🛠 Installation Guide for Moglo

Welcome to Moglo, the seamless data synchronization tool by Nappoly Studio SAS, designed to automate your data flows between HubSpot and FTP or API systems.

Prerequisites

To install Moglo, ensure you have:

• A HubSpot account with App installation permissions (Super Admin role recommended).
• Internet access.

1. HubSpot Marketplace Installation

1. Log in to your HubSpot portal.
2. Navigate to App Marketplace.
3. Search for “Moglo”.
4. Click Connect app.
5. Review and authorize the required permissions (access to deals, contacts, companies, etc.).
6. Once authorized, you'll be redirected to your Moglo dashboard on getmoglo.com.

2. Add a Data Gateway (Bridge)

Once in Moglo:

1. Click + New Bridge.
2. Choose your source:
   • HubSpot → FTP
   • FTP → HubSpot
   • Name your bridge (e.g., “Deal FTP Transfer”).
3. Enter the target credentials (FTP server / API endpoint and auth tokens).

3. Map HubSpot Properties

To correctly translate data:

1. In your new Bridge, go to the Field Mapping section.
2. Select the HubSpot object (e.g. Deal, Contact, Company).
3. Map source properties to target fields. Examples:
   • deal.name → title
   • deal.amount → price
   • deal.close_date → due_date
4. Use default mappings or add custom ones as needed.
5. Optionally apply filters (e.g., only sync deals with stage = Closed Won).

4. Set Sync Rules & Activate

1. Configure:
   • Frequency: Real-time, hourly, daily.
   • Direction: Export or Import.
2. Enable Error Alerts, like email or webhook notifications.
3. Click Activate to start syncing.

5. Monitoring & Management

• Visit Bridges Dashboard to see active syncs.
• Inspect Run History for success/failure logs.
• Check Alerts & Notifications for any errors.
• Modify or Deactivate bridges anytime via the bridge menu.

6. Need Help?

• Check our guide and FAQ: getmoglo.com/faq
• Reach support at: support@nappoly.fr

🧭 Summary

You're now ready to fully automate your HubSpot data flows. If you'd like screenshots, an advanced configuration section, or a PDF version, just let me know!