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OW Sync - Orderwise Connector
HubSpot Tips & Tricks
OW Sync - Orderwise Connector
Overview
Credentials
Licensing
App cards
Data sync
Data mapping
Import strategy
Workflow actions
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Knowledge Base
OW Sync - Orderwise Connector
HubSpot Tips & Tricks
OW Sync - Orderwise Connector
Overview
Credentials
Licensing
App cards
Data sync
Data mapping
Import strategy
Workflow actions
OW Sync - Orderwise Connector
Learn how to leverage OW Sync - Orderwise Connector: Cogent's ERP integration software made specifically with Orderwise in mind.
Overview
How To Install & Use OW Sync - Orderwise Connector
Credentials
How to edit Orderwise credentials in OW Sync - Orderwise Connector
How to reset your OW Sync - Orderwise Connector installation to factory settings
Licensing
How to change your license key in OW Sync - Orderwise Connector
How to review your OW Sync subscription details & download invoices
App cards
How to set up & use the OW Sync sidebar / preview app cards in HubSpot
Data sync
How to pull recent Orderwise data (up to 24 hours) manually
How to change sync interval in OW Sync - Orderwise Connector
How to sync data manually from Orderwise to HubSpot using OW Sync
Data mapping
How to enable value lists and synchronise enumeration data from Orderwise
Import strategy
Bulk Data Imports with OW Sync - Overview and Strategy
Preparing Company, Contact, and Order for Data Import
Importing Orders and Line Items into HubSpot
Workflow actions
How to create Orderwise records via workflow actions
How to update Orderwise records via workflow actions
Overview of workflow actions available
What are OW Sync workflow actions
How to Add Line Items to Sales Order
How to add an OW Sync custom action to your HubSpot workflow
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