HubEngine: Manage relations

A HubEngine relation, often simply referred to as a “relation,” represents the linkage of unique ID pairs between connected API endpoints.

A more detailed explanation: Within a HubEngine plan, records from two different API endpoints are linked using unique IDs in order to establish relationships between them. A relation therefore consists of such an ID pair. For example, if 1,000 contacts (records) are integrated between two systems, 1,000 relations are required. These relations are stored in the so-called Relation Store.

To manage the relations of a plan, open the respective plan and click on the Relations tab. You will now have various options.

• Download relations
• Upload relations
• Create relations
• Delete all relations
• Configure relations
• Share relations
• Search relations/delete single relation

You can download the relations (ID pairs) at any time as a csv file.

You can also upload relations via a csv file. You have the option to ignore the first row during import if it contains the column headers. You can also specify whether the columns should be switched. The ID columns in the csv file correspond to the connected systems. In this example, the left column belongs to SAP and the right column to HubSpot. If your csv file is reversed, simply select the Switch Columns option.

Relations that you upload will be added. If a relation already exists, it will be ignored and not created twice. However, before uploading relations, we strongly recommend downloading the existing relations first as a precaution in case an error occurs during import.

You can also create new relations using the Create button.

You can completely delete all relations. Important: Before doing so, we strongly recommend downloading the relations first as a backup.

Using Setup, you can select ID counterparts from a shared list if there is another plan where the sharing function is enabled.

You can also share relations across plans – but only within the same group. In this case, two or more plans use the same relations. Learn more about Shared Relations and when to use them in our Help Center article.

You can use the search form to look up individual relations. After locating a specific relation via its ID, you have the option to delete it using the trash icon in the green results field.