HubSpot Sync State

Form ID: (HS205041)

You use this form to review information about the current status of data synchronization between HubSpot and MYOB Acumatica. Also, on this form, you can start the synchronization process for particular records in the table or for all listed records.

This form is available in the system only if the HubSpot Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Sync Initiates the synchronization process for the records that you have selected in the table.
Sync All Initiates the synchronization process for all records listed in the table.
Reset Sync

Removes the synchronization records for which the unlabeled Included check box is selected in the table.

MYOB Acumatica treats a reset record with a reset status as a record whose data has not been modified or synchronized with HubSpot. Thus, after you invoke this action, the records that were selected are excluded from the list on this form.

Selection Area

You use the elements in this area to specify selection criteria for the records to be displayed in the table.

Element Description
Entity The entity type of the records to be listed in the table. The following options are available: All (default), Business Account, Contact, Lead, and Marketing List. If you select any of these options except All, the table will include only records with the selected value in the Entity column (if they meet other selection criteria).
Status The status of the records that you want to be listed in the table. The following options are available:
  • Any (default): All modified records are listed in the table regardless of the status.
  • Pending Sync: Only records pending synchronization are listed in the table (that is, those with the Pending Sync status).
  • Synchronized: Only records whose data has been synchronized are listed in the table (that is, those with the Synchronized status).
  • Skipped: Only those records are listed in the table that have been skipped during the latest synchronization process because they meet the source or target restrictions specified for the related integration scenario. That is, only those records with the Skipped status are listed in the table.
Errors Only A check box that indicates (if selected) that the table will include only the records that failed to synchronize during the latest attempt because of some error. If this check box is selected, the table will include only records with a value in the Error column (if they meet other selection criteria). By default, the check box is selected.

Table

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column Description
Selected An unlabeled check box that indicates (if selected) that synchronization will be initiated for records of a particular type if you click Sync on the form toolbar.
Entity The MYOB Acumatica entity that is synchronized with HubSpot.
Document The display name of the record, which is a clickable link to the MYOB Acumatica entity synchronized. If you click the link, the system opens the entity record in a new browser tab.
Record ID The identifier of the synchronization state record in MYOB Acumatica.
Modified The date and time when the record data was modified in MYOB Acumatica.
Ext. Ref. The external reference to the corresponding record in HubSpot. The number is a clickable link to the HubSpot record that was synchronized. If you click the link, the system opens the HubSpot record in a new tab.
Note:
To use this column, you must set the PortalID parameter on the Data Providers (SM206015) form.
Ext. Modified The date and time when the record data was modified in HubSpot.
Status The current status of the synchronization.
Last Modified In The system, where the data was modified last (MYOB Acumatica or HubSpot).
Last Operation The type of operation that modified the record data. The following options are available: Update, Delete, and Insert.
Note:
If a synchronized record has been deleted on the HubSpot server, it will not be deleted in MYOB Acumatica when synchronized.
Error The error message displayed for this record if synchronization has failed.
Attempt Made The number of synchronization attempts made for this record.
Last Sync Attempt The date and time of the latest synchronization attempt.
Raw Error The unprocessed error message as it was received by the system for a record that failed the synchronization process.