Integration with HubSpot: To Synchronize Accounts

System Preparation

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

Step 1: Verifying the Account Import Scenario

To verify and modify (if necessary) the import scenario used for accounts, do the following:

1. Open the Import Scenarios (SM206025) form.
2. In the Name box of the Summary area, select Import Accounts From Hubspot.
3. In the Provider box, make sure that the correct provider is selected.
4. On the Mapping tab, make sure that the specified settings are correct; modify them if necessary.
5. On the Source Restrictions tab, check the restrictions, and change them if necessary.
6. On the form toolbar, click Save.

Step 2: Verifying the Account Export Scenario

To verify and modify (if necessary) the export scenario used for accounts, do the following:

1. Open the Export Scenarios (SM207025) form.
2. In the Name box of the Summary area, select Export Accounts to HubSpot Realtime.
3. In the Provider box, make sure that the correct provider is selected.
4. On the Mapping tab, make sure that the specified settings are correct; modify them if necessary.
5. On the Source Restrictions tab, check the restrictions, and change them if necessary.
6. On the form toolbar, click Save.

Step 3: Configuring the Real-Time Synchronization Profile for Accounts

Configure the real-time synchronization for accounts as follows:

1. Open the HubSpot Sync (HS205020) form.
2. In the table, add a new row, and do the following in the row:
   1. In the Entity column, select Business Account.
   2. In the Import Scenario column, select Import Accounts From Hubspot.
   3. In the Export Scenario column, select Export Accounts to HubSpot Realtime.
   4. In the Number of Attempts column, select the appropriate maximum number of attempts the system will make to restart synchronization after it has failed.
   5. In the Master Source column, select the source system.
3. On the form toolbar, click Save.

Step 4: Verifying the Synchronization

Verify the systems are correctly integrated with each other as follows:

1. Open the Business Accounts (CR303000) form, and create an account.
2. On the table toolbar of the HubSpot tab, click Sync with HubSpot.
3. Go to the HubSpot instance, and verify that the account exists in the system.
4. In HubSpot, modify any value for the account.
5. In MYOB Advanced, return to the Business Accounts form. On the table toolbar of the HubSpot tab, click Sync with HubSpot.
6. Verify that the value modified in HubSpot has been also modified in MYOB Advanced.

Step 5: Synchronizing Out-of-Sync Data

Do the following to synchronize the 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 Full Data Resync.
3. In the table, select the Included check box in the row of the Business Account entity.
4. On the form toolbar, click Process.
   Attention: The process may be time-consuming if a large number of records is involved.

Step 6: Starting the Real-Time Synchronization Process

To start the real-time synchronization, perform the following instructions:

1. Open the HubSpot Sync (HS205030) form.
2. In the table, select the Included check box in the row of the Business Account entity.
3. On the form toolbar, click Start.

You can create a schedule to run the synchronization processes automatically. For details, see Integration with HubSpot: To Schedule Synchronization Processes.