Recommended Synchronization SQL - From HubSpot to Database
What information to integrate from source to destination
This section gives guidelines on how to better synchronized data from HubSpot to ERP with some best practices. The names of the properties on both ERP and HubSpot are a suggestion, we suggest to customized properties according to your specific needs.
Create a new table for extract companies HubSpot data to be passed to ERP, below an example of query for create the table.
To optimize the integration, prepare a custom view in SQL with the data you want to integrate on HubSpot Companies. To this view, you can add or remove fields at any time, perform format conversions (casts) and correctly manage the entries of the properties checkboxes, multiple checkboxes, dropdown select, radio select and HubSpot user.
General Information
ERPCode
Custom field created to match HubSpot and ERP records, captures the ID code of the record from the ERP
Single-line text
CompanyName
Single-line text
VAT
Single-line text
FiscalCode
Single-line text
Single-line text
PEC
Single-line text
Phone
Phone number
Geographical Information
StreetAddress
Single-line text
City
Single-line text
ZIP
Single-line text
Country
Dropdown select
ERP Information
PriceList
The price list information we want to transfer to HubSpot
Dropdown select
Discount
Dropdown select
PaymentsTerms
Dropdown select
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