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.

USE [ERPBridge]
GO

/****** Object:  Table [dbo].[T_Companies] ******/

CREATE TABLE [dbo].[T_Companies](
	[ERPCode] [nvarchar](max) NULL,
	[CompanyName] [nvarchar](max) NULL,
	[StreetAddress] [nvarchar](max) NULL,
	[City] [nvarchar](max) NULL,
	[ZIP] [nvarchar](max) NULL,
	[Country] [nvarchar](max) NULL,
	[VAT] [nvarchar](max) NULL,
	[FiscalCode] [nvarchar](max) NULL,
	[Email] [nvarchar](max) NULL,
	[PEC] [nvarchar](max) NULL,
	[Phone] [nvarchar](max) NULL,
	[PriceList] [nvarchar](max) NULL,
	[Discount] [nvarchar](max) NULL,
	[PaymentTerms] [nvarchar](max) NULL,
	[LastModifiedDate] [datetime] NULL
) ON [PRIMARY] TEXTIMAGE_ON [PRIMARY]

GO

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

About this company	Details	Field type on HubSpot
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
Email		Single-line text
PEC		Single-line text
Phone		Phone number

Geographical Information

Geographical Information	Field type on HubSpot
StreetAddress	Single-line text
City	Single-line text
ZIP	Single-line text
Country	Dropdown select

ERP Information

HubSpot Property Name	Details	Field type on HubSpot
PriceList	The price list information we want to transfer to HubSpot	Dropdown select
Discount		Dropdown select
PaymentsTerms		Dropdown select