HubSpot: Send customers to HubSpot

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a price list group. The value is only used if Enable use of a default customer price list group is on and you link the price list group yourself to a HubSpot property in the Data mapping. Leave the field empty.

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot does not send a customer group. You only need it if you link the customer group yourself to a HubSpot property in the Data mapping of the flow. Leave it off (default): if it is on without a value, the flow stops with an error message.

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot does not send a price list group. You only need it if you link the price list group yourself to a HubSpot property in the Data mapping of the flow. Leave it off (default): if it is on without a value, the flow stops with an error message.

The name or label of the company property in HubSpot that holds the e-mail address of the company. Default: company_email. APIcenter uses this e-mail address to recognize a company and to identify the customer in the activities. If the property does not exist in HubSpot, the flow stops with an error message, unless Create missing properties in the target system is on: then APIcenter creates the property. This field is required. When sending, the e-mail address in the data mapping must go to the same property.

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a customer group, so there is nothing to force. It only matters if you link the customer group yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a payment term, so there is nothing to force. It only matters if you link the payment term yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a price list group, so there is nothing to force. It only matters if you link the price list group yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a payment method, so there is nothing to force. It only matters if you link the payment method yourself to a HubSpot property in the Data mapping. Leave it off (default).

The lifecycle stage for contacts, as the name or ID of the stage in HubSpot (uppercase and lowercase letters do not matter). Default: customer. For Send Customer and Send Sales Order, the contacts that APIcenter sends get this stage; this is required. For Get Customer and Get Sales Order, APIcenter updates the contacts it got to this stage after getting them; if you leave the field empty, nothing is updated. According to HubSpot, the standard tools can only move the lifecycle stage forward; for an earlier stage, the value must be cleared first. Test this with an example.

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot does not send a payment method. You only need it if you link the payment method yourself to a HubSpot property in the Data mapping of the flow. Leave it off (default): if it is on without a value, the flow stops with an error message.

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot does not send a payment term. You only need it if you link the payment term yourself to a HubSpot property in the Data mapping of the flow. Leave it off (default): if it is on without a value, the flow stops with an error message.

Turn this on if you only want to create or update contacts in HubSpot and no companies. APIcenter then does not process a company and so does not link the contact to a company. The pipeline and stage for companies are then not needed. Default: off: then APIcenter creates the company and the contacts and links them.

The pipeline for companies. Enter the name or ID of the pipeline in HubSpot; uppercase and lowercase letters do not matter. Default: companies-lifecycle-pipeline. For Send Customer and Send Sales Order, APIcenter sets this pipeline and the lifecycle stage for companies on the companies that it sends. This is required, unless you only process contacts (Only process contact information). For Get Customer and Get Sales Order, APIcenter updates the companies it got to this pipeline and stage after getting them; if you leave the fields empty, nothing is updated. Always fill in the pipeline and the stage together.

The pipeline for contacts. Enter the name or ID of the pipeline in HubSpot; uppercase and lowercase letters do not matter. Default: contacts-lifecycle-pipeline. For Send Customer and Send Sales Order, APIcenter sets this pipeline and the lifecycle stage for contacts on the contacts that it sends. For Get Customer and Get Sales Order, APIcenter updates the contacts it got to this pipeline and stage after getting them; if you leave the fields empty, nothing is updated. Always fill in the pipeline and the stage together.

The lifecycle stage for companies, as the name or ID of the stage in HubSpot (uppercase and lowercase letters do not matter). Default: customer. For Send Customer and Send Sales Order, the companies that APIcenter sends get this stage; this is required, unless you only process contacts. For Get Customer and Get Sales Order, APIcenter updates the companies it got to this stage after getting them; if you leave the field empty, nothing is updated. According to HubSpot, the standard tools can only move the lifecycle stage forward; for an earlier stage, the value must be cleared first. Test this with an example.

Decides if APIcenter also sets the pipeline and lifecycle stage on companies that already exist in HubSpot. If this is on (default), existing companies get the pipeline and stage from the settings; if it is off, this only happens for new companies. Note: in the current integration, the setting Update pipeline & stage on existing contacts also decides if existing companies get a new pipeline and stage. So set both settings to the same value. An existing company is only updated if Update existing companies is on.

Decides if APIcenter also sets the pipeline and lifecycle stage on contacts that already exist in HubSpot. If this is on (default), existing contacts get the pipeline and stage from the settings; if it is off, this only happens for new contacts. An existing contact is only updated if Update existing contacts is on. In the current integration, this setting also applies to existing companies.

