Difference between revisions of "HubSpot"

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{{Module Introduction|Hubspot|Integrations}} is an add-on module that can be installed from the {{Module|Plugin}}. After installing the plugin, a new module is added that integrates with the [https://www.hubspot.com/products/crm Hubspot CRM]. {{Carts}}
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{{Module Introduction|{{PAGENAME}}|Integrations}} is an add-on module that can be installed from the {{Module|Plugin}}. After installing the plugin, a new module is added that integrates with the [https://www.{{PAGENAME}}.com/products/crm {{PAGENAME}} CRM]. {{Carts}}
  
{{Plugin Install|Hubspot|Integrations}}
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{{Plugin Install|{{PAGENAME}}|Integrations}}
  
 
==Setup==
 
==Setup==
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# Click the {{Button|Settings}} on the module toolbar of the {{Module|{{PAGENAME}}}}.<br>[[File:{{PAGENAME}}_Store_Settings.png]]
 
# Click the {{Button|Settings}} on the module toolbar of the {{Module|{{PAGENAME}}}}.<br>[[File:{{PAGENAME}}_Store_Settings.png]]
# Click the large '''Connect to HubSpot''' button and then sign into Hubspot.<br>[[File:Hubspot Login.png]]
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# Click the large '''Connect to {{PAGENAME}}''' button and then sign into {{PAGENAME}}.<br>[[File:{{PAGENAME}} Login.png]]
 
# Click the {{Button|Import CRM|Import}} near the bottom of the Fishbowl Settings dialog and then click '''Save'''.<br>[[File:{{PAGENAME}}_Store_Settings.png]]
 
# Click the {{Button|Import CRM|Import}} near the bottom of the Fishbowl Settings dialog and then click '''Save'''.<br>[[File:{{PAGENAME}}_Store_Settings.png]]
  
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==Order Import==
 
==Order Import==
{{Order Import|CRM}}
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{{Order Import|{{PAGENAME}}}}
  
 
===Order Settings===
 
===Order Settings===
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===Location Group Settings===
 
===Location Group Settings===
{{Location Group|{{PAGENAME}}}}
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{{No Location Group Mapping|{{PAGENAME}}}}
  
 
===Order Status Mapping===
 
===Order Status Mapping===
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===Carrier Settings===
 
===Carrier Settings===
 
{{Carrier Mapping|{{PAGENAME}}}}
 
{{Carrier Mapping|{{PAGENAME}}}}
 
===Tax Settings===
 
{{Taxes|{{PAGENAME}}}}
 
  
 
==Order Export==
 
==Order Export==
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==Fulfillment Export==
 
==Fulfillment Export==
{{ImageTab|Order Fulfillment|Hubspot}}
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{{ImageTab|Order Fulfillment|{{PAGENAME}}}}
 
{{Schedule|export orders|Run task}}
 
{{Schedule|export orders|Run task}}
* This export will update Hubspot deals based on fulfilled Fishbowl sales orders. The deal status and other fields can also be updated based on how the settings are configured.
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* This export will update {{PAGENAME}} deals based on fulfilled Fishbowl sales orders. The deal status and other fields can also be updated based on how the settings are configured.
  
 
==Product Import==
 
==Product Import==
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==Product Export==
 
==Product Export==
 
{{Product Export|{{PAGENAME}}}}
 
{{Product Export|{{PAGENAME}}}}
 
==Inventory Update==
 
{{Inventory Update|{{PAGENAME}}}}
 
  
 
=Troubleshooting=
 
=Troubleshooting=

Latest revision as of 16:32, 31 August 2021

Icon.HubSpot.png The HubSpot module, located in the Integrations group, is an add-on module that can be installed from the Icon.Plugin.png Plugin module. After installing the plugin, a new module is added that integrates with the HubSpot CRM. Additional connections can also be purchased to connect to multiple HubSpot accounts.

