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1 | Map Y/N | Recommend Mapping | Salesbricks Field Name | Salesbricks Field Description | Salesbricks Object Options and Field Examples | Hubspot Data Type | Customer Field and Values to Map To: | Notes | ||||||||||||||||||||||
2 | Yes | Stage | Order stage (see options -->) | Open Signing Closed Won Closed Lost Closed Delete | Dropdown select or Radio select | Field Label: Order Stage (modify if a different label was created) Internal Value mapped to Open: Open (modify if to map to a different value) Internal Value mapped to Signing: Signing Internal Value mapped to Closed Won: Closed Won Internal Value mapped to Closed Lost: Closed Lost Internal Value mapped to Closed Delete: Closed Delete | Recommend creating a custom Hubspot Deal Property "Salesbricks Order Status" if you don't want Salesbricks to modify your stages. | |||||||||||||||||||||||
3 | No | Order ID | Salesbricks order identifier | example: f6a2df62-5053-4446-a9f4-976621dc6feb | Single-line text (no rules) | Salesbricks Order ID (modify if a different label was created) | Can be helpful with troubleshooting integration issues. | |||||||||||||||||||||||
4 | No | Chain ID | Salesbricks subscription internal identifier | example: b1bc5ce7-580f-45f2-8246-d3c702888243 | Single-line text (no rules) | Salesbricks Subscription ID (modify if a different label was created) | Can be helpful with troubleshooting integration issues. | |||||||||||||||||||||||
5 | No | Agreement number | Salesbricks agreement number - auto increments with each additional agreement | example: 2 | Number (formatted number) | Salesbricks Agreement Number (modify if a different label was created) | Can be helpful with troubleshooting integration issues. | |||||||||||||||||||||||
6 | Yes | *Order Type | Order type (see options-->) | New Business (standard) Upgrade Renewal Recast | Dropdown select or Radio select | Field Label: Order Type (modify if a different label was created) Internal Value mapped to Standard: New Business (modify if to map to a different value) Internal Value mapped to Upgrade: Upgrade Internal Value mapped to Renewal: Renewal Internal Value mapped to Recast: Recast And/Or, leverage the default property in Hubspot "Deal Type" and map accordingly: Field Label: Salesbricks Order Type (modify if a different label was created) Internal Value mapped to Standard: New Business Internal Value mapped to Upgrade: Existing Business Internal Value mapped to Renewal: Existing Business Internal Value mapped to Recast: Existing Business | ||||||||||||||||||||||||
7 | Yes | *Created at | Date the order was created | Date picker (no rules) | Salesbricks Order Created Date (modify if a different label was created) | |||||||||||||||||||||||||
8 | Yes | *Updated at | Date the order was last updated | Date picker (no rules) | Salesbricks Order Updated Date (modify if a different label was created) | |||||||||||||||||||||||||
9 | Yes | *Starts at | Contract start date | Date picker (no rules) | Contract Start Date | |||||||||||||||||||||||||
10 | Yes | *Ends at | Contract end data | Date picker (no rules) | Contract End Date | |||||||||||||||||||||||||
11 | Yes | *Closed At | The date the Salesbricks order was closed | Date picker (no rules) | Map to deal default deal property Close Date or create a new field like Order Closed Date | |||||||||||||||||||||||||
12 | No | Primary user | Customer point of contact input by the customer during the order checkout process (may be different than the Hubspot Contact information as this is modified by the buyer within Salesbricks) | Single-line text (no rules) | Salesbricks Order Primary User (modify if a different label was created) | |||||||||||||||||||||||||
13 | No | Metadata | Field for custom attributes to be mapped if needed | Multi-line text (no rules) | Salesbricks Order Metadata (modify if a different label was created) | |||||||||||||||||||||||||
14 | Yes | *Billing schedule | The billing schedule set in the order. | Monthly Quarterly Semi-annually Annually All upfront | Dropdown select or Radio select | Field Label: Order Billing Schedule (modify if a different label was created) Internal Value mapped to Monthly: Monthly (modify if to map to a different value) Internal Value mapped to Quarterly: Quarterly Internal Value mapped to Semi-annually: Semi-annually Internal Value mapped to Annually: Annually Internal Value mapped to All upfront: All upfront | ||||||||||||||||||||||||
15 | No | Grand total | Contract Value - cents amount | $123.34 would sends across as 12334 cents | Number (currency) | Recommend not using if Contract Value is used. | ||||||||||||||||||||||||
16 | Yes | *Contract Value | Contract - Sends value with decimal version of cents ($123.34) | Number (currency) | Map to native Amount field | |||||||||||||||||||||||||
17 | No | Locked | Flags if a customer can edit the order form when checking out | Single checkbox (Yes/No) | Order Locked (modify if a different label was created) | |||||||||||||||||||||||||
18 | No | ARR | Salesbricks ARR calculation - amount that will renew (annualized value of all subscription) not including one-time or usage metrics | Number (currency) | Order ARR (modify if a different label was created) | |||||||||||||||||||||||||
19 | Yes | *Duration | Contract period in months | Example: 12 | Number (formatted number) | Contract Length (Months) (modify if a different label was created) | ||||||||||||||||||||||||
20 | Yes | *Is Auto Renew- boolean yes/no (checkbox) | Flags if the contract is set for auto-renewal as a boolean value | Single checkbox (Yes/No) | Contract Auto-Renew (modify if a different label was created) | |||||||||||||||||||||||||
21 | No | Pricebook Id | Ignore - will be removed from mapping fields in the future | Single-line text (no rules) | Order Pricebook ID (modify if a different label was created) | |||||||||||||||||||||||||
22 | No | Buyer name | Company Name - Unused if mapping order to accounts in SFDC | Single-line text (no rules) | Order Buyer Name (modify if a different label was created) | |||||||||||||||||||||||||
23 | No | Currency ISO code | Used for multi-currency | Single-line text (no rules) | Order Currency Code (modify if a different label was created) | |||||||||||||||||||||||||
24 | Yes | Payment Terms Number Of Days | The number of days in the invoice payment terms | Number (formatted number) | Invoice Payment Terms (Days) (modify if a different label was created) | |||||||||||||||||||||||||
25 | No | Payment Terms Text | The number of days in the invoice payment terms | Single-line text (no rules) | Invoice Payment Terms (modify if a different label was created) | |||||||||||||||||||||||||
26 | Yes | Total Committed Current Spend | Total Committed Current Spend | Number (formatted number) | Total Committed Current Spend (modify if a different label was created) | |||||||||||||||||||||||||
27 | Yes | Total Expected Renewal Spend | The total expected renewal spend spend for a customer | Number (formatted number) | Total Expected Renewal Spend (modify if a different label was created) | |||||||||||||||||||||||||
28 | Yes | Owner | The owner of the Salesbricks order | John Doe | Single-line text (no rules) | Salesbricks Order Owner (modify if a different label was created) | ||||||||||||||||||||||||
29 | Yes | Self-service | Was the order generated through Salesbricks' magic links in a self-service flow? | True / False | Single checkbox (Yes/No) | Salesbricks Order Owner (modify if a different label was created) | ||||||||||||||||||||||||
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