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Synchronize Custom Fields

Zuora

Synchronize Custom Fields

The Billing HubSpot connector facilitates the synchronization of custom fields from HubSpot to Zuora. This connector offers the flexibility to establish and modify field configurations. It's important to note that the synchronization of custom field data occurs solely during the creation of objects in Zuora. Subsequent updates to this data via the connector are not supported.

To specify the mapping of custom fields, populate the fieldMapping (optional) field within the Zuora connector's configuration page.

To configure custom fields, refer to the template below.

 {

                    "sourceObject": "<Object name in HubSpot>",

                    "targetObject": "<Object name in Zuora",

                    "fields": [

                        {

                            "source": "<Custom field Internal Name in HubSpot",

                            "target": "<Custom field API Name in Zuora>"

                        },

                        {

                            "source": "<Custom field Internal Name in HubSpot",

                            "target": "<Custom field API Name in Zuora>"

 

                        }

                    ]

                }

}

To understand custom field configuration, refer to this example.

         {

                    "sourceObject": "Deal",

                    "targetObject": "Subscription",

                    "fields": [

                        {

                            "source": "deal_coolness",

                            "target": "DealCoolness__c"

                        },

                        {

                            "source": "deal_value",

                            "target": "DealValue__c"

                        }

                    ]

                },

                {

                    "sourceObject": "Contact",

                    "targetObject": "Contact",

                    "fields": [

                        {

                            "source": "message",

                            "target": "crmOrderId__c"

                        },

                        {

                            "source": "address",

                            "target": "address2"

                        },

                        {

                            "source": "address",

                            "target": "IsCool__c"

                        }

                    ]

                }

            ]

Synchronize custom fields to standard Zuora fields

The custom field configuration allows the connector to map HubSpot's custom fields to Zuora's standard fields. Currently, this is supported on the following objects.

  • Account
  • Contact
  • Product

Consider the HubSpot custom field name as the source and the API name of the standard field in Zuora as the target, as mentioned in the Zuora Billing API request. Here is an example you can refer to: https://developer.zuora.com/api-references/api/operation/POST_Account/. The API request payload uses the name notes to map to the Notes field in the account.