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index.js
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const axios = require('axios');
const { PROD_TOKEN, STAGING_TOKEN } = require('./constants');
const OBJECTS = ['contacts', 'companies', 'deals']; // :objectType to sync
const SYNC_ENABLED = {
propertyGroups: false,
properties: false,
pipelines: true,
}; // Enable/disable sync of :objectType entities
async function cloneProperties(objectType) {
await checkTokens();
/* --- Property Groups --- */
// Check if sync of property groups is enabled
if (SYNC_ENABLED.propertyGroups) {
console.log(`Syncing property groups for ${objectType.toUpperCase()}`);
// Fetch groups from source portal to developer portal
const fieldPropsGroups = await getGroupsPROD(objectType);
const stagingGroupsNames = await getGroupsNamesSTAGING(objectType);
for (const group of fieldPropsGroups.results) {
// Skip default groups
if (group.default) continue;
if (stagingGroupsNames.includes(group.name)) {
await updatePropertyGroupSTAGING(group, objectType);
} else {
await addPropertyGroupSTAGING(objectType, group);
}
}
} else {
console.log(`Skipping property groups sync for ${objectType.toUpperCase()}`);
}
/* --- Properties --- */
// Check if sync of properties is enabled
if (SYNC_ENABLED.properties) {
console.log(`Syncing properties for ${objectType.toUpperCase()}`);
// Fetch properties from source portal to developer portal
const fieldProps = await getProperties(objectType);
const stagingPropertiesNames = await getPropertiesNamesSTAGING(objectType);
for (const prop of fieldProps.results) {
if (prop.archived || prop.createdUserId === null) continue;
if (prop.hubspotDefined) continue;
if (stagingPropertiesNames.includes(prop.name)) {
await updatePropertySTAGING(prop, objectType);
} else {
await addPropertySTAGING(prop, objectType);
}
}
} else {
console.log(`Skipping properties sync for ${objectType.toUpperCase()}`);
}
/* --- Pipelines --- */
// Check if sync of pipelines is enabled
if (SYNC_ENABLED.pipelines) {
console.log(`Syncing pipelines for ${objectType.toUpperCase()}`);
// Fetch pipelines from source portal to developer portal
const pipelines = await getPipelines(objectType);
const stagingPipelines = await getPipelinesSTAGING(objectType);
for (const pipeline of pipelines.results) {
console.log(`Processing pipeline ${pipeline.id}...`);
// Sync only default pipeline for each objectType
if (objectType === "deals" && pipeline.id !== "default") continue;
if (objectType === "contacts" && pipeline.id !== "contacts-lifecycle-pipeline") continue;
if (objectType === "companies" && pipeline.id !== "companies-lifecycle-pipeline") continue;
if (pipeline.archived) continue;
// Sync pipeline
if (stagingPipelines.includes(pipeline.id)) {
await updatePipelineSTAGING(pipeline, objectType);
} else {
await addPipelineSTAGING(pipeline, objectType);
}
// Sync stages
const stages = await getPipelineStages(pipeline, objectType);
const stagingStages = await getPipelineStagesSTAGING(pipeline, objectType);
// Clean up stages in staging pipeline that do not exist in prod pipeline
for (const stagingStage of stagingStages.results) {
const stageExistsInProd = stages.results.some(s => s.id === stagingStage.id);
if (!stageExistsInProd) {
// Delete stage
await deletePipelineStageSTAGING(stagingStage, pipeline, objectType);
}
}
// Create stages
for (const stage of stages.results) {
if (stage.archived) continue;
const stageExistsInStaging = stagingStages.results.some(s => s.id === stage.id);
if (stageExistsInStaging) {
await updatePipelineStageSTAGING(stage, pipeline, objectType);
} else {
await addPipelineStageSTAGING(stage, pipeline, objectType);
}
}
}
} else {
console.log(`Skipping pipelines sync for ${objectType.toUpperCase()}`);
}
}
async function addPropertySTAGING(prop, objectType) {
console.log(`${objectType.toUpperCase()} - property ${prop.groupName} DOES NOT EXIST - Creating...`);
const payloadProperty = {
...prop,
fieldType: mapValidFieldTypeToV3(prop.type, prop.fieldType),
options: prop.options.length > 0 ? prop.options : [{ label: 'default', value: 'default' }],
};
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.post(`https://api.hubapi.com/crm/v3/properties/${objectType}`, payloadProperty, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully created ${objectType} property: ${prop.name}`);
} catch (err) {
console.error(`❌ Failed to create ${objectType} property: ${prop.name}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
async function addPropertyGroupSTAGING(group, objectType) {
console.log(`${objectType.toUpperCase()} - property group ${group.name} DOES NOT EXIST - Creating...`);
const payloadGroup = {
...group,
};
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.post(`https://api.hubapi.com/crm/v3/properties/${objectType}/groups`, payloadGroup, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully created ${objectType} property group: ${group.name}`);
} catch (err) {
