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Ask an admin to add you as an approver or admin on the Users tab.
Approvers see the Approvals and Projects tabs and can link customers, approve, attach and
start projects. Admins see everything, including Won deals, Mappings and this tab. People sign in with
their Microsoft account; the role is kept in this app. Emails in ADMIN_EMAILS are always admin.
Email
Name
Role
Added by
Added (UTC)
Last seen (UTC)
No users yet.
Won deals that reached the sync, with their NetSuite outcome — the project step is the last
NetSuite write. Refreshes every 15s.
Deal
HubSpot ID
NetSuite status
Customer
Project
Detail
Last update (UTC)
No won deals have come through yet.
Company links are how won deals find their NetSuite customer. Click a NetSuite ID in the
lower tables to edit it — Enter saves, Esc cancels.
HubSpot company → NetSuite customer
HubSpot company
HubSpot ID
NetSuite customer
NetSuite ID
Parent
How mapped
Linked (UTC)
No companies are linked yet — link them from the Approvals tab as deals come in.
Entity → Subsidiary
HubSpot entity
NetSuite subsidiary
NetSuite subsidiary ID
Service Type → Project Type
Set on the project's jobType at creation. Fill in the NetSuite Project Type
internal id once the Project Type list is populated (Setup → Accounting → Accounting Lists → Project Type).
HubSpot service type
NetSuite project type
NetSuite project type ID
Line of Business → Class
HubSpot line of business
NetSuite class
NetSuite class ID
Every won deal moves through three steps. 1 · Customer: link the HubSpot company to its
NetSuite customer, or create one. 2 · Project: confirm dates to create the NetSuite project (new business),
or attach an existing project (renewal). 3 · Start: when work begins, sync the project's actual start/stop
to HubSpot. Filter by the step a deal is waiting on, or search.
Deal
Progress
HubSpot ID
Since
Nothing matches.
Resolved decisions
Company / deal
HubSpot ID
Requested
Outcome
Resolved (UTC)
Deal → NetSuite project relationships as stored in the local database (record_link),
with the human-confirmed start/stop dates. Renewal rows reference a pre-existing project;
new rows point at the project the sync created.