Table of Contents

• Overview
• CSP SETTINGS
• DEFAULT MAPPINGS
• REVERSE MAPPINGS < ORDWAY TO HubSpot>
• Monitor and Logs - HS Instances

Overview

This document describes the HubSpot (HS) integration configuration: CSP settings, default mappings (Companies, Contacts, Products, Charges, Contracts, Quotes, Orders), reverse mappings (Ordway → HubSpot), and how to access monitoring and logs for HS instances.

Quick summary

• Enable CSP settings to allow access to the V2 HubSpot instance.
• Review and maintain default mappings for Companies, Contacts, Products, Charges, Contracts/Contract Lines, Quotes/Quote Lines, Orders/Order Lines.
• Confirm reverse mappings from Ordway to HubSpot for customers, contacts, products, charges, subscriptions, quotes, and orders.
• Use the environment-specific app monitoring view in HubSpot to inspect logs; always filter by portal ID

1. CSP SETTINGS

Ensure Settings toggle is enabled so customers can access the V2 instance on HubSpot from the Setup > General Settings page under Integration Settings.

2. DEFAULT MAPPINGS

For each object below, review and confirm field mappings in the HubSpot integration UI.

2. A. COMPANIES 

Verify Company-level field mappings

2. B. CONTACTS

Verify Contact-level mappings (Ordway Contact ID, First name, Last name, Email, Phone Number, Job Title. Ensure email and any required HubSpot contact fields are included and validated.
 

2.C. PRODUCTS

Confirm Product field mappings (Ordway Product ID, Name, Ordway SKU, etc.,).

2.D. CHARGES

Map charge-related fields (Ordway Charge ID and Ordway Product ID). Validate tax and discount fields where applicable.
 

2.E. CONTRACT or CONTRACT LINES

To see the Contract and Contract Lines Mappings, click here or on the image below:

2. F. QUOTES or QUOTESLINES

To view the Mappings for Order/OrderLines, Quotes/QuotesLines, click here

3. REVERSE MAPPINGS < ORDWAY TO HubSpot>

3. A CUSTOMERS/CONTACTS/PRODUCTS/CHARGES

To view mappings for Customers, Contacts, Products, Charges, Click here.

3.B. SUBSCRIPTION/SUBSCRIPTION CHARGES

To View mappings for Subscription and Subscription Charges, Click here 

3. C. QUOTES/QUOTES CHARGES

To View mappings for Quotes and Quotes Charges, Click here 

3. D. ORDERS/ORDERLINES

To View mappings for Order and Order Lines, Click here 

Monitor and Logs - HS Instances

Log in to the HubSpot account for the environment: hubspot-developers-1hccvgn.com (Portal ID: 7755105).

Steps

1. Navigate to Apps > [Environment-specific app] > Monitoring.
   
2. Use the portal ID filter to select the HubSpot environment that requires debugging.
3. Review the logs and monitoring data for that instance.

Important

• Always filter by the target portal ID before investigating to avoid mixing logs from other environments.
• If you need access or can’t find the app, contact the environment owner or platform admin.