In January we set up Google Analytics to send reports to some customers automatically. This year when we were setting this up the Analytics Dashboard has changed and it took us a minute to locate what we were looking for. Here are the steps.
Log into your account and go to the account you need to send the reports from.
Go to one of the “Reports” on the left side such as “Audience” or “Acquisition“.
In the upper-right you will see the icon to “Export“. From here it is like it was before.
There are some good automated service to match up the fields and move the data over; however, we have found that the data isn’t always entered correctly and needs to be manually evaluated and corrected before importing.
We did a full export form Salesforce and we got 140 separate .csv files. The ones were really concerned with moving were the following:
Feed Tracked Change
File Search Activity
Opportunity Contact Role
These were the .csv files that had content in them. We started by opening the Contacts and reviewing the data and how the tables linked. The field “AccountId” links to the field “Id” in the “Accounts” .csv file. We reduced the number of contacts down to just 10 users and ran through the import process.
Once logged into Hubspot, in the top menu go to “Contacts >> Companies“. Next click on the “Import” button.
Go to “Start an import“.
Select “File from computer“.
Upload your file. Since we were coming from SalesForce we did not check “Update existing companies using “Company ID” exported from HubSpot.
In SalesForce the Company has a unique id column called “ID“. This matches up with “Accounts ID” in the accounts table. While importing the Hubspot calls this column “Company ID“. The import wasn’t allowing us to pick so we created it. Seemed scarey at first but worked fine.
This import didn’t go as planned. The company was automatically created, but it didn’t link it to the contact. In addition, when reviewing the small import I discovered it put the the company in City that didn’t exist in that State. I have no idea where this data came from.
After some research I discovered this feature of importing two different .CSV’s files such as contacts and companies and matching a field to link the data. It is still in Beta. Here is a link to Hubspot’s how-to.
I tried a small import; however, nothing matched between the “ID” in “Accounts” export and “AccountId” in “Contacts“. I discovered the first 10 items I tried to import didn’t have a matching account with a matching contact.
I used Excel to find how many don’t match and create a new CSV with just the ones that matched.
I copied the Accounts sheet to the Contacts sheet by using the following method.
Right-Click on the tab of the sheet I want to copy and select “Move or Copy“.
Use the dropdown arrow to select the other workbook.
Select where you want it to go. I didn’t care so I choose “(move to end)“.
Make sure to check “Create a copy” or it will move the sheet out of the workbook.
The next step I used the help from this YouTube video to do the Match calculation.
Here is the calculation I ended up using.
I took those results and filtered them by going to Data >> Filter. I could then select just the matched results and export them.
This next article showed me how to just export the visible once I filtered my view to just the “True” or matched items.
We then reduced both files down to just 15 matched rows to test. We had to make a common field to make the association so we changed “Id” in the “Accounts” to be “AccountId” like it is in the “Contacts“.
We logged into hubspot and started the import process but this time chose “Multiple objects with Associations“.
Selected “Contacts” and “Companies” and hit “Next“.
Drag and drop your .CSV files.
Next we had to associate the matching columns between the .CSVs and assign a “Unique Key“. Since this ID was originally the Accounts ID we associated it with “Company“.
When we got to the import screen for Account or Company the AccountID was asssociated with any hubspot property, so we created one.
Click “Create a new property“.
Then give it a name. We did “AccountID” so it would match.
We checked “Don’t import data in unmatched columns“.
This worked for the most part; however, if the address wasn’t in the “Accounts.csv”, Hubspot automatically created the address which in some cases was way off. It had a business in Washington DC with an address in Chicago.
When importing an export .CSV I found it necessary to open the .CSV, copy everything, and paste it back into a new Excel sheet and save it as a .CSV. If I didn’t the import would crash or time out. I would get error #2006 - MySQL server has gone away
The large .CSV imports into MySQL through PHPmyAdmin were failing. I moved over to MySQL workbench and this worked quicker; however, it only imported 894 of 48,000 records. The is next article got me on the path to use “HeidiSQL“. Heidi knocked out the import in 5 seconds.
Steps for getting the MySQL Tables Ready for combining:
I took a working table and copied it with “Add AUTO_INCREMENT value”.
Adding an PRIMARY_KEY speeds up the query process to I needed to change the “AccountId” I was joining on. I went into “Structure”, checked the row I wanted to change and hit “change”. I had to change the “AccountId” to a “varchar” and added the “value” of “255” and hit “Save”.
I went into “Structure”, checked the row I wanted to change, scroll to the bottom and hit the “Primary” button.
This above method did not work.
I used the MySQL Workbench and “altered” the table and put primary keys and an index on the tables.
In the WorkBench click on the “wrench” icon.
I added a “Primary Key” and hit “apply”, but here I changed the “Alter” query to be add “index”.
