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community-engagement-data-management's Introduction

community-engagement-data-management

Workflows for integrating diverse CUAHSI engagement datasets from various sources into a unified view with custom analysis and reporting capabilities.

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community-engagement-data-management's Issues

Create and update test marketing event to Marketing Event database in HubSpot

This will involve writing a function that utilizes the HubSpot API (via Python client) to write a marketing event to the Marketing Event database. The values of the HubSpot properties for the test marketing event will be the following:

Event Name: CZNet All Hands Meeting
Event Organizer: CUAHSI
Event Type: Conference
Start Date Time: 08/05/24
End Date Time: 08/08/24

Once the marketing event is created, update the Event Description field to read The All Hands meeting is a place for our clusters to connect, share ideas, showcase their research, and foster collaboration.

Export all utilized HubSpot properties in Contacts and Marketing Events database

This will involve creating a .csv export of all the utilized HubSpot properties (default or user-created). Properties that are not utilized (e.g., Fax Number) should not be included in the export. The relevant columns in the .csv file are the following:

  • Property name
  • Internal property name (e.g., jobtitle, lastname)
  • Property type (e.g. number, datetime)
  • Property description
  • Property group name (e.g. marketingeventinformation, analyticsinformation)
  • Property creator (e.g., HubSpot, Unknown user)

Create and update test contact to Contacts database in HubSpot

This will involve writing a function that utilizes the HubSpot API (via Python client) to write a contact to the contacts database. The values of the HubSpot properties for the test contact will be the following:

Once the contact is created, update the Job Title property to Data Scientist. Note a separate function may be required for updating contact information.

Add functions to write and overwrite files in a SharePoint folder

These functions will assist in programmatically importing HydroShare user data (or any other relevant engagement dataset) to SharePoint and updating this file when there is new engagement. This functions will do the following:

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