AnonymousFox

/home/zrcdevco/public_html/medrio/excelupload_newfields.php

<?php
// Changes due to field updates
// change array lookup indices
// new fields - Company Name, 
// Clinical Leader - Company Type (new field - Matt will provide) : cl_company_type__c
// Clinical Leader - Content Titles Engaged With : clinical_leader___content_titles_engaged_with
// Clinical Leader - Content Topics Engaged With : clinical_leader___content_topics_engaged_with
// Clinical Leader - Number of Engagements : clinicalleaderdownloads__c
// Clinical Leader - Most Recent Engagement Date (use Activity Date - date picker field - MM/DD/YYYY) : clinical_leader_engagements__most_recent_update_
// Company Name (use Reader Company)
// SFDC State/Province (along with state) - sfdc_state
// SFDC Country (along with Country) - sfdc_country
// Add a space after commas on titles and topics
// Production Medrio Token - 
// pat-na1-4d0456ec-772d-4a2a-b16b-3f9a5fe3b749
// Testing Token
// pat-na1-e33479fd-da09-4d3f-b7ba-883334bb0751
//
// write to a file instead of to the screen
//
// 2/16/2023
// Some users in production are not getting the Clinical Leader 
// Engagement date updates.
// Matt requested new lists for each file upload.
// need to add a search for each possible list name.
// Lists will be named DATE+static_list+LISTNUM
// LISTNUM will start at 01 and go up by 1 per new list
// 01, 02, 03 ...
//
// 4/17/2023 Remove sfdc_state from upload - this fiedl has been deleted from
// the HubSpot database.
//
ini_set('display_errors', 1);
ini_set('display_startup_errors', 1);
error_reporting(~0);
set_time_limit(0);
date_default_timezone_set("America/New_York");
include 'hubspot_functions.php';
$processDate = date("Y-m-d",strtotime('today'));
$listDate = str_replace('-','',$processDate);
$outFileName=$listDate."outputfile.txt";
$outFile = fopen($outFileName, "w");
echo("<h1>Medrio Clinical Leader => HubSpot</h1>");
$target_dir = "uploads/";
$target_file = $target_dir . basename($_FILES["fileToUpload"]["name"]);
$uploadOk = 1;
$imageFileType = strtolower(pathinfo($target_file,PATHINFO_EXTENSION));

// Check if file already exists
if (file_exists($target_file)) {
 exit("Sorry, file ".$target_file." has already been processed.");
 $uploadOk = 0;
}

// Check file size
if ($_FILES["fileToUpload"]["size"] > 500000) {
 echo "Sorry, your file is too large.";
 $uploadOk = 0;
}

// Allow Excel file formats
if($imageFileType != "xls" && $imageFileType != "xlsx" ) {
 echo "Sorry, only Excel files are allowed.";
 $uploadOk = 0;
}

// Check if $uploadOk is set to 0 by an error
if ($uploadOk == 0) {
 echo "Sorry, your file was not uploaded.";
// if everything is ok, try to upload file
} else {
 if (move_uploaded_file($_FILES["fileToUpload"]["tmp_name"], $target_file)) {
 echo "The file ". htmlspecialchars( basename( $_FILES["fileToUpload"]["name"])). " has been uploaded.";
 } else {
 echo "Sorry, there was an error uploading your file.";
 }
}
// Test program to read in a test excel sheet and then upload to the test HubSpot Account
/* data to upload to HS:
* - first name (6), last name (7), email (10), phone number (11), company name (3 - Reader Company), street address , content_title(unique), content_topic (unique)
*/
require 'vendor/autoload.php';
// exclude companies - includes Medrio and Competitors
$excludeCompanies = array("Medrio","Trionia");
$contactList = array();

use PhpOffice\PhpSpreadsheet\Spreadsheet;

$reader = new \PhpOffice\PhpSpreadsheet\Reader\Xlsx();

$spreadsheet = $reader->load($target_file);

$sheetData = $spreadsheet->getActiveSheet()->toArray();

$lineCount=0;
$userUpdateCount=0;
$userAddedCount=0;

unset($sheetData[0]);  // removes the header row (first row)

