Installing the Odoo HubSpot Connector add-on in Odoo.

To install the Odoo HubSpot Connector module along with custom addons, start by accessing the Odoo Apps menu. Next, clear any existing filters from the search field. Then, search for the "Odoo HubSpot Connector" addons. Once you locate the desired addon, proceed by selecting it to begin the installation process.

Grant Access to HubSpot Connector Menu.

After installing the module, assign the "Manage HubSpot Connector" security role to the responsible user to grant access to the HubSpot Connector menu.

Begin HubSpot Setup.

Once security is assigned, you will see a menu with some demo data. Open the first HubSpot instance to begin your setup.

Configuring HubSpot Integration in Odoo.

First, create a private app in HubSpot and obtain the access token. In the private app settings, ensure you define the scopes you want to work with. After configuring the access token, click "Save," then click "Connect." You will see the status change from "Disconnected" to "Connected." To retrieve your HubSpot custom objects, click on "Retrieve Custom Object." This will automatically fetch your HubSpot custom objects, currently displaying the four official objects from the demo data: Contacts, Companies, Deals, and Users.

Connected HubSpot Instance with Fetched Custom Objects.

As shown in the screenshot below, you can see the connected HubSpot instance and the fetched custom objects.

Explore HubSpot Objects for Data Import and Export.

In the screenshot below, you can see the list of HubSpot objects. If you have pulled any custom objects, they will be displayed here. Click on any object to begin your data import and export.

HubSpot Objects Configuration and Property Retrieval.

You are now on the HubSpot Objects screen. Here, you can define the object name as needed. The "Parent Instance" and "Technical Name" fields are useful for APIs, while the "Odoo Corresponding Model" indicates where we need to import data. The HS properties listed are created from demo data and include the required fields. If your object is custom or has additional fields, click on the "Retrieve Properties" header to pull all available HubSpot contact properties into HS properties. You can then see the HS field types and configure the corresponding Odoo fields for import and export.

Advanced Handling for HubSpot Property Mapping.

While configuring HubSpot properties with Odoo fields, the character fields work fine. However, in cases involving selection fields or linking many-to-many (M2M) values, we have added an "Advanced" button to handle these special cases. This button opens predefined code for mapping those fields for import and export. You just need to define normal local handling for any special cases. This functionality has been adapted to manage custom fields and facilitate importing and exporting without data loss.

Importing HubSpot Data into Odoo.

After configuring the HubSpot properties and Odoo fields, click on the "Import" tab. In the screenshot below, you'll see options to "Create New Record on Import" and "Update Existing Record on Import." These options allow you to define the action for importing HubSpot contact data into Odoo contacts.

Next, you have the "Domain" field, which is very useful for selecting which HubSpot contact data you want to import. The default filter is set to "archived false," but you can add additional filters to import only specific HubSpot data.

There is also an "Import from HubSpot to Odoo" button that starts the importing process. After the process completes, you can view logs about the import in the designated area. Additionally, there's a useful feature to "Download HubSpot Records as CSV." This is helpful because you can download the CSV file before importing to validate the data. Based on this validation, you can selectively map field values during the import process.

Tracking Imports and Downloading HubSpot Data.

After clicking on "Import from HubSpot to Odoo," you will see the imported records linked in the header. Additionally, you can track the process in the chatter. By clicking on "Download HubSpot Records as CSV," you can directly obtain the HubSpot data in CSV format, as shown in the screenshot below.

Importing and Exporting Activities.

Activity logs allow us to import HubSpot activities as Odoo chatter activities. Notes will be included in the logs, while meetings, calls, and tasks will be categorized as activities. You simply need to select the activities you want to import and export.

Exporting Data from Odoo to HubSpot.

On the Export tab, you'll find checkboxes for "Create New Records on Export" and "Update Existing Records on Export." These options determine the actions taken when exporting data from Odoo to HubSpot. Additionally, there is a Domain field that allows you to select which specific data you want to export. Clicking the export button will initiate the exporting process.

Synchronizing Odoo Records and Activities with HubSpot.

In the screenshot below, you can see Odoo records with activities in HubSpot. If you make any changes here and pull the data into Odoo, you will see those changes reflected in Odoo.

Overview of Data Import and Export.

Overall, as an example with Contacts, we can easily import and export any table, such as Leads or custom tables with custom fields. The configuration and data validation process is straightforward. Currently, the import and export process is done manually instead of using cron jobs due to the need for data validation.