Integroidut kentät

Integraatio siirtää uusia ja muuttuneita tietoja heti HubSpotista Severaan ja 5 minuutin välein Severasta HubSpotiin.

Siirrettävät tiedot:

Companies/Customers (Yritykset/Asiakkaat)
Contacts (Yhteyshenkilöt)
Deals/Sales cases/Projects (Kaupat/Myyntityöt/Projektit)
Activities (Aktiviteetit)
Resource allocations (Resursointi)
Billing (Laskutus)
Line items/Project fees (Rivitiedot/Maksuerät)

Companies/Customers

Peruskenttien lisäksi integraatio osaa synkronoida myös asiakasryhmät ja lisäkentät.

Severa label	HubSpot label	HubSpot internal name	Direction
Customer name	Company name	name	S <> H
VAT number	VAT number	severa_vat_number	S <> H
Account owner	Company owner	hubspot_owner_id	S <> H
Customer number	Company number	severa_customer_number	S <> H
Description	Description	description	S <> H
Industry	Industry (Severa)	severa_industry	S <> H
Annual revenue	Annual Revenue	annualrevenue	S <> H
Number of employees	Number of Employees	numberofemployees	S <> H
Website	Website URL (& Company Domain Name)	website (& domain)	S <> H
Email	Email	severa_customer_email	S <> H
Address	Street Address Street Address 2	address address2	S <> H
Postal code	Postal Code	zip	S <> H
City	City	city	S <> H
Country	Country/Region	country	S <> H
Telephone	Phone Number	phone	S <> H
eInvoice address	eInvoice address	severa_einvoice_address	S <> H
eInvoice operator code	eInvoice operator code	severa_einvoice_operator	S <> H
Invoice template	Invoice template	severa_customer_invoice_template	S <> H
Invoice language	Invoice language	severa_customer_language	S <> H
Price list	Price list	severa_customer_pricelist	S <> H
Payment terms	Payment terms	severa_customer_payment_terms	S <> H
Overdue interest	Overdue interest	severa_customer_overdue_interest	S <> H
Default invoicing VAT	Default invoicing VAT	severa_customer_vat_percentage	S <> H
Reverse charge	Reverse charge	severa_customer_is_tax_free	S <> H
Reverse charge description	Reverse charge description	severa_customer_tax_free_description	S <> H
Active/Inactive	Inactivated in Severa	severa_customer_is_inactive	S > H
Customer updated	Inactivated date	severa_customer_inactive_date	S > H
HubSpot customer id	Severa customer id	severa_customer_id
HubSpot customer url	Severa customer url	severa_customer_url
	Severa address id	severa_address_id
	Error message	customer_error_messages
Market segment group name	Market segment group name	custompropertyN	S <> H
Custom field name	Custom field name	custompropertyN / HubSpot internal name	S <> H

Contacts

Koska Severaan ei saa luotua uusia lisäkenttiä yhteyshenkilölle, on kontaktitasolla kenttien siirto rajallinen.

Severa label	HubSpot label	HubSpot internal name	Direction
First name	First Name	firstname	S <> H
Last name	Last name	lastname	S <> H
Title	Job Title	jobtitle	S <> H
Phone	Phone Number	phone	S <> H
Mobile Phone	Mobile Phone Number	mobilephone	S <> H
Email	Email	email	S <> H
Role	Role	severa_contact_role	S <> H
Keywords	Keywords	severa_contact_keywords	S <> H
Description	Description	contact_description	S <> H
Language	Preferred language	hs_language	S <> H
Active/Inactive	Inactivated in Severa	severa_contact_active_status	S > H
Contact updated	Inactivated date	severa_contact_inactive_date	S > H
HubSpot contact id	Severa contact id	severa_contact_id
	Error message	contact_error_messages

Deals/Sales cases/Projects

Peruskenttien lisäksi integraatio osaa synkronoida myös avainsanat ja lisäkentät.

