1. Install SyncQ in HubSpot

1.1 Install/upgrade the SyncQ app to your HubSpot account: Install the latest release of SyncQ from sga.syncq.net GetSyncQ section. Alternatively find SyncQ HubSpot from Intacct or HubSpot app store.

1.2 After installation of the SyncQ, you will be automatically redirected to the SyncQ Home page for further configuration.

 

2. Connect and Authorize Your Sage Intacct

From SyncQ App page:

2.1 Click Connect to Sage Intacct button
2.2 Fill up as follows:

2.1 Click on  the "Connect to Sage Intacct" green button
2.2 This will pop up a new window, insert your Sage Intacct credentials
2.3 On successfull authorization, If everything works correctly, you will get
Sage Intacct company name in green color next right to the company drop-down. (If not authorized or an incorrect company ia selected, a message will appear as "Require Sage Intacct Authorization")
2.4 If you see your company name in Green, the green button will be replaced by a red button "Update Intacct".   

Congrats! We are good to start linking your Sage Intacct with HubSpot.

3. Update Resource and Field Mappings

3.1 After you authorize your Sage Intacct company, create HubSpot to Intacct sync mappings.

3.2 Following are sample mappings to create Quote from HubSpot and vice versa.

HubSpot	Sage Intacct
Company	Customer
Product	Item
Deal	Quote

3.3 If you have different requirements as per your business requirement, update these mapping.
3.4 To update mapping, click on the setup wheel icon

Sample Configuration and sync process

SyncQ  Sample Configuration:

1. Select your Intacct company on the SyncQ app page and click on the setup Wheel icon
2. It will show two columns, one HubSpot, another Sage Intacct, followed by a Green Link Button
3. Select the desired HubSpot object that you want to sync to Sage Intacct
In this example, we will map HubSpot Company with Sage Intacct Customer resource
4. Select Company in the HubSpot drop-down, Select Customer in the Sage Intacct drop-down, and then click the Link button on the right
5. A new row will add up starting with ID as LQ-xxx.
6. This has created a mapping at the Hubspot object to Sage Intacct resource level, next we will define field mappings
7. Click on the Field Mappings icon (two circled arrow icon), it will add up a new row,
showing HubSpot object fields and Sage Intacct resource fields
8. Map the desired fields as required (for proper synching, correct field mapping required, ask SyncQ for any help)
In this example, we will map, Company Name from HubSpot to Business Name
from Sage Intacct Customer resource
On success, it will add a new row starting with ID LQB-xxxx
9. We are now ready to Synch records from HubSpot to Sage Intacct
10. Goto a record page of HubSpot Account
11. Goto a Company record in HubSpot
12. There is a new field Sync to Sage Intacct on the detail page.
13. Select the value to yes

If everything is working fine, you will see a Sage Intacct Id automatically updated in your HubSpot record:

FOR MULTI-COMPANY CONFIGURATION, Sage Intacct COMPANY SELECTION IS MUST, OTHERWISE SYNC WILL FAIL, IN A SINGLE COMPANY SETUP, IT IS NOT MANDATORY