Install

The documentation on this page is for the most recent version of the Icon.HubSpot.png HubSpot plugin. To get the most recent version, Update Fishbowl.

  1. In any Fishbowl Client, open the Icon.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Icon.HubSpot.png HubSpot plugin and click Install.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Icon.HubSpot.png HubSpot module from any Fishbowl Client by opening the Integrations group.
  6. To grant access to additional users, assign the HubSpot-View access right to the appropriate groups in the Icon.User Group.png User Group module

Setup

Complete the steps below to configure the HubSpot integration.

  1. Click the Settings Button.png Settings button on the module toolbar of the Icon.HubSpot.png HubSpot module.
    HubSpot Store Settings.png
  2. Click the large Connect to HubSpot button and then sign into HubSpot.
    HubSpot Login.png
  3. Click the Import CRM Button.png Import button near the bottom of the Fishbowl Settings dialog and then click Save.
    HubSpot Store Settings.png

TABS

Several plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Small.HubSpot.png HubSpot options or notes are included at the bottom of each section. System properties also allow advanced options to be enabled for e-commerce plugins.

Order Import

HubSpot Order Import.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Order Settings

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Icon.Sales Order.png Sales Order module.

  • Order field mapping - Use the mapping table to map HubSpot order fields to Fishbowl order fields. If no field is mapped to the Fishbowl Order Number, then it will be generated by Fishbowl. If no date field is mapped to the Fishbowl Date Scheduled, then it will be set to the date of import.
  • Use Customer Defaults - The following order defaults will be used when no data is mapped from HubSpot in the mapping table above. "Use Customer Defaults" will use values from the Fishbowl customer when available.
  • Default Salesperson - Sales orders will be created using this salesperson.
  • Default Class - If there is no class mapped from HubSpot, sales orders will be created using this class as the sales order class.
  • Default Payment Terms - If there are no payment terms mapped from HubSpot, sales orders will be created using this payment term.
  • Default Shipping Terms - If there are no shipping terms mapped from HubSpot, sales orders will be created using these shipping terms.
  • Default Priority - The default priority to be set on imported orders.
  • Discount item - Select the flat rate discount type that will be added as a line item to imported orders. The flat rate discount can be set to $0 in the Icon.Discount.png Discount module and then the correct discount amount will be set when the order is imported from HubSpot.
  • Order number prefix - An order number prefix can be defined which will be applied to order numbers mapped from HubSpot.
Small.HubSpot.png Additional HubSpot information
  • Combine all discounts - Enabling this option will sum up all of the line item discounts and apply them as one order discount.
  • Add Discount Code to Notes - Enabling this option will add the discount code to the line item notes.

Order Item Settings

Cart Order Item Settings.png
  • Item field mapping - Use the mapping table to map HubSpot order item fields to Fishbowl order item fields. If the Fishbowl price is not mapped, then the price from the Fishbowl product will be used and any applicable pricing rules applied. If the Fishbowl description is not mapped, then the description from the Fishbowl product will be used.
  • Shipping item - Select the shipping type product that will be added as a line item to orders when applicable. It will contain the shipping price to be paid by the customer.
  • Ignore miscellaneous items - If this option is selected, HubSpot order items that are not related to an actual HubSpot product record will be ignored and no Fishbowl line item will be created.
  • Enable order import product linking - HubSpot order items will be matched to Fishbowl products based on the defined field mapping. If the HubSpot product has been linked by ID to a Fishbowl product, that will take precedence.
  • Product field - The Fishbowl product field that will match the selected HubSpot item field.
  • HubSpot item field - The HubSpot order item field that will match the selected Fishbowl product field.

Location Group Settings

No Location Group Mapping.png
  • Use default location group - Select a default location group for imported orders.
  • Use location group mapping - This option is not currently available in the HubSpot plugin.

