Integration with HubSpot: Configuration Prerequisites

Before you start to set up integration between HubSpot and MYOB Acumatica, you must be sure that your HubSpot subscription meets the requirements and the system has been configured properly, as described in the following sections.

Checking Requirements

For successful integration of MYOB Acumatica with HubSpot, make sure that your organization uses one of the following Marketing Hub subscriptions in which the Lists feature is included:

• Starter
• Professional
• Enterprise

For more information about these subscriptions, see HubSpot Marketing Software Pricing.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, the HubSpot Integration feature (under the Third Party Integrations group of features) must be enabled. By enabling this feature, you can use different units of measure as base, sales, and purchase units for item classes and stock items.

Configuring the System

On the Customer Management Preferences (CR101000) form, make sure that the basic customer management settings have been specified.