You can install the app from HubSpot's Marketplace or by clicking here. During the installation process, you will be asked to give us permission to access your HubSpot account, which allows Risika to enrich the selected properties. After you grant us the needed permissions, you will get redirected to our settings page.

Now, you will be asked to create an account to access your integration settings. Keep in mind that this account will store your API keys for both HubSpot and Risika. For your own security, we recommend using a strong password.

A unique Risika API key is required in order to use the app. Please contact Risika on support@risika.com / +45 42 90 57 57 to receive your API key. The integration will regularly use it in the background to connect to Risika and pull the needed data for you. Please enter the key in the first step of the integration settings. OBS. The “jwt” in the beginning of the API key should not be included.

We use 3 key identifiers to ensure that the Risika data is enriched correctly in your HubSpot account: Company registration number (eg. CVR), Company country code (eg. DK, NO, SE) and timestamp of enrichment. Please note that you should not put in the exact values but only select the property that holds the information in your HubSpot account. Only properties with the correct field type will appear in the dropdown list.

If you do not have the required properties set up in HubSpot already please go to your HubSpot account and create the properties. They should be created on a company level with the field type “Single-line text”. Please make sure that the property “timestamp of enrichment” is not used elsewhere. Complete the mapping of the identification fields with your HubSpot properties in the integration settings, section 2.

The binding properties are the properties in your HubSpot account you wish to enrich with the Risika data.We highly recommend that you create new properties for the selected properties and name them with prefix "Risika" (eg. Risika: Receivables) to make it easy to locate the Risika data in your HubSpot account.

All the available data fields from Risika are shown in the list for you to choose from. Please complete the mapping of the properties you want to enrich, just as in the previous step. Select “Do not synchronize this field” from the dropdown menu if you do not want to enrich the data from Risika to your HubSpot account. Be aware that a property can only be selected once. Save the changes in the bottom of the page once the mapping is complete.

Make sure that all the properties are on a company level with the field type “Single-line text”

OBS. Please pay attention to your data mapping as the integration will run and feed the Risika data into your HubSpot account once the setup is saved. It will overwrite any data values that might be on the mapped binding properties.

If you want to have an option to add company monitoring for your HubSpot companies directly from HubSpot, the process will consist of:

1. Creation of a public list in Risika
2. Registration of this list in your integration settings
3. Creation of monitoring toggle
4. Registration of the workflow
5. Final testing

This step is optional. Video below will walk you through the process.

If you do not have access to HubSpot Webhooks, you can use our cron job updater instead. In this case, the setups looks like this:

1. Creation of a public list in Risika
2. Registration of this list in your integration settings
3. Creation of monitoring toggle - make sure to add two values - "Add" and "Remove". Without these two values, the sync will not work.
4. Selecting toggle field in settings
5. Final testing

This step is optional. Video below will walk you through the process. Keep in mind that sync between HubSpot and Risika Monitoring can take up to a minute, since it is powered by CRON.

Once the three steps have been completed and saved, a confirmation message will appear at the top of the page. The integration will automatically synchronize the data from Risika to your HubSpot account, and you should be able to see the enriched data on the selected binding properties after a few minutes. The update will automatically run again if you change or add a mapping of a property.

After the initial synchronization the data will automatically be updated every day, at midnight CET.

If you need the data to be updated before that, you can make an on-demand update at any time. To do this simply clear the timestamp from the company or list of companies that you want to update. The timestamp property is the newly created property that you created in step 2.

By removing the timestamp, it will automatically let the integration know that these companies need to be updated, and the data will be updated shortly (within a few minutes). Please be aware that it might take longer if you are updating a lot of companies at the same time.

Feel free to contact Risika if you are experiencing any issues or have questions about the setup or integration. You can reach us on:

1. Phone: +45 42 90 57 57
2. E-mail: support@risika.com

Support hours: Monday to Friday 09.00 - 17.00 (CET)