When syncing data from HubSpot to Karbon, you may want to ensure that specific data fields are transferred accurately. The Custom Field Mapping feature allows you to map HubSpot custom fields to Karbon fields, providing flexibility and helping you maintain data consistency across both platforms.
Custom Field Mapping Setup
When setting up custom field mappings between HubSpot and Karbon, it's important to follow the detailed steps to ensure a seamless synchronization. For a step-by-step guide on configuring your custom field mappings, please refer to our HubSpot to Karbon Custom Field Mapping Setup article.
In this guide, you’ll learn how to:
Select fields to sync between HubSpot and Karbon
Map custom fields for both HubSpot Companies and Contacts
Handle field-specific configurations, such as ensuring the correct data format and valid values
Add or remove mappings as your integration evolves
Available Custom Fields for Mapping
The exact list of available fields will depend on your HubSpot instance setup. Here are the key fields that you can map between HubSpot and Karbon:
1. BirthDate
Valid for: HubSpot Contacts
Format: ISO8601 date (e.g., 1997-01-05)
2. DeathDate
Valid for: HubSpot Contacts
Format: ISO8601 date (e.g., 2023-12-31)
3. OrganizationKey / ContactKey
Description: This is the Karbon permakey for the organization or contact. You can map this if you already store the Karbon key in HubSpot and don't want the integration to search for a match.
4. Client Owner / Client Manager
Valid for: HubSpot Contacts and Companies
Types of Inputs: HubSpot User ID, Name, or Email
Important Note: If the data doesn't match an active Karbon User, it will be ignored.
5. Karbon Contact Type
Valid for: HubSpot Contacts
Description: This must match an active Karbon Contact Type, such as "Client".
6. Custom Identifier
Description: A unique identifier for the organization or contact. If a duplicate is found in Karbon, the record will fail to update.
7. Financial Year End Day & Month
Valid for: HubSpot Organizations and Contacts
Day Format: 1, 28, 30, or 31
Month Format: 1 to 12
8. Incorporation Date
Valid for: HubSpot Organizations and Contacts
Format: ISO8601 date (e.g., 2005-09-12)
9. Legal Name
Valid for: HubSpot Organizations and Contacts
Description: The legal name of the Organization or Contact.
10. Tax Country Code
Valid for: HubSpot Organizations and Contacts
Format: Two-letter ISO country code (e.g., US, AU, CA)
11. Trading Name
Valid for: HubSpot Organizations and Contacts
Description: The trading name used by the Organization or Contact.
12. Annual Revenue
Valid for: HubSpot Organizations and Contacts
Format: Numeric value representing the organization's or contact’s annual revenue.
13. Industry
Valid for: HubSpot Organizations and Contacts
Description: The industry that the Organization or Contact operates in.
Mapping Fields Between HubSpot and Karbon
The mapping process allows you to select the HubSpot fields to match the corresponding Karbon fields. You’ll typically map the following:
HubSpot Field: Client Owner
Karbon Field: Client Owner (mapped via HubSpot User ID, Name, or Email)
HubSpot Field: Organization Key
Karbon Field: Organization Permakey
HubSpot Field: BirthDate
Karbon Field: Birth Date (ISO8601 format)
To add a field, simply click the “Add a HubSpot <> Karbon Mapper” button, then choose the field from the dropdown list.
Notes on Mapping
Client Owner / Client Manager: Ensure the name or email you’re mapping matches an active Karbon User. If it does not, the mapping will be ignored.
Custom Identifier: A unique identifier can be used to prevent duplicates from being created. If a duplicate is found in Karbon, the record will not be updated.