Sync only specific user roles

Hey @firstclasscode,

Thanks for getting in touch.

Just to clarify, are you asking about only granting certain WordPress site users access to the HubSpot plugin?
If that’s the case, it is indeed possible to limit access by using the ‘Administrator’ or ‘Editor’ roles.

To give you some extra context, users on your WordPress site with either an ‘Administrator’ or ‘Editor’ role can interact with the plugin.
However, only users with the ‘Administrator’ role have the capability to link a HubSpot account to your site.
Users with other WordPress roles will not have access to the plugin.

Best Regards,
Gearoid

Gearoid,

Thanks for the quick response. I am talking about syncing existing users as contacts to HubSpot on the initial connection. Can we exclude certain user roles from being synced?

Thanks!

Hey @firstclasscode,

Apologies for the delayed response.

HubSpot has a feature that import contacts from various file formats, including spreadsheets such as CSV files.
If you can export your users to a CSV file, you could then remove the users you don’t want to include and import the rest using this file.

You can access the contacts dashboard which has the ‘Import’ option by clicking on ‘Contacts’ in the WordPress left sidebar or by clicking on the ‘Manage contacts’ button on the plugin’s UserGuide page.

Here’s some Knowledge Base documentation and YouTube tutorial on importing contacts into your HubSpot account: https://knowledge.hubspot.com/import-and-export/set-up-your-import-file

Best regards,
Gearoid

Closing due to inactivity. Feel free to re-open if needed.

Best Regards,
Gearoid