Data Delivery to Data Sharing Partners
This article explains what reports to pull from HubSpot, how to refine them, store them, and send them on to our external data partners.
🔹Step 1:
- Customise and download all reports in csv format.
- Unzip the download
- delete the "export summary" files
- relabel each file in the following format... "[Rating Tool]_[Pipeline Stage]_[month,yyyy].
eg. "Homestar_Built Certified_April 2026"
🔹Step 2: Save to NZGBC storage
🔹Step 3: Send to Data Partners
|
Report Name |
Cotality |
Paceficon |
Valocity |
|
Homestar | Fully Registered Projects_bydate Customize “Registration Finalized” filter to last calendar month (or "known" for quarterly ) |
yes |
yes |
yes |
|
Homestar | Built Certified Dwellings _bydate Customize “Built Rating Issued” filter to last calendar month (or "known" for quarterly) |
yes |
yes |
yes |
|
Green Star | Fully Registered _bydate Customize “Registration Finalized” filter to last calendar month (or "known" for quarterly) |
yes |
yes |
|
|
Green Star | Design Rated _bydate Customize “Design Success Letter Sent” filter to last calendar month (or "known" for quarterly) |
yes |
yes |
|
|
Green Star | Built Rated _bydate Customize “Built Success Letter Sent” filter to last calendar month (or "known" for quarterly) |
yes |
yes |
|
|
NZGBC storage site |
|||
|
delivery site/method |
Email to: |
||
|
delivery logins |
username: NZGBC p/w: lp3zK4YC |
n/a |
n/a |
Relevant Parties (internal): Marcomms, Certification
Relevant Parties (external): Valocity, Cotality and Paceficon.
References: MOUs on Sharepoint
Frequency: First week of every calendar month, Full historic reports quarterly (March, June, September, January.