties JSON files, make a POST request to:

POST https://api.hubapi.com/crm/v3/properties/{objectTypeId}/batch/create

API Docs: Properties

Replace {objectTypeId} with the ID you got from Step 1 for each object. Copy the contents of the matching JSON file into the Body of the request.

1. 2.properties-locations.json -> use the Locations objectTypeId
2. 2.properties-vehicles.json -> use the Vehicles objectTypeId
3. 2.properties-rental-agreement.json -> use the Rental Agreements objectTypeId

A note about number formatting

Some number properties need to be set to unformatted in HubSpot, otherwise they display with comma separators (e.g. 06040 becomes 6,040) which can break CRM cards and look wrong to users. The JSON files in this repo already have "numberDisplayHint": "unformatted" set where needed, but if you create properties manually, watch out for:

• Postal Code — zip codes like 06040 will display as 6,040 if formatted
• Lat / Lng — geographic coordinates should never have comma separators

If you already created the properties and need to fix this, go to Settings > Properties, find the property, and change the Number Format to Unformatted.

Create the Custom Rollup

• Name: Number of Available Vehicles
• Internal Name: number_of_available_vehicles
• Type: Rollup
  • Rollup Type: Count
• Number Format: Formatted number
• Association Record Type: Vehicle
  • Record Property: Record ID
• Additional Conditions
  • Property: Available == Yes

Step 3 Create the Associations

Within your HubSpot CRM Sandbox account, create the following associations.

Locations

• One to Many :: Vehicles.

Vehicles

• Many to One :: Location.
• Many to Many :: Rental Agreements.

Rental Agreements

• Many to Many :: Companies.
• Many to Many :: Contacts.
• One to One :: Deal.
• Many to Many :: Vehicles.

Step 4 Import the Data

Important: You must create the associations in Step 3 before importing data. Otherwise you won't be able to map relationships between vehicles and locations during the import.

Using HubSpot's Import Feature, import your data in this order:

1. 3.crm-bootcamp-locations.csv
2. 3.crm-bootcamp-vehicles.csv

Need help or have issues

If you have any issues or questions, message us on the Bootcamp Slack Channel.