Create a Deal in Hubspot as you normally would, attach a company and select the Line Item that is prepared with the Younium product Id (for more info on Younium ID see setup guide).
Fill out the Younium deal details under “About this deal”
Fields to fill out on both Company & Deal
Pls note that no field named "Younium field name"can be left empty.
On the company select your your Younium legal entity, even though you only have one legal entity.
On the deal the following custom fields must be updated with data:
- Close date
- Younium Auto renewal
- Younium initial term
- Younium legal entity
- Younium Order effective start date
- Younium renewal term
Make sure your Line item is updated with the deal data:
Press “Edit” to update the deal to what you have agreed with your customer
Hubspot Billing frequency vs Younium price period & billing period
Since Hubspot Line Items do not have input fields that makes it possible to set price period and billing period separate of each other their field Billing frequency will become both. The outcome of this is that from Hubspot you can not create a order in Younium with different price period and billing period. They will become the same.
Also note that even though, there are more options available under “Billing Frequency” only Monthly/Quarterly/Annual will work and be synched to Younium.
Create an order in Younium by pressing the “Create order” button. Hubspot will give you a green dialogue box if the order was successfully created.
If you now press “View order Draft in Younium”, Younium will open and you get your Order Draft.
Order draft in Younium
Line item mapping
|Hubspot Line item||Younium||Comment|
|Product ID||External CRM ID||The integration fetches the product in Younium based on the Hubspot Product ID, this can be on Product or Charge level in Younium.|
|Billing start date||Start on > Specific date||If custom start date is set in Hubspot, it is mapped to Younium|
|Billing frequency||Price period||Monthly, Quarterly, Annual are supported options|
|Billing frequency||Billing period||Monthly, Quarterly, Annual are supported options|
|Quantity||Mapped if charge has price model Quantity in Younium|
|Pre discount amount / Quantity||List price|
|Net price / Quantity||Price|