Understanding what happens to your data, along with the steps to follow to uninstall the app.
DoSanctions integrates sanctions.io “Know Your Customer” (KYC) and “Anti Money Laundering” (AML) screening case management with HubSpot contacts and companies, which lets users Stay Compliant Without Leaving HubSpot
- To understand any impact on your HubSpot data by uninstalling the app, first read the section below: What happens to my HubSpot data if I uninstall the app?
- Then follow the steps: How to uninstall the app.
What happens to my HubSpot data if I uninstall the app?
- The following properties on Company and Contact objects, which were created by the app when first installed, will retain their data but will no longer be updated once the app is uninstalled. If not longer required, these properties may be deleted from your HubSpot account.
- Sanctions approval status
- Sanctions monitor control
- Sanctions results pending
- Notes created by the app on Company and Contact objects are not deleted. These remain visible on the activity timeline, along with and PDF file created and attached to the note. For example, a PDF file created to record a screening decision for a match result on a HubSpot contact, remains visible on the HubSpot contact timeline.
- PDF files attached to Contact and Company records are not deleted. These PDF files remain saved in HubSpot files and continue to appear on the files app card on the HubSpot Company or Contact.
How to Uninstall the App
- In your HubSpot portal, navigate to Settings > Integrations > Connected app and identify the Sanctions.io for HubSpot (DoSanctions) App
- Select Actions > Uninstall
- Type uninstall in the modal popup window, then press Uninstall.
- The app is now uninstalled. Therefore:
- Your HubSpot account will no longer be connected to Sanctions.io
- App cards will no longer appear on Company or Contact views
- App actions in workflows will no longer function.
- App custom properties on Company and Contact objects will retain their current values but will no longer be updated.
- The app may be reinstalled in future if required.
Read the Setup Help Document here.