Younium – HubSpot Connector Documentation

Overview

The Younium–HubSpot connector is an out-of-the-box integration that requires:

  • An active Younium subscription

  • An active HubSpot subscription

Once configured, the connector enables synchronization and data sharing between HubSpot and Younium for accounts, deals, quotes, orders, and insights.

The integration is licensed as an add-on to your Younium subscription.

Key Functionality

After setup, the connector provides the following capabilities:

  1. Account synchronization

    HubSpot companies are synced to Younium accounts.
     

  2. Create Younium Orders from HubSpot Deals

    Closed deals can be sent to Younium with one click to create subscription orders.
    Supports:

    • Flat pricing

    • Quantity-based pricing

    • Tiered pricing (license-dependent)
       

  3. Younium Quotes in HubSpot

    A Quotes widget is available on HubSpot deals.

    • Company data is transferred to Younium

    • A quote draft is created and linked to the deal
       

  4. Younium Insights in HubSpot

    A Younium Account widget appears on HubSpot companies, showing:

    • Account details

    • Orders and order charges

    • Invoices and invoice status
       

  5. Younium Orders as HubSpot Custom Objects

    ⚠ Requires a HubSpot license that supports custom objects.

    Younium subscriptions are continuously synced to HubSpot custom objects.
    These can be used for:

    • Reporting

    • Workflows

    • Triggers

Deals vs Quotes – Recommended Usage

There are two primary ways to work with the integration:

Option 1: Deals and Line Items

  • Use HubSpot deals and line items

  • Send closed deals to Younium as ready-to-bill subscriptions

  • Limited to HubSpot pricing capabilities

Option 2: Younium Quotes

  • Create and manage quotes in Younium

  • Link HubSpot deals to Younium quotes

  • Do not use HubSpot products or line items

  • Gain access to advanced pricing (e.g. tiered pricing)
     

Account Synchronization (HubSpot Company → Younium Account)

For the integration to work correctly, HubSpot companies must be synced with Younium accounts.

Before running any synchronization:

  • Existing Younium accounts should be mapped to corresponding HubSpot companies

  • This prevents duplicate accounts from being created

More about that can be found here

Creating Younium Orders from HubSpot Deals

New Orders

Orders are created using the Younium Order widget on HubSpot deals.

Required Deal Data

Before an order can be created, the deal must have:

  • Younium Legal Entity

  • Order Effective Start Date

  • Initial Term

  • Renewal Term

  • Product-mapped line items
    (The HubSpot Product Record ID must exist on a charge in Younium)

Once all required data is present, the deal can be sent to Younium, creating a draft order with header information and line items.

Tiered Pricing

Tiered pricing is available only for:

  • HubSpot Commerce Hub Professional

  • HubSpot Commerce Hub Enterprise

Supported pricing models:

HubSpot Pricing Model Younium Pricing Model
Volume-based Volume pricing (Per-unit)
Stair-step Volume pricing (Flat)
Graduated Tiered pricing (Per-unit)

Notes:

  • Tiered pricing is supported only for new orders

  • Each pricing tier and quantity break is preserved during transfer

Change Orders

Change orders (e.g. upsells) are handled using Change Order Deals in HubSpot.

A change order deal is a standard HubSpot deal with:

  • Younium change type = Change order

Required Fields for Change Orders

  • Younium change type

  • Younium order effective change date

  • Younium order number

When synced, the deal updates an existing subscription in Younium instead of creating a new one.

More info on creating change order deal is available here.

Working with Younium Quotes on HubSpot Deals

The Younium Quote widget is available on HubSpot deals and enables quote creation and management.
 

Quote for a New Subscription

  1. Click Create new Quote in the widget

  2. You are redirected to Younium

  3. If the company does not exist:

    • A Younium account is created with type Prospect

  4. The quote is linked to the HubSpot deal
     

The quote can optionally update the deal amount in HubSpot.
This behavior is configurable in the integration settings.

Quote for Subscription Changes

To create a quote for an existing subscription:

  1. Click Create Younium Quote

  2. Select the existing Younium subscription

  3. Choose Create change order quote

This creates a change order quote in Younium linked to the HubSpot deal.


More information about change order quotes in Younium is available here.

Younium Insights in HubSpot

The integration provides live Younium data in HubSpot through widgets.

Company Widget

The Younium Account widget on HubSpot companies shows:

  • KPIs

  • Orders and order charges

  • Invoices and invoice statuses

Data is fetched live from Younium.

Clicking "Orders and invoices" shows a list of the invoices, orders and order charges from the company:

Younium Orders in HubSpot

To enable reporting and workflows, Younium orders can be synced to HubSpot as custom objects.

more information is available here.

Getting Started

Requirements

  • Admin access in both Younium and HubSpot

  • Setup is performed once per environment

Sandbox Recommendation

We recommend testing the integration in sandbox environments:

  • Younium Sandbox

  • HubSpot Sandbox

Setup steps are identical to production.

