SAP Business One Business Partner to HubSpot Company and Contact
First published on: 08/10/2023/6:54 pm
Workflow Description
In this workflow, a scheduled job will run at regular intervals (configurable) to retrieve new SAP Business One business partner updates since the last job run.
The workflow will check the business partner UDF ‘U_V33SB_EXTBPID’, which contains the HubSpot company ID.
If the UDF is populated, an update will be performed. If not, a new company will be created in HubSpot and the associated ID saved back to the UDF on the business partner master in SAP Business One.
For each active contact on the business partner record, UDF ‘U_V33SB_EXTCONTACTID’ will be checked.
If populated, the existing HubSpot contact will be updated. If not, a new HubSpot contact will be created for the company and the associated ID saved back to the UDF on the SAP Business One business partner contact.
Workflow Diagram
Mapping
The following mapping will be applied:
|
SAP Business One Business Partner |
HubSpot Company |
Comments / Hardcoded Values |
|---|---|---|
|
OCRD.CardCode |
b1cardcode |
|
|
OCRD.CardName |
name |
|
|
OCRD.Phone1 |
phone |
|
|
OCRD.Address |
address |
|
|
OCRD.City |
city |
|
|
OCRD.BillToState |
state |
|
|
OCRD.ZipCode |
zip |
|
|
OCRD.Country |
country |
|
|
OCRD.Website |
website |
|
|
SAP Business One (Business Partner Contact) |
HubSpot (Contact) |
Comments / Hardcoded Values |
|---|---|---|
|
CRD1.Name |
sap_name |
|
|
CRD1.InternalCode |
sap_internal_code |
|
|
CRD1.DateOfBirth |
Date_of_birth |
|
|
CRD1.FirstName |
firstname |
|
|
CRD1.LastName |
lastname |
|
|
CRD1.E_Mail |
|
|
|
CRD1.mOBILEpHONE |
mobilephone |
|
|
CRD1.Phone1 |
phone |
|
|
CRD1.Fax |
fax |
|
|
CRD1.Address |
address |
|
Assumptions
- Custom fields identified in the mappings will be created in HubSpot.
|
Last modified: 08/30/2024/1:43 pm |