Operation Synchronization ERP Bridge

Please refer to this section for technical details on how to configure ERP Bridge.

Filters

In our example in the "Filters" section we set the Lifecycle Stage as HubSpot property that conveys the selection of data to be synchronized from HubSpot to SQL view. So every time on HubSpot a contact has the Lifecycle Stage property populated as a Customer at the time of synchronization with ERP Bridge will pass into the SQL view which in turn is synchronized in the ERP.

Database Mapping

In the Database Mapping section you decide the fields to synchronize to SQL from HubSpot CRM.

In the left column select the HubSpot data you want to sync to SQL and choose in the right column to which SQL column to link them. For advice on which properties synchronize please refer to the recommended synchronization section, while for information on how to build the Database Mapping please refer to the documentation.

Select the fields on the left on HubSpot to connect with its SQL column to indicate on the right column

Decision rules

The following section is Decisions rules, from here you set the actions that the agent will perform once synchronization is launched. For general information, please refer to the appropriate section.

In case the choice falls on the field ERP code:

  • indicating =0 means that if the ERP code does not exist, the agent will update the record,

  • in case of multiple records with the same ERP code (=1), the agent will update the record,

  • in case of multiple equal records (>1), the agent will skip the record.

Remember the importance of choosing as a field "primary key" a field that will always be populated in a unique way otherwise the records will be duplicated in the new synchronizations.

The new Company operation will now appear on the Homepage, to enable synchronization make sure the connector is colored.

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