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How To Install & Use OW Sync - Interprise Connector

Here's everything you need to know to install and use OW Sync - Interprise Connector.

 

How To Install & Use OW Sync - Interprise Connector

Here's everything you need to know to install and use OW Sync - Interprise Connector.

1. Before You Start — Get Your Interprise API Key and Address

Interprise ships either installed on your own Windows Server or hosted by Interprise/a partner — either way, your deployment has its own base URL and port, and you'll need an API key generated inside Interprise itself.

  1. Register the IWS plugin (one-time, inside Interprise): go to System Manager → Tools → Plugin Manager → Add Plugin, select Interprise.Presentation.IWSPlugin.dll, enable Interprise Web Services (IWS) and Administrator, then restart Interprise.
  2. Generate an API key: go to System Manager → Tools → Interprise Web Services (IWS) → API User Setup, choose File → New, select the Interprise user the key should act as, assign the key, then Save & Close. The API key follows that user's own role and permissions — make sure the user can see everything you intend to sync (customers, CRM contacts, inventory items, sales orders, and invoices), and can create/update the records you intend to write back from HubSpot.
  3. Note your base URL: your Interprise deployment's address, including the port — for example https://your-server.example.com:83/Interprise.Web.Services.YOURCOMPANY. This is different for every customer; ask whoever manages your Interprise server if you're not sure.

    ⚠️ IP allowlisting required: OW Sync connects from a small set of fixed outbound IPs. Ask whoever manages your Interprise server's firewall to allowlist both before connecting — otherwise every request will time out.

2. Initial Installation

  • Install OW Sync - Interprise Connector from the official installation flow. On the OW Sync landing page, open the "Search for your ERP..." dropdown and select Interprise, then click Log In with HubSpot.

    Screenshot 2026-09-23 at 21.47.36

  • Select your HubSpot account from the list. We recommend testing on a sandbox or test account before deploying to production.

    Screenshot 2026-09-23 at 21.47.44

  • Review the permissions required by the app — these include access to your companies, contacts, orders, invoices, products, line items, and their property schemas — then click Connect app to proceed.

    Screenshot 2026-09-23 at 21.47.51

3. Account Setup

After connecting, you'll be guided through a setup wizard.

  1. Select Billing Contact: Choose a portal user who will be the primary billing contact for this account from the dropdown, then click Continue.

    Screenshot 2026-09-23 at 21.33.16

  2. Company Information: Enter your billing company details including domain, legal company name, street address, city, state/county, postal code, and country. This information will be used for invoicing. Click Continue to proceed.

    Screenshot 2026-09-23 at 21.33.37

4. Connect Interprise

  • Welcome to Interprise Connector: The onboarding wizard explains what you'll need — your Interprise base URL and the API key generated in Interprise. Click Continue.

    Screenshot 2026-09-23 at 21.49.10

  • Enter your credentials: Enter the Base URL and API Key from section 1 and click Continue. This step also reminds you to whitelist both OW Sync IPs on your Interprise server.

    Screenshot 2026-09-23 at 21.49.17

  • Test Connection: OW Sync confirms the API key is valid and reads a sample of customers and inventory items from your deployment. Click Continue once the checks pass.

    Screenshot 2026-09-23 at 21.49.38

5. HubSpot Setup — Create Properties

Interprise data is mapped to the matching native HubSpot objects (companies, contacts, products, orders, invoices, and line items). OW Sync will automatically create and manage the custom properties needed to hold your data — there's no target object to choose.

  • Click Create Properties to proceed. OW Sync creates the custom properties for your customers, CRM contacts, inventory items, sales orders, invoices, and their line items, and reads your Interprise deployment's lookup lists (currency, payment terms, shipping methods, and departments) to populate the matching dropdown properties with the right options.

    Screenshot 2026-09-23 at 21.50.21

6. Finish Onboarding

  • Once properties are created, you'll see the All set! screen confirming your Interprise connector is configured and ready to use. Click Go to Dashboard to enter the app.

7. Review Your Sync Configuration

  • After onboarding, you'll land in the OW Sync app. The Mapping page's Objects tab shows your pre-configured sync pairs, which bring Interprise data into the native HubSpot objects.
  • Use the Activated toggle on each row to turn a sync pair on or off, and the Interval dropdown to set how often it runs (sync frequency depends on your plan). You can review the field mappings for any pair by expanding its row before enabling it.

    Screenshot 2026-09-23 at 21.52.57

  • Map Interprise fields to HubSpot properties as needed. Fields are pre-mapped to the auto-created HubSpot properties by default, and you can change the target property or disable individual field syncs from the expanded row.
  • The Enumerations tab shows the lookup lists read from your Interprise deployment that back the dropdown properties, and the Exclusions tab lets you filter out records you don't want in HubSpot (for example, prospects that haven't converted to customers yet).

    Screenshot 2026-09-23 at 21.53.05

8. Review Associations

  • The Associations tab lists the relationships OW Sync builds automatically in HubSpot once the relevant sync pairs are running.
  • Use the Activated toggle to enable the associations you want. The Associated So Far column tracks progress for the association types HubSpot can report on.

    Screenshot 2026-09-23 at 21.53.12

9. Create Records in Interprise from HubSpot (Optional)

OW Sync ships HubSpot workflow actions that write back to Interprise, so you can create and update records directly from HubSpot without re-keying data. Add any of these actions to a workflow (for example, when a deal reaches a closed-won stage).

Action outcomes, including any Interprise validation errors, appear in the workflow's action logs.

ℹ️ Plan tiers: Create and update actions for customers and contacts are available on all plans. The item, sales order, line-item, and payment actions require a Standard plan.

10. Review Sync History

  • Navigate to Sync Logs in the left sidebar to view synchronization history.
  • The first sync will begin shortly after you enable a sync pair. Subsequent syncs run automatically on the schedule you set.

11. Verify in HubSpot

  • Once a sync completes, navigate to the matching HubSpot objects — Companies, Contacts, Products, Orders, and Invoices — to verify the data.
  • You should see Interprise records with all mapped fields populated, sales orders and invoices linked to their customer's company and contact, and their line items attached to the parent order or invoice.

This guide will be updated with new functionality, object types, and synchronization options as they become available. Visit the OW Sync website for the latest features, or contact the Cogent Connective team with any questions not covered here.