Goto Settings → Users & Companies → Users → Access Rights Page → Technical Settings → HubSpot Manager

We can connect multiple HubSpot instance to Odoo database. User can temporary enable or disable HubSpot instance. Each synchronized record contains two fields 1. HubSpot Id 2. Instance reference so Odoo user can easily understand current record is synchronized with which HubSpot instance.

To connect HubSpot instance login to HubSpot click on Gear icon → Integration → API Key → Click On Create API Key → Copy API Key And Add it into the Odoo database

Then User needs to click on Check Connection button this button will validate APP KEY and download CRM Object.

After check connection successful user needs to click on the Download Owner button. This button will download Owner form HubSpot into Odoo as a User. This is Important Step because in HubSpot if owner is assigned to any CRM object like Contact, Company, Lead then after download operation Odoo will set related user to that record as a sales person/user.

To enable contact synchronization user needs to click on check-box Sync Contact then user can see some other checkboxes for more settings like 1.Import Contact(import contact from HubSpot To Odoo) 2.Export Contact(export contact from Odoo to HubSpot) 3.Quick Export(immediately export contact to HubSpot on creation of contact to use this functionality user needs first click on the Default Instance checkbox)

If user click on the Import/Export Contact checkox automatically related button will visible. There are some more fields like 1.No of contact sync(can configure how many records will import or export at a time you can skip this filed) 2.Last Import Date(maintain this date because each time connector will import records which are created or modified after this date to increase speed) 3.Last Export Date(maintain this date because each time connector will export records which are created or modified after this date to increase speed)

Before start mapping fields user needs to click on the button Import Fields. This button will download all latest fields from HubSpot to Odoo so user can map it.
After that User needs to click on button Required Mapping. This button will map required(important fields) between two systems user can not change these mapping).
For more fields mapping user can click on the button Reset Optional Mapping. This button will map some extra fields between two systems. User can add its own mapping manually or if something is mess the again click on the Reset Optional Mapping button to reset optional mapping

Note: User at least needs to click on REQUIRED MAPPING button to synchronize records

Before import contact make sure that you have enabled checkbox Sync Contact, Import Contact then click on buttons Import Fields and Required and Optional mapping
Now just click on the button Import Contacts. All recent contacts will download From HubSpot to Odoo.
In a contact menu we have added filter named HubSpot Contact so user can easily check contacts which are already sync with HubSpot. If you open any contact then you can see we have added two more fields 1.HubSpot Id(database id of record in HubSpot) 2.HubSpot Instance(instance name that we have configured this is useful in case of multiple HubSpot instance scenario)

Before export contact make sure that you have enabled checkbox Sync Contact, Export Contact then on the button Import Fields and Required and Optional Mapping
Now just click onthe button Export Contacts. All recently created or updated contacts will be exported to HubSpot

To enable Company synchronization user needs to goto Companies Configuration then click on check-box Sync Company then user can see some other checkboxes for more settings like 1.Import Company(import Company from HubSpot To Odoo) 2.Export Company(export company from Odoo to HubSpot) 3.Quick Export(immediately export company to HubSpot on creation of company to use this functionality user needs first click on the Default Instance checkbox)

If user click on the Import/Export Company checkox automatically related button will visible. There are some more fields like 1.No of company sync(can configure how many records will import or export at a time you can skip this filed) 2.Last Import Date(maintain this date because each time connector will import records which are created or modified after this date to increase speed) 3.Last Export Date(maintain this date because each time connector will export records which are created or modified after this date to increase speed)

Before start mapping fields in HubSpot and Odoo user needs to click on the button Import Fields. This button will download all latest fields from HubSpot to Odoo so user can map it.
After that User needs to click on button Required Mapping. This button will map required(important fields) between two systems user can not change these mapping).
For more fields mapping user can click on the button Reset Optional Mapping. This button will map some extra fields between two systems. User can add its own mapping manually or if something is mess the again click on the Reset Optional Mapping button to reset optional mapping

Note: User at least needs to click on REQUIRED MAPPING button to synchronize records

