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Once you are done configuring the settings in the Integrations area remember to click SAVE to apply the changes.
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IMPORTANT: Saving the integration settings with the connections and synchronization settings enables will start the sync between the two systems immediately.
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Once you are ready to set up your custom mapping click on the + icon to create a custom mapping
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Sync cycles are shown in chronological order with breakdowns for how many records were synced in either direction and the sync status. Let's take a look at each section of the sync run info:
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Image: Shows recent sync runs for a one way sync from Hubspot to SugarCRM
Job started at: Displays the date and time the sync cycle began
Steps progress: Shows the steps that the sync cycle needs to process in order to complete each sync cycle. The Steps listed here may vary depending on your integrations configuration. Completed processes are indicated with a check mark symbol.
Records statistics: The looking glass icon next to each entry allows you to drill into the specific Sync Log entries for the events processed in that section of the sync run. For example, if you see that 120 accounts were synced from Hubspot → Bridge → SugarCRM then you can drill in to see the individual sync logs for each of the 120 company records that were processed.
Importing to bridge: Shows the number of records that were imported into the Hubspot bridge to be processed.
Exporting from bridge: Shows the number of records the Hubspot bridge successfully exported (created or updated) in the target instance (Hubspot or Sugar)
Status: Displays the status of the sync run. this will indicate if it Finished, Completed with errors or is in the process of Running. An info tooltip icon may provide additional info as necessary.
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A. The Sugar-Hubspot integration only supports the synchronisation of Accounts, Leads, Contacts and Target lists. Synchronising other records may be possible with customisation of the Hubspot bridge, please contact your Faye Account executive or sales@fayebsg.com if you are interested in a estimate for custom work.
Q. I’m seeing “Parent account not found” errors when syncing Contacts, what does that mean?
A. When syncing a new Contact from Sugar to Hubspot information including the Contacts related Account name is passed. If you get this error it is likely because the contacts related account does not exist in Hubspot for some reason, i.e.
The corresponding Company record may have been deleted in Hubspot
The Contacts Account may have attempted to sync to Hubspot but failed to create there due to some error.
Example scenario: Elon Musk of Tesla
Tesla account was marked to sync but failed to create in HS because of a field mapping error.
Elon Musk was also marked to sync so it tried to sync him after the account, when it did no company record was found for Tesla and a “Parent not found” error returned.
Q. An account is not syncing because of a “domain: "parkerindustries.net[unset]" is an invalid domain” error
A. When synchronising Sugar Account records to Hubspot the website value is passed to the Companies “domain” field. Unlike the website field in Sugar that will accept almost any text string the domain field in Hubspot expects well formatted values. In this case a “domain is invalid” error is returned because the website value being passed includes some invalid formatting on the end “parkerindustries.net[unset]".
In this example if the Sugar records website value is corrected to parkerindustries.net then it should synchronize fine the next time it tries.