HubSpot to Sage Intacct: Create/Update Contracts

Prerequisites

To fully utilize the Workflow Wizard, credentials will need to be set up beforehand. Both HubSpot and Intacct credentials will need to be set up first before users can utilize the workflow wizard.

Configuration

The Workflow Wizard can be accessed by navigating to Workflows and clicking the Wizard button.

1. Choose Type

Option	Required/ Optional	Type	Description
Source	Required	Drop-down menu	Select HubSpot
Destination	Required	Drop-down menu	Select Intacct
Workflow Type	Required	Drop-down menu	Select Create/Update Contracts

2. HubSpot Setup

Option	Required/ Optional	Type	Description
HubSpot Credential	Required	Drop-down menu	Select the source credential that has been set up beforehand.
Select	Required	Select Arrow Button	Unsure that all desired fields are selected and move to the Fields to Collect section.
Filter	Optional	Filter Field	The customer filter auto-populates. This is removable for customization.

3. Contract Header Setup

Option	Required/ Optional	Type	Description
Distinct	Optional	Toggle	Enable or disable to make fields distinct
Source Fields	Required	Free Text	Select from the source column. The credential must be set up beforehand
Target Fields	Required	Free Text	Select from the Target column. The credential must be set up beforehand
Enter Value for LOCATIONID Column	Required	Number	Enter the desired Sage Intacct LOCATIONID.
Choose Value for STATE Column	Required	Free Text	Select the State from the drop-down menu.
Choose Value for TERMTYPE Column	Required	Free Text	Select the Termtype from the drop-down menu.
Choose Value for TERMNAME Column	Required	Free Text	Select the Termname from the drop-down menu.
Enter Value for EVERGREENMACRO Column	Optional	Free Text	Required if if TERMTYPE is 'Evergreen'

4. Contract Lines Setup

Option	Required/ Optional	Type	Description
Distinct	Optional	Toggle	Enable or disable to make fields distinct
Source Fields	Required	Free Text	Select from the source column. The credential must be set up beforehand
Target Fields	Required	Free Text	Select from the Target column. The credential must be set up beforehand
Enter Value for LOCATIONID Column	Required	Free Text	Enter the desired Sage Intacct LOCATIONID.
Choose Value for BILLINGMETHOD Column	Required	Drop-Down	This field is pre-populated for User ease. This can be edited.
Choose Value for state Column	Required	Drop-Down	This field is pre-populated for User ease. This can be edited.
Enter Value for REVENUE1TEMPLATE Column	Optional	Free Text	Enter the desired Sage Intacct REVENUE1TEMPLATE Column.
Choose Value for BILLINGOPTIONS Column	Required	Drop-Down	This field is pre-populated for User ease. This can be edited.
Choose Value for BILLINGTEMPLATE Column	Required	Drop-Down	Required if if BILLINGOPTIONS is 'Use billing template'
Enter Value for BILLINGSTARTDATE Column	Required	Free Text	Required if if BILLINGOPTIONS is 'Use billing template'. Format: mm/dd/yyyy
Enter Value for BILLINGENDDATE Column	Required	Free Text	Required if if BILLINGOPTIONS is 'Use billing template'. Format: mm/dd/yyyy
Choose Value for BILLINGFREQUENCY Column	Optional	Free Text	Required if if BILLINGOPTIONS is 'Include with every invoice'

4. Sage Intacct Setup

Option	Required/ Optional	Type	Description
Sage Intacct Credential	Required	Drop-down menu	Required. Select from the source credential that has been set up beforehand.
Entity ID	Optional	Drop-Down	Enter the desired Sage Intacct Entity ID.

5. Review

The final step will display all elements that will get created in DataBlend based on options selected in the prior steps. The Back button can be utilized throughout the Workflow Wizard to make edits. Click Create to build all listed these elements.

Created Workflow

Once a Workflow is created via the Workflow Wizard, the final Workflow is displayed. From here, the Workflow can be executed, scheduled, or favorited.