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a payment method, so there is nothing to map. You only need the mapping table if you link the payment method yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a customer group, so there is nothing to map. You only need the mapping table if you link the customer group yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a payment term, so there is nothing to map. You only need the mapping table if you link the payment term yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a price list group, so there is nothing to map. You only need the mapping table if you link the price list group yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a payment method. The value is only used if Make use of a default payment method id is on and you link the payment method yourself to a HubSpot property in the Data mapping. Leave the field empty.

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a customer group. The value is only used if Enable use of a default customer group is on and you link the customer group yourself to a HubSpot property in the Data mapping. Leave the field empty.

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a payment term. It only decides what happens if you use the mapping table for payment terms yourself: Use default (default) uses the default value, Use value passes on the original value and Ignore value leaves the field empty.

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a price list group. It only decides what happens if you use the mapping table for price list groups yourself: Use default (default) uses the default value, Use value passes on the original value and Ignore value leaves the field empty.

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a payment method. It only decides what happens if you use the mapping table for payment methods yourself: Use default (default) uses the default value, Use value passes on the original value and Ignore value leaves the field empty.

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a payment term. The value is only used if Make use of a default payment terms id is on and you link the payment term yourself to a HubSpot property in the Data mapping. Leave the field empty.

Turns on URL encoding for values that APIcenter puts in the URL of a request to HubSpot. This prevents errors with special characters such as spaces, slashes or ampersands. In HubSpot, search values such as an e-mail address, SKU or deal name are in the content of the request and not in the URL; the URL only contains IDs and object types. So you rarely need this. This is the main switch: values are only encoded if you also turn on Enable URL Encoding of data in the endpoints of the source application (when getting) or Enable URL Encoding of data in the endpoints of the target application (when sending). Default: off.

This setting has no effect for HubSpot. The data that APIcenter exchanges with HubSpot has no administration field, so there is nothing to map. Leave this setting off (default).

This setting has no effect for HubSpot, because the data that APIcenter exchanges with HubSpot has no administration field. Leave it as it is.

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a sales VAT code for the customer. The value is only used if Enable the use of a default customer sales vat code id is on and you link the sales VAT code of the customer yourself to a HubSpot property in the Data mapping. Leave the field empty.

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot does not send a sales VAT code for the customer. You only need it if you link the sales VAT code of the customer yourself to a HubSpot property in the Data mapping of the flow. Leave it off (default): if it is on without a value, the flow stops with an error message.

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a sales VAT code for the customer, so there is nothing to force. It only matters if you link the sales VAT code of the customer yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a sales VAT code for the customer, so there is nothing to map. You only need the mapping table if you link the sales VAT code of the customer yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot. The default data mapping does not send a sales VAT code. It only decides what happens if you use the mapping table for sales VAT codes of the customer yourself: Use default (default) uses the default value, Use value passes on the original value and Ignore value leaves the field empty.

This setting has no effect for HubSpot. The HubSpot flows do not use a payment journal and the default data mapping does not send one. You can leave it as it is.

In practice, this setting has no effect for HubSpot. The HubSpot flows ask for one list per run with their own limit (when getting data, this is Amount to process) and do not read extra pages. The default value is 20; you do not need to change it.

In practice, this setting has no effect for HubSpot. The HubSpot flows decide themselves how many records they ask for per request: when getting data, this is Amount to process. The default value is 50; you do not need to change it.

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot sends the VAT amount (tax) and no VAT code or tax class. The VAT amount is calculated from the amounts in the data or, if the rate is not in them, from Default tax rate prices. Leave this setting off (default): if it is on without a value for Value for the default tax id (exclude '%'), the flow stops with an error message.

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot sends the VAT amount (tax) and no VAT code or tax class. Leave this setting off (default).

This setting has no effect in the default data mapping to HubSpot, so there is nothing to map. The default data mapping to HubSpot sends the VAT amount (tax) and no VAT code or tax class. You only need the mapping table if you link a tax class yourself to a HubSpot property in the Data mapping. Leave it off (default).

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot sends the VAT amount (tax) and no VAT code or tax class. You only need this field if you link a tax class yourself to a HubSpot property in the Data mapping. Leave the field empty.

This setting has no effect in the default data mapping to HubSpot. The default data mapping to HubSpot sends the VAT amount (tax) and no VAT code or tax class. It only decides what happens if you use the mapping table for tax classes yourself: Use default (default) uses the default value, Use value passes on the original value and Ignore value leaves the field empty.