Syncing Line Items between HubSpot and RevOps

Learn how RevOps syncs line item data between RevOps Deals and HubSpot Line Items

Syncing Line Item data to HubSpot

Each time the RevOps deal is saved, line items on your deal will synchronize to HubSpot as custom line items on the associated HubSpot deal. 

Line Item data from RevOps will synchronize to the following HubSpot fields:

RevOps Line Item Field

Synchronizes to HubSpot Line item Fields

Name

Line Item Name

Service Start Date

Billing Start Date of the line item.

If you add multiple service periods to the RevOps line item, RevOps will create a separate HubSpot line item for each period. The start date of each period will synchronize to the start date of the line item.

Length

Term (Months)

If length is not specified on the line item in RevOps, RevOps will synchronize the contract term length. Please note, HubSpot rounds this field to the nearest integer.

Quantity Quantity
Currency Currency
List Price Unit Price
HubSpot Product ID HubSpot Product ID, if this ID is stored on the RevOps SKU.

Adjusted Price

The Net Price displayed in HubSpot will match the Adjusted Unit Price in RevOps.

If the adjusted list price is higher than the list price, RevOps will write the adjusted list price to the Unit Price field and will not write to the discount field.

Discount %

When a price adjustment is made to the RevOps line item, RevOps will calculate the unit discount amount and synchronize that amount to the HubSpot Unit Discount field.

The discount % is synchronized as a discount amount, not a discount percentage.

Unit Pricing Schedule

 

The monthly, annual, or one-time unit pricing schedule will synchronize as the corresponding value in HubSpot's Recurring Billing Frequency field.

The Recurring Billing Frequency field is required to calculate MRR, ARR, and TCV within HubSpot correctly.

However, within RevOps, the Billing Frequency of an agreement may be independently set as an agreement term that differs from the unit pricing schedule. Agreement term values need to be separately mapped for synchronization to HubSpot.

 

Syncing to custom HubSpot Line Item properties

In addition to the built-in mappings above, you may also choose to synchronize additional data from RevOps to the HubSpot Line Item. To do this, you must first create the property on the Product object.

Once the property has been created, head over to RevOps's HubSpot Integration Settings. Click on "Add new mapping" and select the field in RevOps that you would like to sync to your newly created Property.

 

Some common custom line item mappings include:

  • Service Length (length)
    • Since HubSpot "Term (months)" only allows integers, if your line items may be pro-rated for partial months, we recommend that you create a custom "length" property in the formatted number format. This will allow you to capture length as a decimal.
  • Service End Date (serviceEndDate)
    • Although the service start date has a built-in mapping, the service end date does not. To also store the service end date of the line item, you'll want to create an end date property on the Product object.

Importing HubSpot Line Items to RevOps Deals

Line Items do not have to exist on your HubSpot Deal to start quoting your customers in RevOps. However, if there are Line Items on the HubSpot Deal, when creating a deal with RevOps, these line items will be import.

Line items from HubSpot will only be imported the first time the HubSpot deal is associated with the RevOps deal.

If line items are imported from HubSpot, any adjustments made to pricing while quoting with RevOps will be synchronized back to HubSpot.

To import your line items from HubSpot, data will be imported and synchronized in the following ways:

HubSpot Line Item Field

RevOps Line Item Field

Name

Both Line Item Name & Line Item Title

Start Date

The effective start date of the Line Item on your RevOps agreement.

If "At payment" is set, this field will be the date the HubSpot deal was imported to RevOps.

Terms (Months)

Line Item Length

Currency

Currency

If the currency on your HubSpot line items does not match a supported RevOps currency, your line items will be imported as USD. 

Quantity Quantity
Description Line Item Description
Unit Price List Price
HubSpot Product ID HubSpot Product ID
Unit Discount

When unit discount is set as an amount, RevOps will subtract the unit discount amount against the unit price to calculate and display the Adjusted Unit Price and discount %.

When unit discount is set as a discount %, RevOps will set the Discount % field and calculate the adjusted unit price.

Recurring Billing Frequency = Monthly

 

Imported with a unit pricing schedule of per month.

This line item was be imported with a single service period that spans the length of the value for Term (Months). 

Recurring Billing Frequency = Quarterly

Since this line item is priced as per unit per 3-month period, the line item is multiplied by 4 to calculate an annual unit price.

The length of the line item will be set to 3 months, so a quarterly total price is displayed on the agreement.

RevOps will create a line item service period for every quarter depending on the length of the value for Term (Months).

If the line item length is not evenly divisible into three-month service periods, an additional period will be added to the end with the remaining months.

Recurring Billing Frequency = Semi-Annually

Since this line item is priced as per unit per 6-month period, the line item is multiplied by 2 to calculate the annual unit price.

The length of the line item will be set to 6 months, so a semi-annual total price is displayed on the agreement.

RevOps will create a line item service period for every six months, depending on the length of the term months.

If the line item length is not evenly divisible into six-month sub-periods, an additional period will be added to the end with the remaining months.

Recurring Billing Frequency = Annually

Imported with an annual unit pricing schedule.

The length of the line item may be split into multiple service periods depending on the length of the value for Term (Months). 

  • If the line item length is evenly divisible into one-year sub-periods, there will only be one service period matching the relevant number of years.
  • If the line item length is less than one year, there will be one service period matching the relevant number of months.
  • If the line item length is greater than a year but not evenly divisible into one-year service periods, there will be 1 period containing the number of full years and 1 period with the remaining months.

Recurring Billing Frequency = Every Two Years

Imported with an annual unit pricing schedule.

Since this line item is priced as per unit per 2-year period, the line item is divided by 2 to calculate the annual unit price.

The length of the line item will be set to 2 years, so the annual total price is displayed on the agreement.

RevOps will create a line item service period for every two years, depending on the length of the term months.

If the line item length is not evenly divisible into two-year sub-periods, an additional period will be added to the end with the remaining months.

Recurring Billing Frequency = Every Three Years

Imported with an annual unit pricing schedule.

Since this line item is calculated as per unit per 3-year period, the line item is divided by 3 to calculate the annual unit price.

The length of the line item will be set to 3 years, so annual total price is displayed on the agreement.

RevOps will create a line item service period for every three years, depending on the length of the term months.

If the line item length is not evenly divisible into three-year sub-periods, an additional period will be added to the end with the remaining months.