ERP Bridge
  • Welcome to ERP Bridge
  • Software & Hardware requirements
  • Environment Configuration
  • Data Preparation
  • Overview
  • Registration and first login
  • The Installation
    • 0 - Go to Installation wizard
    • 1 - Name
    • 2 - Hubspot Login
    • 3 - Sync Frequency
    • 4 - Download Wizard
    • ERP Bridge Wizard - On-Premise
      • 0 - Install the wizard on-premise (.msi)
      • 1 - Welcome screen
      • 2 - Login
      • 3 - Select Installation
      • 4 - Database
      • 5 - Database Tables
      • 6 - Download the agent
      • 7 - Start Agent
    • Back to the cloud
  • The Operation
    • 0 - Choose direction
    • 1 - Default settings
    • 2 - [HS -> DB] Filters
    • 2 - Database Mapping
    • 3 - Decision Rules
      • Example with 1 decision rule
      • Example with 2 decision rules
    • 4 - [DB -> HS] Associations
  • Start to Synchronize
  • Uninstall
  • Advanced topics
    • Change ERP Bridge Agent path
  • Troubleshoot
    • On-Premise wizard errors
  • HubSpot to Database sync
    • Handling empty fields
  • Security Documentation for ERP Bridge
    • 1. Product Access Control
    • 2. Rate Limit
    • 3. Authentication Resources
    • 4. Encryption
    • 5. Change Management
    • 6. Cloud Security
    • 7. Security certification
    • 8. Availability
    • 9. Logging
    • 10. Installer Desktop
    • 11. Server Agent
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  1. The Operation

1 - Default settings

Last updated 1 year ago

In this step you have to set-up 3 important operation's properties:

  • The operation's name

  • The database table/view

  • The HubSpot object

For the name, there are not particular constrains, just try to choose a name more clear and intuitive as possible.

The database tables/views you see in the drop-down menu contains all the tables selected during the installation on-premise wizard. If you miss one or more tables, just run the installation wizard again and choose the tables you missed before.

The HubSpot objects you see in the menu are all the objects retrieved via API. If you don't see a particular object, contact our support, we will try to understand with you which eventual permission is missing.

The custom HubSpot objects are reserved to "Standard" and "Business" pricing tiers.

Do you want to try the sync with custom objects? Ask for a demo and a trial period via (), our experts will evaluate with you the better solution for your needs

support form
https://www.erpbridge.io/support/
Default settings