Severa label	HubSpot label	HubSpot internal name	Direction
Project name	Deal name	dealname	S <> H
Sales person	Deal owner	hubspot_owner_id	S <> H
Project manager	Project manager	project_manager	S <> H
Business unit	Business unit	business_unit	S <> H
Cost center	Cost center	severa_cost_centers	S <> H
Project number	Project number	severa_project_number	S <> H
Project value	Amount	amount	S <> H
Pipeline (custom field)	Pipeline	pipeline	S <> H
Sales status	Deal Stage	dealstage	S <> H
Probability	Deal probability	hs_deal_stage_probability	S <> H
Expected order date	Close Date	closedate	S <> H
Lead source	Lead source (Severa)	severa_lead_source	S <> H
Currency	Currency	deal_currency_code	S <> H
Description	Description	description	S <> H
Start date	Project start date	project_start_date	S <> H
Deadline	Project deadline	project_deadline	S <> H
Work hour estimate	Work hour estimate	project_work_amount	S << H
Project members	Project members	project_workgroup	S << H
Price list	Price list	severa_project_pricelist	S <> H
Project status	Project status	severa_project_status	S <> H
Our reference	Our reference	severa_project_our_reference	S <> H
Your reference	Your reference	severa_project_your_reference	S <> H
Order number	Order number	severa_project_order_number	S <> H
Payment terms	Payment terms	severa_project_payment_terms	S <> H
Invoice template	Invoice template	severa_customer_invoice_template	S <> H
Invoice notes	Invoice notes	severa_project_invoice_notes	S <> H
Keywords	Keywords	severa_project_keywords	S <> H
Active/Inactive	Inactivated in Severa	project_is_closed	S >> H
Close date	Inactivated date	project_closed_date	S >> H
	Total billing	total_billing	S <> H
	Billing this year	current_year_billing	S <> H
	Billing last year	last_year_billing	S <> H
Hubspot deal id	Severa project id	severa_project_id
Hubspot deal url	Severa project url	severa_project_url
	Project root phase id	rootphase_id
	Error message	project_error_messages

Activities

Aktiviteetit luodaan vain HubSpotista Severaan päin. Mahdollista siirtää muistiinpanot, puhelut, tehtävät, sähköpostit ja/tai kokoukset.

Severa label	HubSpot label	HubSpot internal name	Direction
Title	Title	hs_call_title, hs_task_subject, hs_email_subject, hs_meeting_title, hs_note_title	S << H
Description	Description	hs_body_preview	S << H
Start date & time	Start date & time	hs_timestamp	S << H
End date & time	End date & time	hs_timestamp	S << H
Activity owner	Activity assigned to	hubspot_owner_id	S << H
Customer	Company	associations: companies	S << H
Sales case / Project	Deal	associations: deals	S << H
Participants	Contact	associations: contacts	S << H

Resource allocations

Jos resursointi on valittu luotavaksi, se tapahtuu kun HubSpotin diilille on täytetty kentät: aloituspäivä, deadline, työmääräarvio ja työryhmä. Resursointi tehdään projektitasolle jakamalla työmääräarvio tasan työryhmän jäsenten kesken annetulle aikavälille.

Billing

Severasta haetaan joka yö projektien laskutus ja se tallennetaan HubSpotiin diilin kenttiin Kokonaislaskutus, Tämän vuoden laskutus ja Viime vuoden laskutus. Saat tiedot asiakastasolle luomalla yrityksen rollup -tyyppisen kentän.

Line items/Project fees

Rivikohdista luodaan maksuerät tai toistuvat laskutussäännöt kun diili voitetaan. Tuotteen nimi kohdistaa maksuerän tuoterekisterien välillä.

Severa label	HubSpot label	HubSpot internal name	Direction
Product name	Product name	hs_product_id	S << H
Description	Description	description	S << H
Billing start date	Billing start date	hs_recurring_billing_start_date	S << H
Quantity	Quantity	quantity	S << H
Unit cost	Unit cost	hs_cost_of_goods_sold	S << H
Unit price	Unit price - Calculated Total Discount	price - hs_total_discount	S << H
Currency	Currency	hs_line_item_currency_code	S << H
Billing frequency	Billing frequency	frequency	S << H