multiple accounts in hubspot.yml file

Lussy04

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23-01-2025

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Using HubSpot's API effectively often involves interacting with multiple accounts. This article explores techniques for managing multiple HubSpot accounts within a single hubspot.yml configuration file, streamlining your workflow and improving organization. We'll cover best practices and address potential challenges.

Why Manage Multiple Accounts?

Many developers and agencies work with multiple HubSpot clients or manage various internal accounts. Manually switching between configurations for each account becomes cumbersome and error-prone as the number of accounts grows. A centralized approach using a single hubspot.yml file significantly improves efficiency.

Strategies for Handling Multiple HubSpot Accounts

There are several approaches to configuring multiple HubSpot accounts within a single hubspot.yml file:

1. Using Profiles and Environment Variables

This method leverages profiles within your hubspot.yml and environment variables to select the desired account. It's highly flexible and avoids hardcoding API keys directly into the file.

hubspot.yml:

profiles:
  account1:
    hapikey: "${HUBSPOT_API_KEY_ACCOUNT1}"
    access_token: "${HUBSPOT_ACCESS_TOKEN_ACCOUNT1}" #Optional, if using OAuth
    account_id: "${HUBSPOT_ACCOUNT_ID_ACCOUNT1}" #Optional, if needed
  account2:
    hapikey: "${HUBSPOT_API_KEY_ACCOUNT2}"
    access_token: "${HUBSPOT_ACCESS_TOKEN_ACCOUNT2}" #Optional, if using OAuth
    account_id: "${HUBSPOT_ACCOUNT_ID_ACCOUNT2}" #Optional, if needed
default: account1  #Set a default profile

Before running your script, set the appropriate environment variables:

export HUBSPOT_API_KEY_ACCOUNT1="YOUR_API_KEY_ACCOUNT1"
export HUBSPOT_API_KEY_ACCOUNT2="YOUR_API_KEY_ACCOUNT2"
# ...and so on for access tokens and account IDs

You can then select the profile using the --profile flag with your HubSpot API client:

# Use account1
hubspot-client some_command --profile account1

# Use account2
hubspot-client some_command --profile account2

This approach keeps API keys secure outside your configuration file. It also allows easy switching between accounts without modifying the hubspot.yml file itself.

2. Using Multiple hubspot.yml Files with a Wrapper Script

This approach is suitable if you need strict separation between different account configurations. Create separate hubspot.yml files (e.g., hubspot_account1.yml, hubspot_account2.yml) and use a wrapper script to manage which file is used based on the input arguments.

wrapper.sh:

#!/bin/bash
ACCOUNT=$1
shift
if [ -z "$ACCOUNT" ]; then
  echo "Usage: $0 <account> <command> <arguments>"
  exit 1
fi
CONFIG_FILE="hubspot_${ACCOUNT}.yml"
if [ ! -f "$CONFIG_FILE" ]; then
  echo "Error: Configuration file '$CONFIG_FILE' not found."
  exit 1
fi
hubspot-client "$@" --config "$CONFIG_FILE"

This script allows you to run commands specifying the account:

./wrapper.sh account1 some_command --some-argument
./wrapper.sh account2 another_command

3. Programmatic Account Selection (Advanced)

For complex scenarios, you can write a script that programmatically selects the HubSpot account based on logic within your code. This might involve reading settings from a database or a configuration file that’s separate from hubspot.yml. This requires more development but offers maximum flexibility.

Best Practices for Managing Multiple Accounts

• Security: Never hardcode API keys directly into your hubspot.yml file. Use environment variables or a secure secrets management system.
• Version Control: Keep your hubspot.yml file under version control (like Git) to track changes and easily revert to previous configurations.
• Clear Naming: Use descriptive profile names in your hubspot.yml file.
• Documentation: Clearly document your configuration and how to use it.
• Error Handling: Implement robust error handling in your scripts to gracefully manage issues such as incorrect API keys or network problems.

Conclusion

Managing multiple HubSpot accounts efficiently is crucial for developers and agencies. Choosing the right method – using profiles with environment variables, separate configuration files with a wrapper script, or programmatic selection – depends on the complexity of your workflow and security requirements. By following best practices, you can streamline your development process and avoid common pitfalls. Remember to prioritize security and maintainability in your chosen approach.