General
Sales orders are called deals in HubSpot and are like all GET-flows in HubSpot retrieved based on the last date they were modified. The deals that match the pipeline (and the deal stage when set in the setting) are retrieved first. The APIcenter than processes those deals and collects all ids. With the ids all associated items for all deals are retrieved in batch to prevent any unnecessary requests. This means that in only 4 requests all associated companies, contacts, order lines and products related to the order lines are retrieved
Order types
Orders are supported. The type of order depends on what the target application supports. More information about different order types can be found here.
Important settings
- Amount to process
The amount of orders we try to sync at once. Always check if the target system can handle the amount of data.
- Specify the Date from which you want to retrieve Orders
Determines the date from which orders are retrieved based on the modified date.
- Pipeline name to set
This setting is used to see if it is a valid pipeline by doing a request to retrieve the pipelines and will try to find the given pipeline in the results by looking for any pipeline that has either the name or label that matches the setting value. If it can’t be found the flow will abort and throw an exception.
- Deal stage name to set
a method or property used to update the deal stage of a deal (also known as an opportunity) in HubSpot's CRM system.
Datamapper
Per default APIcenter supplies a mapping that makes sure you can send orders towards the target application. You can also make adjustments to this yourself.
Default fields that are mapped are for example:
- Customer Name
- Billing address street
- Number
- Postalcode
- City
- Country
- Shipping address street
- Number
- Postalcode
- City
- Country
- SKU
- Quantity
- Price
The ordernumber is by default mapped against the id field in the default mapping to provide an understandable order id.
More information about data mapping can be found here.