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How do I prevent duplicate company records in HubSpot with Chargebee integration?

Related Scenarios

  • How to configure Chargebee-HubSpot integration to avoid duplicate records?
  • Ensuring proper mapping of company records using custom fields.

Solution

When integrating Chargebee with HubSpot, duplicate company records can occur if the integration settings are not properly configured, especially when using self-service checkout processes. This guide will help you configure the integration to prevent duplicate records and ensure proper mapping using custom fields.

  1. Verify Integration Settings: Ensure that the Chargebee-HubSpot integration is correctly set up.

    • Navigate to Settings > Integrations > HubSpot in Chargebee.
    • Confirm that the integration is active and configured according to your business needs.

  2. Disable Automatic Sync: If not already done, disable automatic sync to prevent unintended data transfer.

    • In the HubSpot integration settings, ensure the sync option is turned off if you wish to control data flow manually.

  3. Configure Custom Field Mapping: Use custom fields to map Chargebee data to existing HubSpot records.

    • Go to Settings > Integrations > HubSpot > Field Mapping.
    • Add a custom field such as "Acme Org ID" to uniquely identify and map records.
    • Ensure that this field is populated in Chargebee and matches the corresponding field in HubSpot.

  4. Test the Configuration: Before going live, test the integration to ensure that no duplicates are created.

    • Use a test account to simulate the self-service checkout process.
    • Verify that the company record in HubSpot is updated rather than duplicated.

  5. Monitor and Adjust: Regularly monitor the integration logs and HubSpot records.

    • Check for any anomalies or duplicate entries.
    • Adjust the field mappings or integration settings as necessary.

Important Notes

  • Ensure that all relevant fields in Chargebee and HubSpot are correctly mapped to prevent duplicates.
  • Regularly update and review your integration settings to align with any changes in your business processes.
  • Consider consulting with a Chargebee integration specialist if complex mapping is required.

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