HubSpot: Send sales orders to HubSpot

The association type in HubSpot that APIcenter uses to link a company to a deal. Default: Companies-to-Deals. Only change this if you want to use another association type, and write it in the same form: first the object type, then -to-, then the other object type. If you leave the field empty, APIcenter uses the default type between these two objects. If APIcenter cannot find the type in HubSpot, the flow stops with an error message.

The association type in HubSpot that APIcenter uses to link a contact to a company. Default: Contacts-to-Companies. Only change this if you want to use another association type, and write it in the same form: first the object type, then -to-, then the other object type. If you leave the field empty, APIcenter uses the default type between these two objects. If APIcenter cannot find the type in HubSpot, the flow stops with an error message.

The association type in HubSpot that APIcenter uses to link a contact to a deal. Default: Contacts-to-Deals. Only change this if you want to use another association type, and write it in the same form: first the object type, then -to-, then the other object type. If you leave the field empty, APIcenter uses the default type between these two objects. If APIcenter cannot find the type in HubSpot, the flow stops with an error message.

The association type in HubSpot that APIcenter uses to link an order line (line item) to a deal. Default: Line_items-to-Deals. Only change this if you want to use another association type, and write it in the same form: first the object type, then -to-, then the other object type. If you leave the field empty, APIcenter uses the default type between these two objects. If APIcenter cannot find the type in HubSpot, the flow stops with an error message.

The e-mail address that APIcenter uses if Enable use of default debtor is on and the order does not contain an e-mail address of the customer (or always, if Force the usage of the default debtor is on). APIcenter checks the e-mail address: if it is not a valid address, the order fails with an error message. The e-mail address is used to search for or create the company in HubSpot, in the property that you set in Property to use as company email.

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 for HubSpot. APIcenter searches for the customer in HubSpot itself (by ID, e-mail address, name or domain) and creates the customer if it does not exist, instead of falling back to a default customer. You can leave it as it is.

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.

Turn this setting on to use a default customer for orders. For HubSpot, only the e-mail address counts: fill it in at Default debtor email address. APIcenter sets that e-mail address on the customer of the order, so on the e-mail address of the company in the data mapping. It is used if the order has no e-mail address of the customer, or always if Force the usage of the default debtor is on. If this is on but no e-mail address (or ID) is filled in, orders fail with an error message. Default: off.

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).

If this setting is on, APIcenter replaces the e-mail address of the customer in every order with the one from Default debtor email address. If it is off (default), the default e-mail address is only used if the order does not contain an e-mail address of the customer. This only works if Enable use of default debtor is on.

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 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.

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 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.

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 value is set on the customer, but the default data mapping does not link that customer number to a HubSpot field. Use Default debtor email address instead.

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 customer group. It only decides what happens if you use the mapping table for customer 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. 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 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 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.

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.

HubSpot property names, separated by a comma, in the order in which APIcenter searches for an existing deal. Each check searches the value of that property in the incoming order. APIcenter stops at the first match. Leave the field empty to search only dealname using the incoming deal name. Use the internal name of the property, or a label that exists in HubSpot. A name that does not exist stops the flow, so no duplicate deal is created.

The code that APIcenter puts on the extra order line with payment costs. In the default data mapping, the code becomes the SKU (hs_sku) of the product on the line. If no product with this SKU exists in HubSpot yet, APIcenter creates one. This field is required if Add order line for payment costs is on; without a code, the order fails with an error message.

The code that APIcenter puts on the extra order line with billing costs. In the default data mapping, the code becomes the SKU (hs_sku) of the product on the line. If no product with this SKU exists in HubSpot yet, APIcenter creates one. This field is required if Add order line for billing costs is on; without a code, the order fails with an error message.

The code that APIcenter puts on the extra order line with commission. In the default data mapping, the code becomes the SKU (hs_sku) of the product on the line. If no product with this SKU exists in HubSpot yet, APIcenter creates one. This field is required if Add order line for commission is on; without a code, the order fails with an error message.

The code that APIcenter puts on the extra order line with shipping costs. In the default data mapping, the code becomes the SKU (hs_sku) of the product on the line. If no product with this SKU exists in HubSpot yet, APIcenter creates one. This field is required if Require order line for shipping costs is on; without a code, the order fails with an error message.

