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How to import HubSpot data into Sanka

How to import HubSpot deals into Sanka as orders, and create Sanka subscriptions from those orders.

Overview

Once HubSpot and Sanka are connected, you can import HubSpot deals into Sanka as orders. The imported orders can then flow straight into billing, inventory allocation, subscriptions, and other back-office workflows in Sanka. This guide walks you through importing HubSpot deals as Sanka orders, and then turning those orders into Sanka subscriptions.

Prerequisites

Import HubSpot deals into Sanka

  1. Open the Orders object in Sanka and click Import. Import button on the Orders object
  2. The import configuration screen opens. Under the import source, select Integration. Select Integration as the import source
  3. Under Integration, select your HubSpot account. Select HubSpot account
  4. Next, configure property mapping. Map properties on the HubSpot Deal object to properties on the Sanka Order object. We recommend limiting synced fields to the information your workflow actually needs.
    • If a property doesn't exist in Sanka yet, you can create a new one (as a text property) on the spot.
    • Check the exclude column for any HubSpot properties you don't want to import — they won't sync.
    • Save your mapping and you only need to do this once.
    HubSpot property mapping screen
  5. If you have relationships to other objects, configure association mapping. Note: if custom object associations are involved, you need to set up associations on the Sanka side first. Association mapping
  6. Align the status mapping. Map HubSpot deal stages to Sanka order statuses so that both systems share the same view of status. If status mapping isn't needed, turn it off. Mapping deal stages to order statuses
  7. To restrict which records are imported, use filters to narrow the results by condition. Filters
  8. Choose how line items are imported. Deal import settings screen
  9. Review the import settings and click Import order records. Import button

Create Sanka subscriptions from HubSpot deals

Even if you don't use HubSpot's native Subscriptions, you can import HubSpot deals as Sanka orders and then create Sanka subscriptions from those orders. If the HubSpot deal has line items attached, they're imported as Sanka order line items and carry straight through to the subscription's line items.

Next steps

  • Sales operations — Manage quoting, invoicing, and payments end-to-end from the imported orders.
  • Subscription management — Configure recurring billing, cancellations, and payment processing.