HubSpot Marketplace App

PE Accounting integration

Integrate HubSpot and PE Accounting to reduce manual data input and to visualize your invoicing in HubSpot. 

Installation

Prerequisites

Before you can install the integration you need two things:

  1. Your PE Accounting Company ID.
  2. Your PE Accounting API key.

Reach out to your contact person or to hjalp@accounting.pe to get your information.

 

Installation steps

1. Visit this link (https://extensions.igomoon.com/pe/install) to initiate the install.

2. Select the HubSpot portal you want to integrate.

step-1

3. Approve the selected scopes.

step-2

4. Add the PE company id and API token and click finish installation.

step-3

5. You’re done!

 

Enable object synchronization

1. In your HubSpot portal navigate to “Settings -> Integrations -> Connected apps”

2. Under “PE Accounting” click “Actions -> Go to settings”

step-4

3. Turn on synchronization for companies and/or products.

step-5

 

Features

Custom HubSpot properties

When the the PE Accounting app is installed a number of properties are created:

Property Object - name Description
Organization number Company - orgno Property to hold the organization number from PE
PE Accounting ID Company - pe_accounting_id Reference to the clients ID in PE Accounting
PE Accounting ID Product - pe_accounting_id Reference to the products ID in PE Accounting

 

Push companies to PE Accounting from HubSpot

When a company in HubSpot reaches the lifecycle stage: “Customer” they will be created as “Clients” in PE Accounting.  

 

Sync customers from PE Accounting to HubSpot

On an interval, all active customers will be automatically synched to HubSpot as Companies. The fields that will sync are:

  • name
  • orgno
  • address
  • zip
  • city
  • country
  • phone

View customer invoices in CRM

When a customer has been synced from PE to HubSpot, the customers invoicing history is available in the on the company card. 

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Turning the company sync on for the first time

When you turn the integration on for the first time, it wil try to match your existing HubSpot database with your PE clients. 

  1. It will first look in the orgno property and try to match against the organization number set on the client in PE.
  2. If there are no matching companies on the organization number, it will try to match the company name.

To reduce the risk of duplicated companies, make sure your customers are properly named in HubSpot.

Install PE Accounting