foreach ($sheetData as $t) {
// process element here;
// access column by index

// create a new array removing duplicates (using email address) and excluded companies
	$key = $t[8]; // Email is the unique key for all users
	if (!is_null($key)) { // check for blank lines
	if (!in_array($t[2],$excludeCompanies)) {
		if (isset($contactList[$key])) {
			// duplicate contact 
			// summarize content_titles
			$contactList[$key]["content_title"] .= ", ".$t[12];
			$tempContactTitle = preg_split('/, */',$contactList[$key]["content_title"]);
			// remove duplicates
			$contactList[$key]["content_title"] = implode(", ",array_unique($tempContactTitle));
			// summarize content_topics 
			$contactList[$key]["content_topic"] .= ", ".$t[16];
			$tempContactTopic = preg_split('/, */',$contactList[$key]["content_topic"]);
			// remove duplicates
			$contactList[$key]["content_title"] = implode(", ",array_unique($tempContactTitle));
			// Increment Engagement using new column names
			// keep original column name as a check
			$contactList[$key]["number_of_engagements"]++; 
			$contactList[$key]["clinicalleaderdownloads__c"]++; 
		} else { 
			// new contact
			$contactEmails[]=$key;
			// Clean up Country field and only keep US and CA States
			$country = ucwords(strtolower($t[11]));
			$city = ucwords(strtolower($t[9]));
			if (($country == "United States")||($country == "Canada")) {
				$state = ucwords(strtolower($t[10]));
			} else {
				$state="";
			}
			if ($country == "Korea, Republic Of") {
				$country = "South Korea";
			}
			// Reformat activity_date to HubSpot expected format 
			// YYYY-MM-DD
			$activity_date_array = explode("/",$t[0]);
			$activity_date = $activity_date_array[2]."-".substr("00{$activity_date_array[0]}", -2)."-".substr("00{$activity_date_array[1]}", -2);
			// add spaces after ','
			$tempContactTopic_array = preg_split('/, */',$t[16]);
			$tempContactTopic = implode(", ",array_unique($tempContactTopic_array));
			// Update the Contact List with cleaned up data
			$contactList[$key] = array("activity_date"=>$activity_date,"firstname"=>$t[5],"lastname"=>$t[6],"company"=>$t[2],"company_type"=>$t[4],"jobtitle"=>$t[7],"email"=>$t[8],"phone"=>"","content_title"=>$t[12],"content_topic"=>$tempContactTopic,"city"=>$city,"state"=>$state,"country"=>$country,"number_of_engagements"=>1,
			"clinicalleaderdownloads__c"=>1);
 
		}
	}
	$lineCount++;
}
}
//var_dump($contactList);
// Update HubSpot Contacts
use HubSpot\Factory;
use HubSpot\Client\Crm\Contacts\ApiException;
use HubSpot\Client\Crm\Contacts\Model\Filter;
use HubSpot\Client\Crm\Contacts\Model\FilterGroup;
use HubSpot\Client\Crm\Contacts\Model\PublicObjectSearchRequest;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectInput;

/**************
* 
* Production
* We need both the new API client created as well as 
* the Authentication header for using the older API.
*
**************/
$client = Factory::createWithAccessToken("pat-na1-cd2727ee-95c4-4477-9878-713b7294291a");
// Production Authentication Header
$authorization = "Authorization: Bearer pat-na1-cd2727ee-95c4-4477-9878-713b7294291a";
/**************
* 
* Test Token
* We need both the new API client created as well as 
* the Authentication header for using the older API.
*
**************/
// test client
//$client = Factory::createWithAccessToken("pat-na1-e33479fd-da09-4d3f-b7ba-883334bb0751");
// Test Authentication Header
//$authorization = "Authorization: Bearer pat-na1-e33479fd-da09-4d3f-b7ba-883334bb0751";

// Setup Filters to check if contact in database?
$filter1 = new Filter([
    'value' => '',
    'property_name' => 'email',
    'operator' => 'EQ'
]);
$filterGroup1 = new FilterGroup([
    'filters' => [$filter1]
]);
$publicObjectSearchRequest = new PublicObjectSearchRequest([
    'filter_groups' => [$filterGroup1],
	 'properties' => [
		'clinical_leader___content_titles_engaged_with',
		'clinical_leader___content_topics_engaged_with',
		'clinicalleaderdownloads__c']
]);

$contactInput = new \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectInput();
foreach ($contactList as $c) {
	$contactInput->setProperties([
		"company"	=> $c["company"],
		"cl_company_type__c"	=> $c["company_type"],
		"firstname" => $c["firstname"],
		"lastname" 	=> $c["lastname"],
		"jobtitle"	=> $c["jobtitle"],
		"phone" 	=> $c["phone"],
		"email"		=> $c["email"],
		"city"		=> $c["city"],
		"state"		=> $c["state"], // clear if country no US OR CA
// sfdc_state removed from the HubSpot database
//		"sfdc_state"	=> $c["state"], 
		"country"		=> $c["country"], // set to proper case
		"sfdc_country"	=> $c["country"], 
		"clinical_leader___content_titles_engaged_with" => $c["content_title"],  // check for dups on update
		"clinical_leader___content_topics_engaged_with" => $c["content_topic"],  // check for dups on update
		"clinicalleaderdownloads__c"	=> $c["clinicalleaderdownloads__c"],
		"clinical_leader_engagements__most_recent_update_" => $c["activity_date"],
	]);