Text that APIcenter puts before the order number, for example WEB- changes order 1001 into order WEB-1001. This way you recognize deals from a certain source in HubSpot, or you keep deal names unique if you have more than one store. The prefix is only added if the data mapping of the order number uses the microfunction for the order prefix; the default data mapping to HubSpot does not do this. In HubSpot, the order number is the name of the deal (dealname).

Text that APIcenter puts after the order number, for example -NL changes order 1001 into order 1001-NL. This way you recognize deals from a certain source in HubSpot, or you keep deal names unique if you have more than one store. The suffix is only added if the data mapping of the order number uses the microfunction for the order suffix; the default data mapping to HubSpot does not do this. In HubSpot, the order number is the name of the deal (dealname).

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a tax class or VAT code. The VAT amount of the extra order line with billing costs comes from the amounts of the order. If APIcenter cannot determine the rate from them, it uses Default tax rate billing costs. Leave the field empty.

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a tax class or VAT code. The VAT amount of the extra order line with commission comes from the amounts of the order. If APIcenter cannot determine the rate from them, it uses Default tax rate commission. Leave the field empty.

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a tax class or VAT code. The VAT amount of the extra order line with payment costs comes from the amounts of the order. If APIcenter cannot determine the rate from them, it uses Default tax rate payment costs. Leave the field empty.

This setting has no effect in the default data mapping to HubSpot, because the default data mapping does not send a tax class or VAT code. The VAT amount of the extra order line with shipping costs comes from the amounts of the order. If APIcenter cannot determine the rate from them, it uses Default tax rate shipping costs. Leave the field empty.

This setting has no effect for HubSpot. The HubSpot integration does not use it. If you do not want the shipping costs on the deal, leave Require order line for shipping costs off. Leave this setting off (default).

The deal stage, as the name or ID of the stage in HubSpot (uppercase and lowercase letters do not matter). For Send Sales Order, this is the stage in which APIcenter creates the deal; default closedwon. This is required. For an existing deal, APIcenter updates the stage if Update order is on. For Get Sales Order, APIcenter updates the deals it got to this stage after getting them; if you leave the field empty, nothing is updated. This way you can give the deals you got another stage, so that they no longer match the filter on deal stage.

The pipeline for deals, as the name or ID of the pipeline in HubSpot (uppercase and lowercase letters do not matter). For Send Sales Order, this is the pipeline in which APIcenter creates the deal and in which it searches for an existing deal; default default. This is required. For Get Sales Order, APIcenter updates the deals it got to this pipeline and the related deal stage after getting them; if you leave the fields empty, nothing is updated. Always fill in the pipeline and the stage together.

This setting has no effect for HubSpot. The HubSpot integration does not send a confirmation e-mail and has no flag for it. Leave it at the default value.

Decides what happens if APIcenter already finds the deal in the pipeline. With Deal properties to find an existing deal empty, it searches the deal name, the order number. If you enter property names, it tries those HubSpot properties in that order and stops at the first match. Each check searches the value of that property in the incoming order. If this is off, APIcenter does not send the order again and the flow reports that the deal already exists. If this is on (default), APIcenter updates the deal if the deal stage in HubSpot is different from the stage that you set: the order lines of the deal are archived and created again, and the deal data is updated. If the existing deal has the same stage, the flow reports that the deal already exists. The customer and the contacts are not processed again for an update.

Decides if APIcenter creates a property or an option that does not exist in HubSpot. If this is off (default), the flow stops with an error message when a property or option is missing. If this is on, APIcenter creates the property or option in the group that you set. You can only add an option to a property that HubSpot has not locked; otherwise an error message follows.

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 data that APIcenter sends to HubSpot for an order has no field for the shipping method. You only need it if you link the shipping 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, because the default data mapping does not send a shipping method, so there is nothing to force. It only matters if you link the shipping 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 shipping method, so there is nothing to map. You only need the mapping table if you link the shipping 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 shipping method. The value is only used if Enable the use of a default shipping method is on and you link the shipping 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 data that APIcenter sends to HubSpot for an order has no field for the shipping method. It only decides what happens if you use the mapping table for shipping 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 HubSpot flows do not use a warehouse and the default data mapping does not send one. You only need it if you link the warehouse 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 warehouse, so there is nothing to force. It only matters if you link the warehouse 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 warehouse, so there is nothing to map. You only need the mapping table if you link the warehouse 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 warehouse. The value is only used if Enable the use of a default warehouse is on and you link the warehouse 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 HubSpot flows do not use a warehouse. It only decides what happens if you use the mapping table for warehouses 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 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.