Overview

Installation

Connect Business Central

Choose Your Subscription Plans

Invoice/Order Sync Rules

Customer Search Rules

Product Sync Rules

Assign Template to a Customer on BC

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Order Settings

Get the Most Out of the App

FAQs - Frequently Asked Questions

Data Flow between Business Central and HubSpot

Best Practices and Support

HubSpot Business Central

Getting the Most Out of the App

FAQs - Frequently Asked Questions

FAQs - Frequently Asked Questions

IMPORTANT: Always check the Notes section in your HubSpot deal to view the status of your integration run

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into Business Central invoices or orders

  • Keep your HubSpot and Business Central product and customer data in sync

  • Automate further with HubSpot Workflow actions

  • View financial information directly in HubSpot

  • Track sync status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into Business Central invoices or orders

  • Keep your HubSpot and Business Central product and customer data in sync

  • Automate further with HubSpot Workflow actions

  • View financial information directly in HubSpot

  • Track sync status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into Business Central invoices or orders

  • Keep your HubSpot and Business Central product and customer data in sync

  • Automate further with HubSpot Workflow actions

  • View financial information directly in HubSpot

  • Track sync status in your deal notes

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?

Q: I have installed the app, but how do I create the invoice/order now?

Q: I have installed the app, but how do I create the invoice/order now?

Q: I have installed the app, but how do I create the invoice/order now?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: I don't have access to HubSpot Workflows. What should I do?

Q: Will the invoice/order be directly sent to my customer after it is created?

Q: Will the invoice/order be directly sent to my customer after it is created?

Q: Will the invoice/order be directly sent to my customer after it is created?

Q: I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders in Business Central from HubSpot?

Q: I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders in Business Central from HubSpot?

Q: I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders in Business Central from HubSpot?

Q: I am unable to import my Business Central customer and product data to HubSpot with this application

Q: I am unable to import my Business Central customer and product data to HubSpot with this application

Q: I am unable to import my Business Central customer and product data to HubSpot with this application

Q: What if my HubSpot customer is not present in Business Central? Will the integration work?

Q: What if my HubSpot customer is not present in Business Central? Will the integration work?

Q: What if my HubSpot customer is not present in Business Central? Will the integration work?

Q: What if my HubSpot product is not present in Business Central? Will the integration work?

Q: What if my HubSpot product is not present in Business Central? Will the integration work?

Q: What if my HubSpot product is not present in Business Central? Will the integration work?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if I don't want to manually go to each company or contact and update it?

Q: What if I don't want to manually go to each company or contact and update it?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order?

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order?

Q: I have connected my Business Central account to HubSpot but I can't see the created invoice/order in Business Central

Q: I have connected my Business Central account to HubSpot but I can't see the created invoice/order in Business Central

Q: I have connected my Business Central account to HubSpot but I can't see the created invoice/order in Business Central

Q: How can I re-run failed integration attempts?

Q: How can I re-run failed integration attempts?

Q: How can I re-run failed integration attempts?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: Will I be charged if the integration fails due to a setting error at my end?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Q: I have moved the deal from one stage to another, but the invoice/order is not yet created.

Q: I have moved the deal from one stage to another, but the invoice/order is not yet created.

Q: I have moved the deal from one stage to another, but the invoice/order is not yet created.

Q: The generated invoice/order is missing some information, how can I correctly update this information?

Q: The generated invoice/order is missing some information, how can I correctly update this information?

Q: The generated invoice/order is missing some information, how can I correctly update this information?

Q: How do I update the booked invoice data from Business Central in HubSpot?

Q: How do I update the booked invoice data from Business Central in HubSpot?

Q: How do I update the booked invoice data from Business Central in HubSpot?