console.error(`❌ Failed to create ${objectType} field group: ${group.name}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
async function updatePropertyGroupSTAGING(group, objectType) {
console.log(`${objectType.toUpperCase()} - property group ${group.name} EXISTS - Updating...`);
const payloadGroup = {
...group,
};
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.patch(`https://api.hubapi.com/crm/v3/properties/${objectType}/groups/${group.name}`, payloadGroup, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully updated ${objectType} property group: ${group.name}`);
} catch (err) {
console.error(`❌ Failed to update ${objectType} field group: ${group.name}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
async function updatePropertySTAGING(prop, objectType) {
console.log(`${objectType.toUpperCase()} - property ${prop.name} EXISTS - Updating...`);
const payloadProperty = {
...prop,
fieldType: mapValidFieldTypeToV3(prop.type, prop.fieldType),
...(prop.options.length > 0 && { options: prop.options }),
};
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.patch(`https://api.hubapi.com/crm/v3/properties/${objectType}/${prop.name}`, payloadProperty, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully updated ${objectType} property: ${prop.name}`);
} catch (err) {
console.error(`❌ Failed to update ${objectType} property: ${prop.name}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
async function getGroupsPROD(objectType) {
const response = await axios.get(`https://api.hubapi.com/crm/v3/properties/${objectType}/groups`, {
headers: { Authorization: `Bearer ${PROD_TOKEN}` }
});
return response.data;
}
async function getGroupsNamesSTAGING(objectType) {
const response = await axios.get(`https://api.hubapi.com/crm/v3/properties/${objectType}/groups`, {
headers: { Authorization: `Bearer ${STAGING_TOKEN}` }
});
return response.data.results.map((group) => group.name);
}
async function getPropertiesNamesSTAGING(objectType) {
const response = await axios.get(`https://api.hubapi.com/crm/v3/properties/${objectType}`, {
headers: { Authorization: `Bearer ${STAGING_TOKEN}` }
});
return response.data.results.map((property) => property.name);
}
async function getProperties(objectType) {
const response = await axios.get(`https://api.hubapi.com/crm/v3/properties/${objectType}`, {
headers: { Authorization: `Bearer ${PROD_TOKEN}` }
});
return response.data;
}
async function getPipelines(objectType) {
const response = await axios.get(`https://api.hubapi.com/crm/v3/pipelines/${objectType}`, {
headers: { Authorization: `Bearer ${PROD_TOKEN}` }
});
return response.data;
}
async function getPipelinesSTAGING(objectType) {
const response = await axios.get(`https://api.hubapi.com/crm/v3/pipelines/${objectType}`, {
headers: { Authorization: `Bearer ${STAGING_TOKEN}` }
});
return response.data.results.map((pipeline) => pipeline.id);
}
async function updatePipelineSTAGING(pipeline, objectType) {
console.log(`${objectType.toUpperCase()} - pipeline ${pipeline.id} EXISTS - Updating...`);
const payloadPipeline = {
displayOrder: pipeline.displayOrder,
label: pipeline.label,
};
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.patch(`https://api.hubapi.com/crm/v3/pipelines/${objectType}/${pipeline.id}`, payloadPipeline, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully updated ${objectType} pipeline: ${pipeline.id}`);
} catch (err) {
console.error(`❌ Failed to update ${objectType} pipeline: ${pipeline.id}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
async function addPipelineSTAGING(pipeline, objectType) {
console.log(`${objectType.toUpperCase()} - pipeline ${pipeline.id} DOES NOT EXIST - Creating...`);
const payloadPipeline = {
displayOrder: pipeline.displayOrder,
label: pipeline.label,
stages: [
// Default stage to avoid empty stages error
{
label: 'Default Stage',
displayOrder: 0,
metadata: {
// Insert required metadata based on object type
...(objectType === 'deals' ? { probability: 0.0 } : {}),
...(objectType === 'tickets' ? { ticketState: "OPEN" } : {}),
}
}
],
};
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.post(`https://api.hubapi.com/crm/v3/pipelines/${objectType}`, payloadPipeline, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully created pipeline ${pipeline.id} in ${objectType.toUpperCase()} with a default stage. Please update stages accordingly.`);
} catch (err) {
console.error(`❌ Failed to create ${objectType} pipeline: ${pipeline.id}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
async function getPipelineStages(pipeline, objectType) {
const response = await axios.get(`https://api.hubapi.com/crm/v3/pipelines/${objectType}/${pipeline.id}/stages`, {
headers: { Authorization: `Bearer ${PROD_TOKEN}` }
});
return response.data;
}
async function getPipelineStagesSTAGING(pipeline, objectType) {
const response = await axios.get(`https://api.hubapi.com/crm/v3/pipelines/${objectType}/${pipeline.id}/stages`, {
headers: { Authorization: `Bearer ${STAGING_TOKEN}` }
});