Before import company make sure that you have enabled checkbox Sync Company, Import Company then click on the button Import Fields, Required and Optional mapping
Now just click on the button Import Company. All recent company records will download From HubSpot to Odoo.
In a contact menu we have added filter named HubSpot Companies so user can easily check companies which are already sync with HubSpot. If you open any company record then you can see we have added two more fields 1.HubSpot Id(database id of record in HubSpot) 2.HubSpot Instance(Instance Name That We have configured this is useful in case of multiple HubSpot instance scenario)

Before export company make sure that you have enabled checkbox Sync Company, Export Company then click on the button Import Fields, Required and Optional mapping
Now just click on the button Export Company. All recently created or updated companies will be exported to HubSpot

To enable deal synchronization user needs to goto Deal Configuration then click on check-box Sync Deal then user can see some other checkboxes for more settings like 1.Import Deal(import deal from HubSpot To Odoo) 2.Export Deal(export deal from Odoo to HubSpot) 3.Quick Export(immediately export deal to HubSpot on creation of deal to use this functionality user needs first click on the Default Instance checkbox)

If user click on the Import/Export Company checkox automatically related button will visible. There are some more fields like 1.No of deal sync(can configure how many records will import or export at a time you can skip this filed) 2.Last Import Date(maintain this date because each time connector will import records which are created or modified after this date to increase speed) 3.Last Export Date(maintain this date because each time connector will export records which are created or modified after this date to increase speed) 4.Deal Import As(Used to configure imported deal will be Lead Or Opportunity in Odoo)

In case of deal first user needs to click on the button Download Pipelines. This button will download HubSpot pipeline and stages into the odoo, connector will auto map HubSpot stages with Odoo stages, user also can map odoo and HubSpot stages manually.

Then user needs to click on the button Import Fields. This button will download all latest fields from HubSpot to Odoo so user can map it.
After that User needs to click on button Required Mapping. This button will map required(important fields) between two systems user can not change these mapping).
For more fields mapping user can click on the button Reset Optional Mapping. This button will map some extra fields between two systems. User can add its own mapping manually or if something is mess then again click on the Reset Optional Mapping button to reset optional mapping

Note: User at least needs to click on REQUIRED MAPPING button to synchronize records

Before import deal make sure that you have enabled checkbox Sync Deal, Import Deal then click on the the button Import Fields, Required and Optional mapping Now just click on the button Import Deal. All recent deal records will download From HubSpot to Odoo.
If you open any deal record then you can see we have added two more fields 1.HubSpot Id(database id of record in HubSpot) 2.HubSpot Instance(instance name that we have configured this is useful in case of multiple HubSpot instance scenario)

Before export deal make sure that you have enabled checkbox Sync Deal, Export Deal then click on the button Import Fields, Required and Optional Mapping
Now just Click OnExport Deal button. All recently created or updated deals will be exported to HubSpot

Connector is manage maintain association between company and contact so if user added a contact in a company in either HubSpot or in Odoo this association can be import and exported in other system

From past experience I observed that maintain log is very important for connectors at any stage if records are not going to sync then user want to know the reason(connection failure/programming error/unexpected response from third party system reason may be anything) Most of the connector do not maintain error/success log. Programmer needs to allow access of production server and needs to check error manually. But in this connector we have maintained all sync log(don't worry one scheduler will automatically delete more than 30 days old log)

There is a separate menu Sync Log to check log. Here we have default added all filters like success only, Error only, Import only, Export only, Group by instance, Log Type, Operation(Import,Export), Short Message, Date, Object(like Contact, Company, Deal)

Most of user wants to import or export records automatically for this purpose we have created multiple schedulers and all operations will be automatic

This is most important and unique feature of this connector. If user have some custom properties in HubSpot and he wants to sync it with Odoo still you do not need to made any changes into the code. Connector will handle all custom fields import / export

After creation of new property in HubSpot, user just needs to click on the button Import Fields of that object. Then new property will download into the Odoo and user can map it with existing Odoo fields.