Getting Started
Installation
Configuration
Get the Most Out of the App
Customer matching rules are crucial because they:
Prevent duplicate customers: By accurately matching HubSpot companies and contacts to existing e-conomic customers, you avoid creating duplicate records in e-conomic.
Ensure data consistency: Matching rules help maintain consistent customer data between HubSpot and e-conomic, ensuring that both systems have the most up-to-date information.
Streamline customer creation: When a match is not found, the app automatically creates a new customer in e-conomic, saving you time and effort.
Simplify customer management: Properly configured matching rules make it easier to manage your customer relationships across both platforms.
Navigate to the Customer Sync rules section in your integration settings.
Define Company Matching Criteria
In the "HubSpot" dropdown under "Company Matching Criteria", select the company property you want to use to identify the customer (e.g., CVR)
In the "e-conomic" dropdown, select the corresponding customer field (e.g., Corporate Identification Num.)
Define Contact Matching Criteria (Optional)
Check the box labeled "Enable Primary Contact Sync"
In the "HubSpot" dropdown under "Contact Matching Criteria", select the contact property you want to use to identify the customer (e.g., Phone number)
In the "e-conomic" dropdown, select the corresponding customer field (e.g., Phone Number)
Choose How to Handle the Customer Number
Option 1: Let e-conomic generate the customer number
Select "Let e-conomic create customer number"
Choose whether to store the generated number in a HubSpot property
Option 2: Use a number from HubSpot
Select "Take customer number from HubSpot"
Select the HubSpot property that contains the number you want to use as the e-conomic customer number
Review and Save Carefully review your settings to ensure they align with your business requirements. If everything looks correct, click "Save" to apply your changes.
Ensure all required e-conomic fields are filled: These mappings provide values for fields that e-conomic requires to create a new customer.
Streamline customer creation: By setting defaults, you reduce manual data entry and potential errors.
Maintain consistency: All new customers will have the same baseline settings unless overridden by HubSpot data.
Navigate to the Customer Default Mappings section in your integration settings.
You'll see a list of required e-conomic fields: Payment Terms, Customer Group, VAT Zone, Currency, and Invoice Layout.
For each field:
Click on the dropdown menu next to the field name.
Select the appropriate default value from the list of options.
After setting your preferred defaults for all required fields, save your changes.
Ensure data consistency: Match the right information between HubSpot and e-conomic.
Customize for your needs: Adapt the integration to fit your unique business processes.
Save time: Automate the transfer of customer data, reducing manual entry.
Improve data quality: The more fields you map, the more comprehensive your customer profiles will be in both systems.
Navigate to the Company field mappings section in your integration settings.
For each e-conomic field:
The default HubSpot field will be shown (if applicable).
Click "Edit" to change the mapping or "Delete" to remove it.
To add a new mapping:
Use the search bar to find specific fields quickly.
If a field doesn't exist in HubSpot, click "Create Property" to add a new custom property.
Key fields to prioritize include:
Customer Name (mandatory field)
CVR Number (or equivalent business identifier)
Phone number
Address
After setting your preferred mappings, save your changes.
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.
Need help?
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support@cloudify.biz
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