Field mappings for Zuora-HubSpot synchronization

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The Zuora-HubSpot Integration provides predefined field mappings, allowing Zuora to convert synchronized data into recognizable fields for the HubSpot connector.

Product catalog synchronization

The product catalog is not synced independently from HubSpot to Zuora through the connector. It is synced simultaneously with the transactional deal sync.

In the Zuora Billing platform, the connector will verify the existence of the Product SKU, Rate plan name, and Rate plan charge name. If any of them are missing, the connector will create the product. Otherwise, the connector will skip it.

Note: To ensure a flat product structure, create separate SKUs in HubSpot for each rate plan and rate plan charge.

Company Mappings

Company mapping involves linking or associating company-related data, such as company names, addresses, contacts, or other details, between Zuora and HubSpot.

HubSpot Field Name	Zuora Field Name
HubSpot Company	Zuora Account	Additional Information
name	name
id	CRM Account ID
	Account Number	Auto numbered
Company currency	Currency	Uses the default currency in HubSpot
Contact	Contact
[Optional] Bill To Contact	Bill To Contact	The Bill To Contact has to be marked as Bill To in HubSpot via association. If no contact is marked, then the address of the company is used.
[Optional] Sold To Contact	Sold To Contact	The Sold To Contact has to be marked as Sold To in HubSpot via association. If no contact is marked, then the address of the company is used.
	Auto-Pay	Default: false
	Payment Term	Default: Due upon receipt
	Bill Cycle Day	Default: 1st of the month
	Billing Batch	Default: Batch 1

Contact
Contact (HubSpot)	Company (Hubspot)	Contact(Zuora)
id		crmId	This is a mandatory custom field that needs to be created during setup
	State	State
	Country	Country
	City	City
	Zipcode	Zipcode
First Name		First Name
Last Name		Last Name

Deal Mappings

Deal mappings involve connecting data elements between Zuora and HubSpot. It requires aligning and synchronizing information like deal names, values, products, contacts, and other relevant details.

Synchronization between Deal/Orders

HubSpot Deal	Zuora Order
HubSpot Field Name	Zuora Field Name	Description
Closed Won Date	Order Date
Deal Type on order	Order Category	Automatically set to “New Sales”
	Order Number	Auto generated in Zuora

Synchronization between subscriptions

HubSpot		Zuora
Deal	Product	Subscription	Subscription Rate Plan	Subscription Rate Plan Charge	Description
id		HubSpotDealId__c			This custom field has to be created during setup.
Primary company		Subscription Owner
[Optional] Invoice Company		Invoice Owner			If a company is marked as “Invoice Owner” via association, then use a value. Else the primary company will be the invoice owner.
[Optional] Bill To Contact		Bill To Contact			If present, use value else, set to “Default from Account”.
[Optional] Sold To Contact		Sold to Contact			If present, use value else set to “Default from Account”.
	id		ExternallyManagedPlanId
	billing frequency			Billing Period
	quantity			Quantity
		Currency			Default HubSpot currency
	Net Price			Price
	term	Term Type			If Term = 0 in HubSpot, then Term Type = Evergreen in Zuora else set as “Termed”.
Closed won Date		Subscription Start Date
		Subscription End Date			Subscription Start date + term
Closed won Date		Contract Effective Date
[Optional] Service Activation Date		Service Activation Date			The default date is null if not set on the property.
[Optional] Customer Acceptance Date		Customer Acceptance Date			The default date is null if not set on the property.
		Auto renew: false			Default
	[Optional] Billing Trigger Condition			Billing Trigger Condition	If not specified in the deal line property, the default is upon contract effectiveness.

Product Catalog Mappings

Product catalog mapping involves aligning and connecting product names, descriptions, pricing, SKUs, and other attributes between the Zuora and HubSpot connectors. It involves connecting and synchronizing data elements in product catalogs across platforms for consistent product information.

There is no separate flow that syncs only the product catalog. The connector will override certain fields in the product charges during deal sync.

HubSpot	Zuora
Product	Product	Product Rate Plan	Product Rate Plan Charge	Comments
name	name	name	name
description	description	description	description
SKU	SKU
id		ExternalPlanId
Billing Frequency			Billing period
Price			Price
	Effective Start Date: 01/01/2000 Effective End Date: 01/01/3000	Effective Start Date: 01/01/2000 Effective End Date: 01/01/3000	Effective Start Date: 01/01/2000 Effective End Date: 01/01/3000	Default setting
			List price: 1/billing period	Default setting
			UOM: Each	Default setting
			Charge Model: Per unit Pricing	Default setting
			Charge Type: If the Billing Frequency in HubSpot product is “One Time”, create a “One Time” charge in Zuora. Else create a “recurring” type charge in Zuora	HubSpot does not have complex charge models, so the connector does not support usage type charge models.

These charges are created with default setting, but they will be overridden in the subscriptions deal line item. The master of product catalog will always be HubSpot.