Synchronise Younium Orders to Hubspot

Getting started

Please review the requirements to use custom objects in HubSpot: https://knowledge.hubspot.com/crm-setup/use-custom-objects

Hubspot requires a "Private app" to be able to integrate with Custom objects, the other parts of the Hubspot integration is using Younium Public App which is automatically installed and maintained by Younium. 

If you have multiple legal entities in Younium, you need to have unique number sequences for Orders and Order charges. This is because Order Number and Order Charge Number are the keys between Younium and Hubspot in this integration. If you already have multiple legal entities with the same number sequences, please contact Younium support who can help to migrate to unique prefixes.

 

Create a private app

The private app is required to get API credentials that Younium can use to synchronize data with the custom Hubspot objects.

 

Add the scopes shown in the picture.

Now copy the private access token found in Hubspot (Press Show token -> Copy) and head over to your Younium environment. After selecting the right entity (if multiple) go to Settings -> Enabled Integrations -> Hubspot and enter it in to the "Private access token" field as seen below (you have to press "EDIT" before this field becomes visible)

Intergration-settings-accesskey.png

Make sure you go down and press "SAVE" after pasting the access token into the field.

The private access token is needed to interact with Custom Objects in Hubspot.

The first time you click “Export orders” in Younium, Younium will create 2 Custom objects in HubSpot, “Younium Order” and “Younium order charge”. Each order in Younium will then be exported to HubSpot and mapped to a “Younium order” custom object, the same for each charge on the order.

Younium only export the latest order version and order charge version.

 

Accessing the data in HubSpot

You find the custom objects in your HubSpot menu:

 

Since Younium a Younium Order is related to a Company, you can also see this data in the Company itself:

By clicking the Order number, you access the Order record and you get a table with the Order charges:

You can in these table configure what columns you want visible.

 

Automatic synchronisation

Order can be synched with a scheduled job:

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