// Check for client in HubSpot - searching by email address
	// If user is new Create the user otherwise Update the user
	if (!is_null($c["email"])) {
	$filter1['value']= $c["email"];
	try {
//		echo "Search = ";
//		var_dump($filter1['value']);
		$apiResponse = $client->crm()->contacts()->searchApi()->doSearch($publicObjectSearchRequest);
		// Contact not in HubSpot database
		if (empty($apiResponse["results"])) {
		// Create a new user
			$contact = $client->crm()->contacts()->basicApi()->create($contactInput);
			fwrite($outFile,"Added - ".$c["email"]." to HubSpot\n");
			$userAddedCount++;
			//echo "Added - ".$c["email"]." to HubSpot ";
		} else {
//			var_dump($apiResponse["results"]);
			// Contact is in HubSpot - update using Contact ID
			$contactId = $apiResponse["results"][0]["id"];
			// Update existing user
			$c["content_title"] .= ", ".$apiResponse["results"][0]["properties"]["clinical_leader___content_titles_engaged_with"];
			$tempContactTitle = preg_split('/, */',$c["content_title"]);
			$c["content_title"] = implode(", ",array_unique($tempContactTitle));

$c["content_topic"] .= ", ".$apiResponse["results"][0]["properties"]["clinical_leader___content_topics_engaged_with"];
			$tempContactTopic = preg_split('/, */',$c["content_topic"]);
			$c["content_topic"] = implode(", ",array_unique($tempContactTopic));
			$contactInput->setProperties([
				"company"	=> $c["company"],
				"cl_company_type__c"	=> $c["company_type"],
				"firstname" => $c["firstname"],
				"lastname" 	=> $c["lastname"],
				"jobtitle"	=> $c["jobtitle"],
				"phone" 	=> $c["phone"],
				"city"		=> $c["city"],
				"state"		=> $c["state"], // clear if country no US OR CA
// sfdc_state removed from HubSpot database 
//				"sfdc_state"	=> $c["state"], 
				"country"		=> $c["country"], // set to proper case
				"sfdc_country"	=> $c["country"], 
				"clinical_leader___content_titles_engaged_with" => $c["content_title"],  // check for dups on update
				"clinical_leader___content_topics_engaged_with" => $c["content_topic"],  // check for dups on update
				"clinicalleaderdownloads__c"	=> $c["clinicalleaderdownloads__c"],
				"clinical_leader_engagements__most_recent_update_" => $c["activity_date"],
				]);
			// now with Client ID we can update
			fwrite($outFile,"Updated - ".$c["email"]." to HubSpot\n");
			$userUpdateCount++;

//echo "Updated - ".$c["email"]." to HubSpot ";
			try {
//				var_dump($contactInput);
				$apiResponse = $client->crm()->contacts()->basicApi()->update($contactId, $contactInput);
			} catch (ApiException $e) {
				echo "Exception when calling basic_api->update: ", $e->getMessage();
			}
		}
	} catch (ApiException $e) {
		echo "Exception when calling search_api->do_search: ", $e->getMessage();
	}
	}
}
// Create a List and add the Contacts from this Upload to the list
echo "<h3>Contact List</h3>";
// Setup varaibles for static list name
$listDate = str_replace('-','',$processDate);
$listNum = 0;
// Retrieve all the lists in HubSpot
$lists=array();
getHubSpotLists($lists,$authorization);
$listExists=false;
// search the lists until we find a name that has not been
// created yet.
do {
	$listExists = false; // look for next list	
	$listLength = count($lists);
	$listNum++; // check next possible list name
	$listName = $listDate.'-upload-staticlist'.sprintf('%1$02d',$listNum);
	for($i = 0; $i < $listLength; $i++){
		if ($lists[$i]["name"] == $listName) {
			$listExists=true; // list name found
			}
		}
} while ($listExists == true);
// Create list with the new list name
//fwrite($outFile,"List Name is = ".$listName." exists list\n");
$listId=createHubSpotList($listName,$authorization);

echo "List Name is = ".$listName."- new list";
echo "List ID is = ".$listId."";
// Add all users to list with email address
$result=addEmailsToHubSpotList($contactEmails,$listId,$authorization);
//var_dump($result);
fwrite($outFile," ----------- Summary ----------- \n");
fwrite($outFile," Process Date = ".$processDate."\n");
fwrite($outFile," File Uploaded = '".$target_file."'\n");
fwrite($outFile,"List Name is = ".$listName."\n");
fwrite($outFile,"List ID is = ".$listId."\n");
fwrite($outFile,$lineCount." Lines Processed\n");
fwrite($outFile,$userUpdateCount." Users Updated\n");
fwrite($outFile,$userAddedCount." New Users Added\n");
fclose($outFile);
echo "View Output file here - <a href=https://www.trionia.com/medrio/".$outFileName.">file upload results</a>";
echo "".$lineCount." Lines Processed";
echo "".$userUpdateCount." Users Updated";
echo "".$userAddedCount." New Users Added";