HubSpot Company to SAP Business One Partner
First published on: 08/10/2023/6:54 pm
Workflow Description
In this workflow, a scheduled job will call HubSpot at regular intervals (configurable) to retrieve companies created or updated since the last job run.
For each company found, the workflow will check if the company exists as a business partner in SAP Business One by comparing the HubSpot company ID to UDF 'U_V33SB_EXTBPID' on the SAP Business One business partner.
If it exists, it will be updated. If it doesn't exist, a new business partner will be created and the HubSpot company ID saved to the UDF.
Workflow Diagram
Mapping
The following mapping will be applied:
HubSpot Company |
SAP Business One Business Partner |
Comments / Hardcoded Values |
---|---|---|
id |
OCRD.CardCode |
‘H’ + id |
properties/name |
OCRD.CardName |
|
properties/phone |
OCRD.Phone1 |
|
properties/website |
OCRD.Website |
|
id |
OCRD.U_V33SB_EXTBPID |
|
|
CRD1.AddressName |
‘BillTo’ |
properties/address |
CRD1.Street |
|
properties/zip |
CRD1.ZipCode |
|
properties/city |
CRD1.City |
|
properties/country |
CRD1.Country |
|
properties/state |
CRD1.State |
|
|
CRD1.AddressType |
‘B’ (to indicate Billing Address) |
|
CRD1.AddressName |
‘ShipTo’ |
properties/address |
CRD1.Street |
|
properties/zip |
CRD1.ZipCode |
|
properties/city |
CRD1.City |
|
properties/country |
CRD1.Country |
|
properties/state |
CRD1.State |
|
|
CRD1.AddressType |
‘S’ (to indicate Shipping Address) |
Last modified: 08/30/2024/1:43 pm |
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