Operation Configuration in ERP Bridge
Last updated
Last updated
for technical details on how to configure ERP Bridge.
In the Database Mapping section you decide which fields to connect from the SQL view to HubSpot.
On the left-hand column select the data from SQL that you want to synchronize and link it with the related property on HubSpot. For more information about which properties to synchronize, please refer to the synchronization section.
We recommend to create custom section for the new properties:
Create a property group called ERP Information for all custom company properties
Create a custom section called ERP Information on the left sidebar of the companies record, where insert all the created custom properties
If you set ERP Code as primary key:
Insert =0 in the first line means that if the ERP code does not exist, the agent will update the record,
With several records with the same ERP code (=1), the agent will update the record,
if there are several identical records (>1), the agent will skip the record.
It's fundamental to choose a field as 'primary key' that will always be uniquely populated, otherwise records will be duplicated in the next synchronization.
Now the new operation Company will appear on the Homepage, to activate the synchronization make sure the button is on.
The following section is Decisions rules, where you set all the actions that the agent will perform once the synchronization will be on. For general guidelines, please refer to the .
In the for the Companies object, the advice is to leave the fields empty and click on Done.
