Integration with HubSpot: To Schedule Synchronization Processes

In this activity, you will learn how to schedule the synchronization of entities between HubSpot and MYOB Acumatica.

System Preparation

Launch the MYOB Acumatica website, and sign in to the necessary tenant.

Step 1: Scheduling the Real-Time Synchronization

The real-time synchronization process runs all the time; however, in certain cases, it can be interrupted. For these cases, an automated restarting of the process should be scheduled as follows:

  1. Open the HubSpot Sync (HS205030) form.
  2. In the table, select the unlabeled check box in the row of each entity for which you want to schedule synchronization.
  3. On the form toolbar, click Schedules > Add.

    The Automation Schedules (SM205020) form opens.

  4. In the Description box of the Summary area, specify a brief description of the schedule.
  5. In the Action Name box, select Start.
  6. On the Details tab, in the Starts On box, make sure the date when the schedule has to start running is selected.
  7. On the Schedule tab, in the Schedule Type section, make sure the Daily option button is selected.
  8. In the Execution Time section, in the Every box, specify how often you want the schedule to run.
    Note: We recommend that you specify five or ten minutes for this schedule.
  9. On the form toolbar, click Save & Close.

Step 2: Scheduling the Synchronization of the Out-of-Sync Data

Do the following to schedule the synchronization of data that has become out of sync:

  1. Open the HubSpot Data Resync (HS205035) form.
  2. In the Sync to Start box of the Selection area, select Failed & Missed Data Resync.
  3. In the table, select the Included check box in the row of each entity for which you want to schedule synchronization.
  4. On the form toolbar, click Schedules > Add.

    The Automation Schedules (SM205020) form opens.

  5. In the Description box of the Summary area, specify a brief description of the schedule.
  6. In the Action Name box, select Process.
  7. On the Details tab, in the Starts On box, make sure the date when the schedule has to start running is selected.
  8. On the Schedule tab, in the Schedule Type section, make sure the Daily option button is selected.
  9. In the Execution Time section, in the Every box, specify how often you want the schedule to run.
    Note: We recommend that you specify five or ten minutes for this schedule. If many errors occur on the initial Full Data Resync process, we recommend that you run the resynchronization process less often (for instance, every hour) until the errors are eliminated.
  10. On the form toolbar, click Save & Close.
  11. When you are returned to the HubSpot Data Resync form, in the Sync to Start box of the Selection area, select Full Data Resync.
  12. On the form toolbar, click Schedules > Add.

    The Automation Schedules form opens.

  13. On the Details tab, in the Starts On box, make sure the date when the schedule has to start running is selected.
  14. On the Schedule tab, in the Schedule Type section, make sure the Daily option button is selected.
  15. In the Execution Time section, in the Starts On and Stops On box, specify when you want the schedule to run.
    Note: We recommend that you set this schedule to run every day during the business' off-hours.
  16. On the form toolbar, click Save & Close.