Hubspot

How do I map custom fields from HubSpot to QuickBooks?

Our software will capture any non-default property that's populated with a value on a deal.

What steps must I perform?

To map custom fields, you must perform these steps:

  1. Create a custom field in QuickBooks.
  2. Get the API field name from HubSpot. Each field has a label and a API field name, which is a unique identifier. A field could be called subscription level, but have an API field name of subtype. 
  3. Create a rule to map the field.
  4. Test the mapping.

Syncing custom fields from QuickBooks to HubSpot is unavailable at this time. Please contact us, if you require this mapping.

QuickBooks Desktop Custom Field

In this example, we will create a custom field called dealtype:

  1. In QuickBooks, click customers > customer center.
  2. Open a customer.
  3. Under additional info, click define fields.
  4. Create a field called dealtype:

Get API Name

To map out the properties, perform the following steps:

  1. Login to HubSpot.
  2. Click on Sales > Deals.
  3. Click on a deal.
  4. Click view all properties:
  5. Click manage properties.
  6. In the search, enter the field you wish to map.
  7. Next to the field, click edit:

  8. On the right of the window, click the icon. Note the internal name:

Map Custom Field to QuickBooks

Here are the steps:

  1. Login to Connex, and click on rules engine > my rules.
  2. Click add new rule.
  3. Follow these steps:

What type of rule should we create?:  Choose map custom field to another custom field. Click advance.

What do you want to call this rule?: Call it Map HubSpot dealtype

What is the original field name?: dealtype

The map to value is the label field from QuickBooks:

What is the name of the custom field it will be assigned to?: dealtype

Here is the end result:

The following is a table of common HubSpot-to-QuickBooks field mappings

HubSpot internal field name QuickBooks equivalent field
   
hs_createdate Order Creation Date
billing_firstname__c Billing Address First Name
ship_date Order Ship Date

Test Rule

Here are the steps:

  1. On the left, click orders > order previewer.
  2. Select HubSpot.
  3. Using the date fields, enter the date of the deal. If the deal was placed on 12/14, enter 12/14 - 15.
  4. Click preview.
  5. Under mapped custom fields, you will see dealtype.

Sync Sale

Here are the steps:

  1. On the left, click dashboard.
  2. Click manual sync.
  3. Adjust the date range.
  4. Click submit.
  5. If you use QuickBooks Desktop and the web connector 2.0, run your web connector. If you use QuickBooks Online or web connector 3.0, wait for the sync to complete. You will see a green message indicating success.
  6. Refresh the page and view the logs.