💬 RevOps Discussions

Edmund_Lam
Teilnehmer/-in

Two-way Contact Sync After Importing QBO Contacts into HubSpot

I just completed importing companies and contacts for a HubSpot installation. One of the import sources was a contacts spreadsheet exported from QBO. I did some data cleanup to make the data fields lined up with HubSpot's. Now, my client wants to have a 2-way sync between HubSpot and QBO. I feel a bit nervous about doing this because I am not sure whether the sync will result in some of the QBO contacts getting overwritten inadvertently by the HubSpot contacts. Can someone give me some suggestions how I should proceed?

 

Thank you,

Edmund

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1 Antwort
kvlschaefer
Community-Manager/-in
Community-Manager/-in

Two-way Contact Sync After Importing QBO Contacts into HubSpot

Hi @Edmund_Lam,

 

Thanks for reaching out to the Community! 

 

Would you be able to confirm which Quickbooks Integration you are looking to use to set up a 2-way sync?  Do you have any documentation from the integration on how the sync works? 

I think that having a bit more context on the integration could help us provide more guidance 🙂 Hope that makes sense! 

 

Thank you,

Kristen


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