Select the sync's search parameter, which determines which field in HubSpot will be used to search for customers in Tripletex.
Go to the Tripletex customer number preference section. You have two options to sync customer numbers. Based on your business needs, you can choose any one option. You can create a new customer only if they are not found in Tripletex.
Select the option "Let Tripletex create the customer number" if you want to auto-generate the Tripletex customer number when a new customer is created. Then select the field where you want to store the customer number in HubSpot.
Select the option "Take Tripletex customer number from HubSpot" if you want to use any field from HubSpot to populate the customer number in Tripletex.
Company field mappings
You can add new mappings for the fields you want to populate from HubSpot to Tripletex when creating a new customer by clicking Edit mapping under Actions in the right panel. Some fields are mapped by default.