For sandbox access:

  • Contact your Younium representative

  • Refer to HubSpot documentation for HubSpot sandbox access

Connecting Younium and HubSpot

Initial Setup

  1. In Younium, go to
    Settings → Enabled integrations → HubSpot

  2. Click Get Started → Connect

  3. Log in to HubSpot and select the environment

  4. Click Synchronize Younium properties to HubSpot

This creates all required properties in HubSpot.
 

We suggest that you keep your environment up to date on a regular basis as new fields and features gets released

Re-sync properties via:
Settings → Enabled integrations → HubSpot → Export Younium properties

Now the first steps of connecting Younium and HubSpot are done. The following steps will guide you to:

  • Export the HubSpot Product ID and paste that ID on the Product properties in Younium.
  • Enable and show all fields that Younium uses in HubSpot Company & Deal view.

Upon connecting Younium and HubSpot , the Younium app will have created fields that need input data (you can see these fields under field mapping) That data will then be synched from HubSpot into Younium.

Account (Company) Mapping

To map existing accounts:

  1. Add HubSpot Company Record ID to the Younium Account
     

    • Field: Record ID (Hubspot) -> Company Id (Younium)

    • Best done via CSV import
       

  2. Add Younium Account ID to HubSpot
     

    • Field: Younium Account Id (Younium) -> Younium Account Id (Hubspot)

    • Best done via CSV update in HubSpot

After initial mapping, ongoing syncs can be scheduled in Younium. 
Scheduled syncs is done as a recurring job in Younium under "Scheduled jobs" in settings.

Product Mapping

The integration supports two pricing models:

  • Flat price

  • Quantity-based price

Notes:

  • Quantity is synced only if the Younium product is a quantity product

  • Products with multiple charges are not supported

How to Find the HubSpot Product Record ID

  1. HubSpot → Settings → Data Management → Products

  2. Export products to XLSX

  3. Copy the Record ID

  4. In Younium:

    • Enable Show External CRM ID

    • Paste the Record ID into the product’s External CRM ID field

The reason why we use the HubSpot Record ID as the identifier to connect the products is that ID then becomes a one-to-many connection between several Younium Legal Entities. Meaning you can use the same HubSpot product but select which Legal Entity it should match against.

Set up the same HubSpot product in more than one Legal Entity in Younium

If you have several Legal Entities and are selling the same HubSpot product in more than one of them, follow the steps above in your first Legal Entity, and in the next Legal Entity use the same External CRM ID in your products.

Connect additional Legal Entities to HubSpot

If you have several Younium legal entities you can connect them to your HubSpot environment and use the “Younium Legal entity” setting on Company and Deal to select which Legal entity to push your products to. But before you can do that you need to enable the Legal entities in HubSpot :

  • Open HubSpot settings—> Data management—> Company properties—> Search and open Younium Legal entity—> Edit property and add an Option—> Label—> set your Legal entity name—> Internal value, Copy the IDs that are set by the initial synch of properties from Younium, paste that in a note pad
  • You will see a value that looks like this:

de4a2362-9bd3-4e05-5033-08da3d6069dc,eff9ccc4-2aee-4688-a8c5-08da3d6069d6

That’s the Legal Entity ID & Tenant ID from Younium. To be able to redirect the sync from the first Legal Entity you need to exchange the Legal Entity ID and keep the Tenant ID.

  • To get the new Legal entity ID—> Open Younium—> Reports—> New report —> Choose base data set—> select legal entity—> Select fields: ID + name, mark and copy the legal entity ID that you want to use.

  • Go to your note pad and exchange the former legal entity ID with the new one, it will then look like this:

    403ccbed-1774-49ab-742d-08da9628e556,eff9ccc4-2aee-4688-a8c5-08da3d6069d6

You will keep the Tenant ID but have the new legal entity ID in place. Now open HubSpot again and ad that ID to the field “Internal value” in the Legal entity property setting.

This step has to be repeated for the Deal:

  • HubSpot —> Settings—> Data management—> Deal properties—> Younium legal entity—> Edit property—> Add an option—> paste the Legal entity ID, Tenant ID from the steps above.

Once the above steps have been done, you can select which legal entity in Younium you want to create your order from HubSpot in via the drop down menu.
 

Legal entity properties in HubSpot

To get the synch to work a Younium legal entity must be set on each company in HubSpot. Open any company and take the following steps:

  • Press the “View all properties button” in the bottom of the “About this company” card
  • In the search field “All properties” search for “Younium legal entity” and add it to your view.
     

Deal properties in HubSpot

Certain deal data is needed by Younium to be able to create a Younium order. When setting up the connection between the two apps please make the following fields visible.

  • Press the settings cog wheel in HubSpot —>Settings—> Data Management—> Deals—> Record Customization—> Choose properties for default sidebar—> Edit.

  • Now search for the following fields and add the to the view.

    Deal

    1. Younium legal entity

    2. Younium order initial term

    3. Younium renewal term

    4. Younium auto renewal

    5. Younium order effective start date

    6. Close date

  • Press “Save” when done.

Sidenote: The associated company MUST also have a "Younium legal entity" value.