return response.data;
}
async function addPipelineStageSTAGING(stage, pipeline, objectType) {
console.log(`${objectType.toUpperCase()} - pipeline ${pipeline.id} stage ${stage.id} DOES NOT EXIST - Creating...`);
const payloadStage = {
metadata: stage.metadata,
displayOrder: stage.displayOrder,
label: stage.label,
};
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.post(`https://api.hubapi.com/crm/v3/pipelines/${objectType}/${pipeline.id}/stages`, payloadStage, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully created ${objectType} pipeline ${pipeline.id} stage: ${stage.id}`);
} catch (err) {
console.error(`❌ Failed to create ${objectType} pipeline ${pipeline.id} stage: ${stage.id}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
async function updatePipelineStageSTAGING(stage, pipeline, objectType) {
console.log(`${objectType.toUpperCase()} - pipeline ${pipeline.id} stage ${stage.id} EXISTS - Updating...`);
const payloadStage = {
metadata: stage.metadata,
displayOrder: stage.displayOrder,
label: stage.label,
};
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.patch(`https://api.hubapi.com/crm/v3/pipelines/${objectType}/${pipeline.id}/stages/${stage.id}`, payloadStage, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully updated ${objectType} pipeline ${pipeline.id} stage: ${stage.id}`);
} catch (err) {
console.error(`❌ Failed to update ${objectType} pipeline ${pipeline.id} stage: ${stage.id}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
async function deletePipelineStageSTAGING(stage, pipeline, objectType) {
console.log(`${objectType.toUpperCase()} - pipeline ${pipeline.id} stage ${stage.id} NOT USED - Deleting...`);
try {
if (!await isTokenSTAGING(STAGING_TOKEN)) {
throw new Error('STAGING_TOKEN is not valid for a sandbox/developer account.');
}
await axios.delete(`https://api.hubapi.com/crm/v3/pipelines/${objectType}/${pipeline.id}/stages/${stage.id}`, {
headers: {
Authorization: `Bearer ${STAGING_TOKEN}`,
'Content-Type': 'application/json'
}
});
console.log(`✅ Successfully deleted ${objectType} pipeline ${pipeline.id} stage: ${stage.id}`);
} catch (err) {
console.error(`❌ Failed to delete ${objectType} pipeline ${pipeline.id} stage: ${stage.id}, STATUS: ${err.response ? err.response.status : 'UNKNOWN'}`, err.response ? err.response.data : err.message);
}
}
function mapValidFieldTypeToV3(type, fieldType) {
// Map field types to valid HubSpot v3 field types
const fieldTypeMap = {
'date': 'date',
'datetime': 'date',
'object_coordinates': 'text',
'json': 'text',
'number': 'number',
'string': 'text',
'bool': 'booleancheckbox',
'enumeration': ['booleancheckbox', 'radio', 'select', 'checkbox', 'calculation_equation'].includes(fieldType) ? fieldType : 'checkbox',
};
if (!fieldTypeMap[type]) {
return 'text';
}
return fieldTypeMap[type];
}
async function checkTokens() {
// Check the "accountType" property to determine if the token is correct
// accountType = "STANDARD" | "DEVELOPER_TEST" | "SANDBOX" | "APP_DEVELOPER" (STANDARD indicates a production account)
const checkTokenProd = await axios.get(`https://api.hubapi.com/account-info/v3/details`, {
headers: { Authorization: `Bearer ${PROD_TOKEN}` }
}).catch(err => {
console.error('Failed to validate PROD_TOKEN', err.response ? err.response.data : err.message);
throw new Error('Failed to validate PROD_TOKEN');
});
if (!checkTokenProd.status === 200 || !checkTokenProd.data.accountType || checkTokenProd.data.accountType !== 'STANDARD') {
console.error('The PROD_TOKEN does not belong to a production account', checkTokenProd.data.accountType);
throw new Error('The PROD_TOKEN does not belong to a production account');
}
const checkTokenStaging = await axios.get(`https://api.hubapi.com/account-info/v3/details`, {
headers: { Authorization: `Bearer ${STAGING_TOKEN}` }
}).catch(err => {
console.error('Failed to validate STAGING_TOKEN', err.response ? err.response.data : err.message);
throw new Error('Failed to validate STAGING_TOKEN');
});
if (
!checkTokenStaging.status === 200 ||
!checkTokenStaging.data.accountType ||
(
checkTokenStaging.data.accountType !== 'DEVELOPER_TEST'
&& checkTokenStaging.data.accountType !== 'SANDBOX'
&& checkTokenStaging.data.accountType !== 'APP_DEVELOPER'
)
) {
console.error('The STAGING_TOKEN does not belong to a sandbox account', checkTokenStaging.data.accountType);
throw new Error('The STAGING_TOKEN does not belong to a sandbox account.');
}
}
async function isTokenSTAGING(token) {
const response = await axios.get(`https://api.hubapi.com/account-info/v3/details`, {
headers: { Authorization: `Bearer ${token}` }
});
return response.data.accountType !== 'STANDARD';
}
async function main() {
console.log('Syncing process starting...');
for (const objectType of OBJECTS) {
console.log(`🛠️ Syncing ${objectType.toUpperCase()}`);
await cloneProperties(objectType);
}
}
main()
.then(() => console.log('Syncing process completed.'))
.catch(err => console.error('Error in syncing process:', err));