Order Status Mapping

Cart Order Status Mapping.png
Use the table to assign HubSpot order statuses to Fishbowl order statuses. The Order Import task will only import orders from HubSpot that are in a status assigned to a Fishbowl order status. At least one active status mapping is required to use the Order Import task.

Customer Settings

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Enable multi-currency settings - Order prices will be converted from the channel order currency to the Fishbowl currency assigned to the mapped customer. Requires Fishbowl currency conversion to be enabled.
  • Enable advanced mapping settings - Opens up additional customer mapping options and control over customer creation.
  • Use a default customer for all orders - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as HubSpot Customer.
  • Use order billing address - Use the billing address from the HubSpot order instead of the address for the default customer.
  • Use order shipping address - Use the shipping address from the HubSpot order instead of the address for the default customer.
  • Use the order customer and addresses - This option will import the addresses and customer from the HubSpot order instead of using a generic customer.
  • Field - Select the HubSpot field that contains the customer name that should be imported into Fishbowl.
  • Alternate Field - An alternate field mapping when the primary mapping does not contain data.
Small.HubSpot.png Additional HubSpot information
  • Coalesce order addresses - If one address is missing, use the existing address for both the shipping and billing address.

Carrier Settings

Cart Carrier Mapping.png
  • Use default carrier/service - When selected, all orders imported from HubSpot will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and HubSpot. Each mapping will also set the Sales Order Priority so that Fishbowl users can identify orders with express shipping that need to be picked and shipped quickly.
  • Use carrier mapping - When selected, the table can be used to map carriers between HubSpot and Fishbowl.

Order Export

CRM Order Export.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Expand each section on the Order Export tab to see the mapping options.

Fulfillment Export

HubSpot Order Fulfillment.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • This export will update HubSpot deals based on fulfilled Fishbowl sales orders. The deal status and other fields can also be updated based on how the settings are configured.

Product Import

Cart Product Import.png
  • Schedule - Select the Checked.png Active checkbox to import products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that all of the products on your website will be imported.

The Product Import task imports products into Fishbowl from HubSpot. A product link is created by storing the HubSpot product ID in Fishbowl.

  • Link Existing Products will match existing products in Fishbowl and HubSpot where data matches in the selected fields.
  • Import Products will import products from HubSpot into Fishbowl, creating them based on the field mapping and settings below.

Product Export

Cart Product Export.png
  • Schedule - Select the Checked.png Active checkbox to export products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Product Create Settings - Enable Export new products and then map the fields that should be exported from Fishbowl to HubSpot. A default weight UOM and size UOM can also be specified. Using the Product Tree Filter will limit the products exported to those in the selected product tree category. If left blank, all products will be included in the export. Selecting the Export all products option will ignore the last sync date and attempt to push all of the Fishbowl products to HubSpot. The product tree filter will still apply.
  • Product Update Settings - Enable Update linked products and then map the fields that should be exported from Fishbowl to HubSpot. This section has the same options as the Product Create Settings section above. After the initial product export, only the selected fields will be updated.

Troubleshooting

  • Only new orders are imported. Orders are not updated once they have been imported. Returns and refunds are not imported.
  • The attributes and IDs for orders and products can be viewed or modified by clicking the Small.HubSpot.png HubSpot button at the top of the Icon.Sales Order.png Sales Order module and the Icon.Product.png Product module.
  • To view the scheduled tasks for the Icon.HubSpot.png HubSpot module, open the Icon.Schedule.png Schedule module.
  • A scheduled task can be run manually by double-clicking the task.
  • Enter an email address in the Icon.Schedule.png Schedule module to receive error notifications.
  • To view the history of a scheduled task, including the result/error, click the History Icon Button.png History button in the Icon.Schedule.png Schedule module.
  • More details about recent errors can be viewed by opening the Icon.Data.png Data module and clicking the Server Log Button.png Server Log button.
  • Check for multiple versions of the HubSpot.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two HubSpot versions, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

July 2021
  • Initial release