HubSpot Company Owner x NetSuite Sales Rep when Team Selling Enabled
SOLVE
Hi all.
My first post, so hoping it's in the right spot. I have been scouring the internet and having chats with HubSpot Support for weeks.
Our HubSpot (HS) x NetSuite (NS) sync is set up as follows:
Sales Rep (NS) <--> Company owner (HS)
We have had massive trouble with this, with many of our records created in HubSpot throwing the following error:
"This record didn't sync because of a NetSuite error.
You do not have permissions to set a value for element salesrep due to one of the following reasons: 1) The field is read-only; 2) An associated feature is disabled; 3) The field is available either when a record is created or updated, but not in both cases."
I am struggling to find a reason, as some other records sync just fine, but I believe it has something to do with "Team Selling" being enabled on NetSuite. It makes changes such as:
"Replaces the Sales Rep field on sales transactions and on customer records with a Sales Team subtab
Replaces the Sales Rep box on employee records with a Sales Role field"
It seems we can get the record to write from HS to NS if we remove the company owner, but when we add the owner back again, the sync fails. But not all records, which is the really frustrating/confusing thing.
I am hoping someone, somewhere, knows how to fix this issue we are having or has a minimal-impact workaround, because HubSpot Support is stumped, our NetSuite contact is stumped, and I am going around in circles.
The sync issue between HubSpot and NetSuite seems tied to the "Team Selling" feature in NetSuite, which replaces the Sales Rep field with a Sales Team subtab, causing errors. To fix this, verify the permissions for updating the Sales Rep field in NetSuite. If "Team Selling" isn't essential, consider disabling it to streamline the sync. Alternatively, removing the company owner in HubSpot before syncing and adding it back afterward may help. Testing these options should clarify the cause and improve the sync process.
The sync issue between HubSpot and NetSuite seems tied to the "Team Selling" feature in NetSuite, which replaces the Sales Rep field with a Sales Team subtab, causing errors. To fix this, verify the permissions for updating the Sales Rep field in NetSuite. If "Team Selling" isn't essential, consider disabling it to streamline the sync. Alternatively, removing the company owner in HubSpot before syncing and adding it back afterward may help. Testing these options should clarify the cause and improve the sync process.