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This guide will walk you through the complete process of installing and configuring the HubSnacks Stripe Refund App into your HubSpot account, including both HubSpot and Stripe authentications.

1. Access the Installation Page

To begin the installation process, please click the link below:

🔗 Install the App

You will be directed to the HubSnacks Stripe Refund App Installation Page.

📝 Note: Use the email address associated with your HubSpot portal to complete the installation form.

Once the form is successfully submitted, you will be redirected to the success page. This is shown below

You should receive an email with instructions on how to continue with the authentication part of the installation.

The email should contain further instructions on how to complete the remaining steps

Next, open the link provided in the email in a separate tab so it will be easy to follow each step to successfully complete the rest of the installation.

Once the link is open, you’ll see the first part of the authentication, which is for authenticating using HubSpot.

🔍 How to Find Your HubSpot ID (Hub ID)

✅ Option 1: From the HubSpot Dashboard

1. Log in to your HubSpot account.

2. Look in the top-right corner of your screen.

3. Click on your profile picture or company name.

4. In the dropdown menu, you will see the Hub ID listed right below the company name.

   Example:
   Your Company Name
Hub ID: 1234567

✅ Option 2: From the URL

1. Log in to your HubSpot account.

2. Look at the URL in your browser's address bar.

3. You’ll see a number between https://app.hubspot.com/ and the next part of the URL.

   Example URL:
   https://app.hubspot.com/contacts/**1234567**/contacts/list/view/all/

4. The number 1234567 in this case is your Hub ID.

✅ Option 3: From Account Settings

1. Log in to HubSpot.

2. Click the settings icon (⚙️) in the main navigation bar.

3. In the left sidebar, click Account Defaults (under “Account Settings”).

4. On the right-hand side, under the Account Info section, you’ll see the Hub ID.

🔐 How to Find Your Stripe Secret API Key

1. Log in to Stripe

   • Go to https://dashboard.stripe.com and log into your account.

2. Go to API Keys

   • In the left-hand navigation menu, click on Developers.

   • Under Developers, select API keys.

3. Locate the Secret Key

   • You’ll see two types of keys:

     • Publishable key – starts with pk_

     • Secret key – starts with sk_ (this is the one you need).

   • If the secret key is hidden, click "Reveal live key token" (you may need to re-authenticate).

4. Copy the Key

   • Copy the secret key (sk_live_... or sk_test_..., depending on environment).

   • Keep it safe and do not share it publicly — it grants full access to your Stripe account.

When creating a new authentication on Stripe or HubSpot, please fill in the following fields (Those highlighted in Orange):

• Authentication Name: Please enter an appropriate name for your authentication (Value is required)
• Developer API Key: Please enter the developer key from the HubSpot portal you want to install the app. See below on how to find the Developer API Key. (Value is not required)
• Private Access Token: Please enter the Private Access Token from the HubSpot portal you want to install the app. See below on how to find the Private Access Token. (Value is required)

Hover over the tooltips (Those highlighted in Green) for more information

How to find your HubSpot Developer API Key:

1. Access the HubSpot Developer Account: Log in to your HubSpot developer account. 
2. Navigate to the Apps Section: In the left sidebar, find and click on "Apps". 
3. Locate the API Key: Look for the "Get HubSpot API key" button, typically located in the upper right-hand side. 
4. Retrieve the Key: Click the button, and your Developer API key will be revealed. 
5. Save the Key: Copy and store your API key securely, as you will need it for various API calls. 

How to find your Private Access Token:

1. Log in to the HubSpot account: You need to be logged into the HubSpot account where the private app is installed. 
2. Go to Settings: Click the settings icon in the main navigation bar. 
3. Navigate to Integrations > Private Apps: In the left sidebar menu, find and select the "Integrations" section, then click on "Private Apps". 
4. Select your app: Find the name of your private app in the list and click on it. If there is no app created, see below on how to create one.
5. View the Access Token: On the app's settings page, the access token will be displayed, either on the "Details" tab or on the "Access token" card, depending on the app's interface. 

Things to note:

• Super Admin Permissions: Accessing and managing private apps requires super admin permissions. 
• Security: Treat the access token with utmost care, as it grants access to your HubSpot account. 
• Rotation: Consider rotating your access token periodically for enhanced security, especially if there's a risk of compromise. You can rotate the token by clicking "Rotate" on the app's settings page. 

How to create a Private App on HubSpot

1. Access Private App Settings:

• In your HubSpot account, click the settings icon in the main navigation bar.
• Navigate to Integrations > Private Apps in the left sidebar menu. 

2. Create a New Private App:

• Click the "Create private app" button. 

3. Configure Basic Information:

• Name: Enter a descriptive name for your app.
• Logo: Hover over the placeholder logo and click the upload icon to upload a square image.
• Description: Provide a clear description of what your app does, says YouTube. 

4. Select Scopes:

• Navigate to the Scopes tab.
• Identify the APIs your integration will use.
• Refer to the HubSpot Developer Documentation to determine the required scopes for each API endpoint, says HubSpot Developers 🚀.
• Please make sure the following scopes are selected: 
  • crm.objects.deals.read
  • crm.objects.deals.write
  • crm.objects.contacts.read
  • crm.objects.contacts.write
  • oauth
  • crm.schemas.deals.write

5. Create the App:

• Click "Create app" in the top right corner.
• Review the access token information in the dialog box, then click "Continue creating". 

Easily add our app card to your deal interface by following the steps below: 

In the HubSpot CRM, a CRM card typically refers to a visual element in the right-hand sidebar of a deal record, where associated records or custom information appear, such as contacts, companies, tickets, custom objects, or even embedded third-party integrations.

These automatically show up as CRM cards in the right sidebar.

Steps:

1. Navigate to your deal:

   • Go to CRM > Deals and click on the desired deal.

2. In the right sidebar, find the section labeled "Customise record"

3. Click on the "Default view" button

4. Search for our app card called "Stripe Refund by HubSnacks." Move the app card to your desired position on the right-hand side. 

5. Click on the "Save and Exit" button in the top right-hand corner of the page.