I get the following screen.
I changed the query so it was adding an “Index” and not a “Primary Key”. The new query looked like this “ALTER TABLE blog ADD INDEX(blogID);”
With this completed the queries would no longer time out and happened in seconds.
I ended up having to use SQL to join the data. I used the following query.
This is working:
UPDATE accounts AS a
INNER JOIN contacts AS c ON a.AccountId = c.AccountId
SET a.BillingStreet = c.MailingStreet,
a.BillingCity = c.MailingCity,
a.BillingState = c.MailingState,
a.BillingPostalCode = c.MailingPostalCode
WHERE a.BillingStreet = “”
The next step I used MySQL Workbench to export the table to a CSV. I right-clicked on the Table name and selected “Table Data Export Wizard” and saved the file as a .CSV. I then took this CSV files for Contacts and Accounts and went through the process of uploading multiple files in Hubspot.
There were a few errors but they were only related to the “Industry” field where it was trying to add a industry listed from Salesforce that didn’t exist in Hubspot. Not a big deal for us since we were only after the contact and companies.
We had a customer getting this error when printing a PDF. It was a networked printer so once one job failed the rest would stack up. Working with a printer repair company they sent us on the right path to get this resolved.
Delete out any queued print jobs.
Update Acrobat Reader to the latest version.
Power-cycle the printer by turning the printer power off, wait 10 seconds, and turn the printer back on.
When performing windows updates on a computer you may run into the following error “Windows Update error code 8024402F” which is caused by network issues.
This issue is caused when the network firewall or computer antivirus is blocking the computer from accessing the IP address associated with the windows update server.
The reason why your firewall or antivirus may be blocking the IP address is because Microsoft reuses the same IP pools used by Azure. This can cause the IP address to be sometimes associated with Pornography websites or other types of websites that may be blocked by your firewall or antivirus‘ content filter.
Method of finding IP address associated with Windows update server:
Run a packet capture using your Firewall or Wireshark on the computers WIFI or Ethernet NIC card while running the update check and look for the following packet sequence:
x.x.x.x x.x.x.x /get winupdates/……………anything can go here…..
Once you acquire the IP address associated with that packet place it in your firewall’s white-list and you should be able to now grab updates from the windows servers.
We got a call from a customer with a couple of MACs in there place and one of them was giving the following error “the macos installation couldn’t be completed”. There are a couple of options out there to fix this and able to get the user back up and running, but only after doing a “reinstall os” option.
This video was a good start; however, the “restart” option didn’t work. Start with the “command button” and “r” to get the recovery dialog box.
This location uses Vipre Antivirus. We logged onto their server and went into the Vipre console. The customer’s machine appeared up-to-date with the client; however, the definitions were slightly behind. Not by much. We pushed “Definition Upates”, and this resolved the issue right-a-way.
Windows 10 allows you to download the Operating System Software. This is a big change for the way Microsoft distributed the installation disks. You may need this to perform a system repair. Here is a link to the download.
Another link we often need is for the Windows Update Catalog. Here you can search for the appropriate update. There is often a listing for a 32-bit version and a 64-bit version, so be careful of which one you download. Here is the link.
We had a call where the user wasn’t able to select the default printer while in Acrobat reader DC. It did work in every other program. He was working from home and connected to his work network via VPN. When he opened Acrobat and tried to select the local printer the printer selection would automatically go back to the network printer. I disconnected the VPN and removed the network printer knowing when he connected the network again he would get it back.
Now when we tried to select the network printer in Acrobat it would jump up to the first choice of “Fax”. Different but not better. Another tech noticed it happened when ever we tried to use the Windows scroller on the side of a window it was autoscrolling.
We thought it might be the touch pad or something else wrong with Windows so we patched the Dell with new chipset, BIOS, touchpad driver, and nothing worked.
The problem was solved when we noticed there were two mice in the device manager. One was a generic “HID mouse” we removed this and everything was working.
We got a call for a customer’s monitor showing “out of range“. This is all the customer could see. We were able to use ScreenConnect and we could see the desktop fine, so it must be the monitor.
One suggestion was to go to “msconfig“, in the “boot” tab, check “base video“, and reboot.
This got the user to be able to see their monitor; however, when we tried to set the resolution to what they had before the monitor went black again with the warning “out of range”. Since we were connected remotely we could see the desktop and make the changes to get desktop visible again. A tech went on-site.
The tech had an extra DVI cable in the vehicle and swapping the cable totally fixed the issue. We think a recent power surge there may have caused the issue.
We got a call from a customer who’s machine was having issues. We were able to force a restart on the machine, but when the machine came back up all their desktop files and icons were not there. I went to restore a few of them when I got the warning that the shortcut I was adding was already there. Never seen this before.