Connecting HubSpot

Connect your HubSpot portal to enable syncing with QuickBooks.

Before You Start

• You need admin access to your HubSpot portal
• Have your HubSpot login credentials ready
• Make sure you're logged into SimpleCommerceSync

Connection Steps

1. Navigate to Connections

   • Go to Settings in the sidebar
   • Click Connections

2. Start the Connection

   • Find the HubSpot section
   • Click the Connect HubSpot button

3. Sign In to HubSpot

   • You'll be redirected to HubSpot's login page
   • Sign in with your HubSpot credentials
   • If you're already logged in, this step is skipped

4. Select Your Portal

   • If you have access to multiple HubSpot portals, select the one you want to connect
   • Choose the portal that contains your invoices and products

5. Authorize Access

   • Review the permissions SimpleCommerceSync is requesting
   • Click Grant access to authorize

6. Confirmation

   • You'll be redirected back to SimpleCommerceSync
   • The HubSpot section now shows Connected status
   • Your portal ID is displayed for reference

What Permissions Are Granted

When you connect HubSpot, you authorize SimpleCommerceSync to:

• Read and write contacts - To match customers between systems
• Read and write invoices - To sync invoice data
• Read and write products - To match line items by SKU
• Read and write quotes - To sync quotes as estimates
• Read payments - To sync payment information
• Read tax rates - To apply correct tax codes

For a detailed explanation, see OAuth Scopes Explained.

Verifying Your Connection

After connecting:

• The status shows "Connected" with a green indicator
• Your HubSpot portal ID is displayed
• You can proceed to connect QuickBooks

Disconnecting

If you need to disconnect HubSpot:

1. Go to Settings then Connections
2. Click Disconnect next to HubSpot
3. Confirm the disconnection

Note: Disconnecting stops all syncs but preserves your sync history.

Next Steps

Connect your QuickBooks company to complete setup.