[Data Sync Request] FastBill

FransLeys

PieSync supported syncing FastBill. You can keep using PieSync through 2021, but in the meantime we're checking if we need to prioritize turning this into a data sync app? Please upvote! Thanks.

HubSpot-Updates
December 21, 2023 01:36 AM

@Grillspezi you replied to a two-year old comment when the only thing you could do is filter on a list 🙂 Since then the data sync interface has been expanded with more filtering capabilities inside of the interface to decide which records can get synched into Fastbill. So please disregard the workaround and use the filter's settings as you wish. 

Status aktualisiert zu: Delivered
October 01, 2021 02:51 AM

Released as a data sync app

Caveats: this works well for the B2C scenario. It could also work for the B2B scenario but in that case it's suggested to turn this on as a one-way sync Fastbill>HS... OR if you do want it two-way, make sure the HubSpot side is filtered with an active list of "one-appointed-billing-contact-per-company". This way, you prevent creating mulitple Fastbill records for the same company. 

Status aktualisiert zu: In Planning
August 25, 2021 01:18 AM

4 Kommentare
Status aktualisiert zu: In Planning
FransLeys
HubSpot-Produktteam
 
Status aktualisiert zu: Delivered
FransLeys
HubSpot-Produktteam

Released as a data sync app

Caveats: this works well for the B2C scenario. It could also work for the B2B scenario but in that case it's suggested to turn this on as a one-way sync Fastbill>HS... OR if you do want it two-way, make sure the HubSpot side is filtered with an active list of "one-appointed-billing-contact-per-company". This way, you prevent creating mulitple Fastbill records for the same company. 

Grillspezi
Mitglied

Hello,
could you give me some more detailed information about the list?
Which list and what exactly does it have to contain?

FransLeys
HubSpot-Produktteam

@Grillspezi you replied to a two-year old comment when the only thing you could do is filter on a list 🙂 Since then the data sync interface has been expanded with more filtering capabilities inside of the interface to decide which records can get synched into Fastbill. So please disregard the workaround and use the filter's settings as you wish.