batchnz/hub-spot-ecommerce-bridge

Uses the HubSpot Ecommerce Bridge to sync data from Craft Commerce

2.2.3 2023-08-20 23:32 UTC

README

Sync data between Craft Commerce and HubSpot using the HubSpot Ecommerce Bridge

Requirements

This plugin requires Craft CMS 4.0.0 or later as well as Craft Commerce 4.0.0 or later.

It is also required to have a Hubspot account and the ability to create private apps for it.

Installation

To install the plugin, follow these instructions.

  1. Open your terminal and go to your Craft project:

     cd /path/to/project
    
  2. Then tell Composer to load the plugin:

     composer require batchnz/hub-spot-ecommerce-bridge
    
  3. In the Control Panel, go to Settings → Plugins and click the “Install” button for HubSpot Commerce.

HubSpot Commerce Overview

Hubspot Commerce automatically syncs all commerce related data from Craft to Hubspot. The models that are synced are:

Craft Model Hubspot Model
Order Deal
User Contact
Product Product

Configuring HubSpot Commerce

Private App

  1. Create a private app within Hubspot and make sure to give it the following Scopes:
    1. e-commerce
    2. crm.objects.contacts.read
    3. crm.objects.contacts.write
    4. crm.schemas.custom.read
    5. crm.schemas.contacts.read
    6. crm.objects.deals.read
    7. crm.objects.deals.write
    8. crm.schemas.contacts.write
    9. crm.schemas.deals.read
    10. crm.schemas.deals.write
    11. crm.objects.line_items.read
    12. crm.objects.line_items.write
    13. crm.schemas.line_items.read
  2. Navigate to Hubspot Commerce -> Settings within the cp and enter the Access token for the private app you created and click Save. Note: You need to have admin permission to access this setting section. It is also recommended to store this as an ENV variable.

Mappings

You can configure which Hubspot properties the Craft Commerce fields will map to. Head to Hubspot Commerce -> Mappings within the cp and configure which Hubspot properties each of the Craft Commerce fields will map to.

IMPORTANT: The properties you configure for mappings MUST EXIST IN HUBSPOT for the given object type (Order, Product etc).

Addresses

Craft 4 changes the way addresses work for Users.

If you would like customer address information to be synced to Hubspot, make sure you follow the Commerce Upgrade Guide and the Craft Setup Guide and have all address related configuration configured on your site.

Using HubSpot Commerce

The sync will happen automatically.

Synced item can be monitored from the Queue in Craft.

You are also able to manually sync data of a given type within a given date range. You can do this by heading to Hubspot Commerce -> Manual Sync from within the control panel and run any of the available syncs.