Below are your initial tasks that need to be completed in order to schedule your 60-minute sync logic call.
Provide HubSpot Access
- To add us to HubSpot, go to Settings > Users > add email@example.com as a Super Administrator
Provide NetSuite Access
Create a NetSuite user account solely dedicated to integration. The username should be hubspot+"your company name"@lyntonweb.com. As shown in the example, the + sign will need to be present in the NetSuite username. For example, firstname.lastname@example.org.
Our NetSuite user will need an Admin role with 'web services' and 'web services setup' permissions, or, you can assign our user the custom role titled "LyntonWeb Integration Role v3.0" that will be added as a role option once you install the HubSpot bundle.
In our experience, either of these roles minimizes issues when syncing. Either role will also allow us to set up the necessary NetSuite Token Based Authentication (TBA) and Application ID needed for the API connection.
Install the HubSpot Bundle in NetSuite
- Click HERE for instructions on how to install the bundle in NetSuite.
- Wondering what you can expect to see once the bundle is installed? Check this out!
If you are unable to complete all tasks above yourself, we highly recommend sending this article to your NetSuite Admin or IT Team who can assist you in completing these tasks.