The following steps walk through adding Charge Type as a Custom Property and viewing the new property in Deals.
Steps:
HubSpot Setting
- In HubSpot, navigate to Settings > Properties.
- Select Product properties from the drop-down menu and then click Create property.
- Create a new property:
- Choose Dropdown Select Field type and Populate the Custom Property Labels and Internal Values.
- Once you click Create, the Charge Type property is shown in the available properties.
- Click Edit line-items within Deals.
- Click the Edit column. In the modal, click the checkbox for each of the Ordway Properties to display in Deals. Save when finished.
- When finished, all selected Ordway Properties are displayed within Deals.
Ordway Setting
- In Ordway, and access the HubSpot integration via Menu > Integrations > HubSpot > Settings.
- Click on To Ordway and edit the mapping of Deal & Line Items by adding Charge Type property.
- Click on To HubSpot and edit the mapping of Deal & Line Items by adding Charge Type property.
- Once these steps are complete, you can now sync Subscriptions with Charge Type as usage_based to and from Ordway and HubSpot.
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