HubSpot Quote to SAP Business One Quote
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 quotes created or updated since the last job run.
The integration process will check if the quote exists in SAP Business One by comparing the HubSpot quote ID to the U_V33SB_EXTQUOTEID UDF on existing sales quotes.
If it exists, it will be updated.
If it doesn't exist, a new quote will be created for a specific default business partner.
Workflow Diagram
Mapping
The following mapping will be applied:
|
HubSpot Quote |
SAP Business One Quote |
Comments / Hardcoded Values |
|---|---|---|
|
Header |
||
|
properties/hs_createdate |
OITM.DocDate |
|
|
properties/hs_createdate |
OITM.DocDueDate |
|
|
|
OITM.CardCode |
Default BP |
|
id |
OITM.U_V33SB_EXTQUOTEID |
|
|
Lines |
||
|
|
ITM1.ItemCode |
Lookup by Product Code UDF on the Item master. |
|
properties/quantity |
ITM1.Quantity |
|
|
properties/amount |
ITM1.Price |
|
|
|
ITM1.Currency |
$ (default) |
|
properties/hs_quote_amount |
ITM1.LineTotal |
|
Assumptions
- Custom fields identified in the mappings will be created in HubSpot.
- The client must provide the default business partner code.
|
Last modified: 08/30/2024/1:44 pm |