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Using these buttons will check/uncheck the “Sync to Hubspot” field on all records in SugarCRM. If you only want some records to sync downstream, i.e. only “Customer” records then consider updating the field manually or via Process definitions in SugarCRM.
Integration Stats For Last 15 days
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Synchronizing all Sugar records from Sugar to Hubspot may take a long time to complete the first time you do it and may delay new records coming back form Hubspot to Sugar until it is completed. Exactly how long will depend on how many records are marked to sync.
Integration Stats For Last 15 days
Daily statistics for the past 15 days are also displayed on the dashboard allowing you to see, by day, how many records or each kind have synced in each direction. Any high level errors will also appear here also.
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Connection Settings:
License Key: This key is provided by a member of the Faye team.
License Information: Displays information relating to the License key you currently have listed.
Hubspot API Key: This needs to be provided from the target Hubspot account that will be integrated with SugarCRM. Needed for the integration to connect to and authentication with Hubspot.
SugarCRM Instance URL: The web address of the target SugarCRM instance that will be integrated with Hubspot.
SugarCRM Username: Username of an admin level user in the target SugarCRM
SugarCRM Password: Password of that same admin level user in the target SugarCRM
Synchronization Frequency: Set here the frequency that the Hubspot bridge should attempt to synchronize for changes. We recommend every 10 or 30 mins, the option of “every minute” should be reserved for testing purposes.
Last Synchronized At: Shows the date and timestamp of the time the Hubspot bridge attempted to run the synchronization.
Synchronization Settings:
Synchronize Accounts: Check this box if you wish to synchronise accounts (companies) between the two systems. Checking this option will provide additional selection choices:
Sync Direction: Choose your sync preference for Accounts/Companies records.
Bi-directional
SugarCRM To Hubspot Only
Hubspot To SugarCRM Only
Master System:
Hubspot
SugarCRM
Synchronize Leads and Contacts: Check this box if you wish to synchronise Leads and Contacts between the two systems. Checking this option will provide additional selection choices:
Sync Direction: Choose your sync preference for Accounts/Companies records.
Bi-directional
SugarCRM To Hubspot Only
Hubspot To SugarCRM Only
Master System:
Hubspot
SugarCRM
Sync Hubspot Contacts to Sugar: When hubspot contacts are synced to Sugar the bridge will attempt to match them to existing records in the Leads or Contacts module in Sugar depending on your selection here. If no match is found it will create a record of that type.
Leads
Contacts
Hubspot Contact Lists: Check this if you plan to synchronize Sugar Target lists one way to Hubspot.
User Settings:
User Timezone: Select here your time zone preference for when looking at timestamps int he Hubspot Bridge dashboard and logs.
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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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Export all to CSV: Allows you to download the filtered list of errors (or all errors) of from the Hubspot sync logs in CSV format.
Search: the search box can be used with other filter options to further refine your search, try searching by:
Model ID: the Hubspot ID of a specific record, i.e. 7298
Module: a specific module, i.e. “Accounts” or “Contacts”
Filters: Additionally you can select one of the available filters:
All modules: returns all log entries
Only synced: returns only those entries that were confirmed to have synced
Only unsynced: returns only those entries have not yet synced
Only failed: returns only those entries that failed to sync after various attempts
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ID: unique ID of the sync log entry within the Hubspot Bridge
Direction: shows the intended direction of the specific sync log entry to Sugar or to Hubspot
Module: SugarCRM module associated with the sync log entry, i.e. Accounts, Contacts, Leads
Model ID: Unique id of the Hubspot record associated to the sync log entry
Synced: Status of the sync entry, i.e. Synced, Not synced
Number of tries: Displays the number of times the Hubspot Bridge has attempted to sync the record
Created at: Timestamp of when the hubspot bridge received the record for processing
Updated at: Timestamp of when the hubspot bridge last processed the sync request for that record
Errors: Displays details of why the sync event could not conclude
Integration Logs
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| Info |
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Keep in mind that Sync Log entries are created for each record that is imported to the bridge so when looking at the sync logs you may see “not synced” entries for records that were imported but have not yet been processed (exported) to the other system. |
Integration Logs
The integration logs go deeper again than the individual sync log, these provide additional info that relate ore to the general functioning of the Hubspot Bridge itself and the processes it runs internally to authenticate greater detail on the steps the Hubspot bridge is executing, be that the synchronization of individual records, authenticating with Hubspot and Sugar and start and stop /or the starting and stopping of internal processes.
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Where errors exposed in the sync logs are unclear it may be useful to review the integration logs for further detail. The integration logs might also be referred to if there are issues with the general function of the integration not specific to individual records.
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