Now you’re ready to create your first order in Younium via HubSpot!

Field Mapping Overview

Standard HubSpot Company → Younium Account Mapping

Younium = Hubspot:

Account Fields:

hubspotCompanyId = "RecordId"

name = "name"

domain = "domain"

Address Fields:

street = "address"

street2 = "address2"

zip = "zip"

state = "state"

country = "country"

city = "city"

description = "description"

Custom Younium Fields in Hubspot:

orgNr = "younium_org_nr"

taxRegNr = "younium_tax_reg_nr"

invoiceEmail = "younium_invoice_email"

 

Standard HubSpot Deal → Younium Order Mapping

Younium Custom fields

Account = associatedCompanyId

Order = associatedObjectId

Hubspot deal (Hubspot → Younium)

Order.IsAutoRenewed = younium_auto_renewal

Order.RenewalTerm =  younium_renewal_term

Order.Term  = younium_initial_term

Order.Description = dealname

Order.OrderDate = closedate

Order.EffectiveStartDate = younium_order_effective_start_date

Hubspot deal line item

Order currency = hs_line_item_currency_code (must be the same of all line items)

charge.EffectiveStartDate = hs_recurring_billing_start_date

charge.BillingPeriod = properties.recurringbillingfrequency

charge.PricePeriod = properties.recurringbillingfrequency

If discount exist

orderChargeDetails.ListPrice.Amount = item.properties.hs_pre_discount_amount

orderChargeDetails.Price.Amount = item.properties.amount

If not

orderChargeDetails.Price.Amount = item.properties.amount

Its also possible to synch custom fields from Younium to Hubspot*

Hubspot Product

RecordID (hidden value in Hubspot fetched by exporting products to xls)—> External CRM ID

Quote Fields Younium from HubSpot Deal:

When creating a quote in Younium from a deal in HubSpot, the account will be created as a customer type 'prospect' if the account does not already exist in Younium. If the quote is converted to order, the account will be updated to customer type 'Customer' if not already that type.

Younium = HubSpot

Delivery Address Fields:

street = "younium_delivery_street1"

street2 = "younium_delivery_street2"

zip = "younium_delivery_zip"

state = "younium_delivery_state"

country = "younium_delivery_country"

county = "younium_delivery_county"

city = "younium_delivery_city"

 

Legal entity in Younium = "younium_legal_entity" (for creating the quote from the HubSpot deal in the correct Younium legal entity)

 

When pressing "Update HubSpot Deal" in Younium, the deal in HubSpot is updated with the TCV (Total Contract Value) on the quote.

Custom Field Mapping

Custom fields can be mapped between:

  • HubSpot Company → Younium Account

  • HubSpot Deal → Younium Quote

  • HubSpot Deal → Younium Order

Steps

  1. Create the field in HubSpot

  2. Create the same field in Younium

  3. Map the field in Younium integration settings

Supported field types (Younium -> Hubspot):

  • Text -> Single-line text

  • Number -> Number

  • Checkbox -> Single checkbox

  • Date -> Date picker

  • List -> Dropdown select

⚠ For list fields, HubSpot Internal Value must match Younium list values.

 

2.

Create the field with the same field type as the field in HubSpot, and enter the internal name from the HubSpot to the key of the field in Younium.

If you create a list field, make sure that the values of the list items in your list in Younium are the same as the Internal Value of the values in the dropdown select in HubSpot. 
The mapping is "Internal Name" in HubSpot to "Value" in Younium for list items.

See example below.

 

3.

Enter the key/internal name into the field in HubSpot settings, found in Settings->Integrations->HubSpot->Map HubSpot Custom Fields

 

Example of a custom field with the type list mapped HubSpot-Younium:

HubSpot:




Account overview in Hubspot

 




 

Younium:

Custom field list found in Settings -> General -> Custom field lists

 

 

 

Custom fields found in Settings -> General -> Custom fields

 

 

 

Hubspot integration mappings found in Settings -> Integration -> Hubspot

 




Account results after syncing

 

 

Known Limitation

HubSpot displays labels, while Younium displays internal values.
To avoid confusion, use the same value for both label and internal value in HubSpot.

In this case, it can be confusing: under the account in HubSpot you’ll see “321”, while in Younium you’ll see “123.” The current workaround is to set the Internal Name and Label to the same value in HubSpot so it matches what you see under the account in Younium. You can, of course, keep different values if you wish—just be aware that you will see two different values depending on which platform you’re working in.

 

Example: Mapping of Payment term from Hubspot to Younium

To map Payment term from Hubspot company to Younium Account perform the following two tasks:

1. Add custom property of type list in Hubspot for the payment term options

The "Internal value" should match the "Name" field for the payment terms in Younium. You find the list of payment terms in Younium at Settings > Accounts receivable > Payment terms:

 

2. Add the custom mapping in Younium

Map the payment term property in Hubspot to the payment term name field in Younium:

Go to Settings > Integrations > Hubspot. Click "Add" under "Company/Account custom mappings":

After clicking "Save" the payment term will be part of the company synching between Hubspot and Younium.