Salesforce Person Account ImportSOLVE
Jan 11, 2017 12:48 PM
We're a new hubspot subscriber trying to complete our integation by importing all of our salesforce data. The problem is, we use person accounts and no one at hubspot support seems to be familiar with them.
I'd ideally like to be able to use the built in salesforce import option where you can import everything without having to do salesforce export / hubspot import with csv files. Does anyone know if this is supported or how the person accounts will show up in hubspot, if they show up at all?
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Jan 19, 2017 11:27 PM
Hi @asgJim -- I work on the Salesforce connector at HubSpot, and I happened to notice your question. Firstly, I agree it's unclear and our documentation on Person Accounts need to be improved. We're working on that this week, and should have a new draft up sometime next week. In the meantime, I'm happy to help shed some light on the subject.
I imported a test Lead into hubspot via csv file. Then converted that lead in salesforce into a person account and opportunity. In hubspot, there is still a contact and a new company record and deal record. Is the contact record there because it's "left over" from the lead record? I.E. Does hubspot only see person accounts as Companies? Or, as both a contact and a company?
To answer your question directly, HubSpot 'sees' a person account as both a contact and a company. A person account in Salesforce is both a contact record and an account record with a particular record type ID that are displayed as one layout in Salesforce. This article does a good job explaining this nuance in depth, and demonstrates that a record is created on both the contact and the account object via SOQL.
Because a person account is a contact and an account, HubSpot will create a contact and a company. This is why @nicolebrenner advised enabling the account sync option from your Salesforce integration settings within HubSpot.
Also, just to clarify your instructions, you're saying if I disable salesforce accounts sync, run the Import from Salesforce, and chose the Everything option that it will import all my person accounts as contacts only (vs a contact and a related company)? Lastly, should I turn the salesforce accounts sync back on after the import?
If you plan to sync person accounts, you should keep account sync enbabled at all times. There is no way to import person accounts 'as contacts only', becuase you'd really only be importing half of the information from Salesforce.
Additionally, if those person accounts have related opportunities, will hubspot automatically relate those as deals to the relevant contact in hubspot?
In the HubSpot spirit of transparency, I'll be the first to admit that this can be confusing. We have a small number of customers using person accounts with HubSpot, but after understanding that person accounts are stored in the Salesforce data model as both a contact and an account, there are very few other issues.
Please let me know if you have other questions and I'll be happy to help.
Product @ HubSpot