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Forked application to import Atlassian Marketplace Contacts into HubSpot CRM

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Marketing Automation Engine

Analyzes all your Atlassian Marketplace data, generates contacts/deals, and puts them into HubSpot.

More specifically:

  1. Downloads and analyzes HubSpot and Atlassian Marketplace data
  2. Generates contacts from all License/Transaction contact info
  3. Identifies and flags Contact-Type for each Contact/Company
  4. Matches up related MPAC events via similarity-scoring
  5. Updates Contacts based on match results
  6. Generates Deals based on match results
  7. Upserts all generated/updated HubSpot data entities

This runs in an ENV-configurable loop.

Read about the engine logic in detail in docs/ENGINE.md.

Implemented in Node.js (TypeScript) and can build a Docker image (hosted by GitHub).


HubSpot Setup

See docs/HUBSPOT.md.

Running in Development

Install Node.js 16+ and NPM 7+

Copy .sample.env to .env and set values.

Install dependencies:

$ npm install

Compile TypeScript in background:

$ npm run watch

For general development:

$ npm run download     # Download MPAC & HubSpot data
$ npm run once [fast]  # Dry-run engine once on cached inputs
$ npm run 3x   [fast]  # Dry-run engine 3x, piping output to input
  • Data must be downloaded before local dry-runs
  • Engine log files are written under data/[input-dir]/[log-dir]/
  • Running with fast skips time-consuming logs

Running tests:

$ npm run test                # Run once
$ npm run test -- --watchAll  # Run during dev

Running in Production

$ node out/bin/main.js  # This always uses live inputs/outputs

See Analyse Data Shift docs for this sub-functionality.

Changelog

0.5.1

  • Fixed bug preventing HUBSPOT_ASSOCIATION_TYPE_MAPPINGS from being used

0.5.0

  • Changed Contact 'Deployment' field; see field in HUBSPOT.md for details
  • Fixed bug that might have prevented some multi-select fields from updating
  • Fixed bug that crashed the engine when deals have duplicates and they all have some manual activity
  • Deprecated HUBSPOT_API_KEY in favor of HUBSPOT_ACCESS_TOKEN with private apps
  • Added support for custom HubSpot API associations via ENV variable HUBSPOT_ASSOCIATION_TYPE_MAPPINGS

0.4.1

  • Added Managed Fields; see HUBSPOT.md for details

0.4.0

  • Added KEEP_DATA_SETS ENV variable.
  • Added LATE_TRANSACTION_THRESHOLD_DAYS ENV variable.
  • Added npm run analyze-data-shift task.
  • Main loop now analyzes and reports on data shift.

0.3.0

  • Docker image now requires persistent ./data directory
  • Engine logs now written to input subdirectory
  • Fixed occasional bug when writing large log files
  • Removed loglevel option
    • Info statements are now logged to stdout
    • Warnings and errors are now logged to stderr
    • Verbose logs are now written to log files
  • Removed savelogs option
    • Now always saves all logs
    • Added fast option to skip slow logs

0.2.0 (2022-01-19)

CLI changes:

  • Renamed npm start to npm run once.
  • Renamed npm run multiple to npm run 3x.
  • Added help option.
  • Added savelogs=somedir option.
  • Removed --cached-fns option.
  • Removed --in and --out.
    • npm run once always uses local IO (for local development)
    • Docker image always uses remote IO (for production)
  • Removed -- prefix from CLI arguments

ENV changes:

  • Renamed ENV variables MPAC_PASS to MPAC_API_KEY
  • Added new HubSpot keys (see HUBSPOT.md)

Engine changes:

  • Added optional "Associated Partner" keys on Deals and Contacts.
  • Fixed bug where refunds sometimes weren't being processed by MAE.
  • Deals now always use transaction ID when available.
  • Refunded deals now have their amounts set to zero.
  • Purchased inactive licenses are set to closed-won if not refunded.
  • Sped up license scorer down to 12% original run time in some cases.
  • Fixed bug where duplicate deals were not correctly identified.
  • Fixed bug that sometimes didn't print some duplicate deals.

0.1.0 (2021-11-25)

  • First public version

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