Can I use the HubSpot Merge feature?
Advanced Billing currently does not support this feature, which allows a deal record to be merged to a new or existing deal record, but loses the previous CRM card.
Can I use the NextGen HubSpot integration with a site on the legacy Statement architecture?
No, the integration can only be used in sites on Advanced Billing’s newer Relationship Invoicing architecture. If your site is on the older Statement-based architecture, you may contact firstname.lastname@example.org to request an upgrade.
Can I use Advanced Billing Coupons with this integration?
Yes, the integration syncs the Advanced Billing product catalog as HubSpot Products. Including coupons, once they have been associated to the deal you can click Sync Deal with Chargify at the bottom of the deal view and the discount calculation will update the values of the line item.
Is the integration using HubSpot Custom Objects?
No, at this time the integration is using CRM card, timeline events, and product library HubSpot functionality.
Does the integration support custom line item pricing?
No, the integration pulls the Advanced Billing product catalog to build the HubSpot Product Library. Those items that exist with in your HubSpot Product library can be used to create Advanced Billing Subscriptions.
Does the integration support Subscription Groups or Parent/Child relationships?
No, not at this time.
Can I restrict functionality based on user roles?
The HubSpot Admin user will be able to create roles and segment access based on the user roles.
I can’t see taxes on my invoice?
In the case where you cannot see the taxes being applied to the invoice rendered by the Subscription Preview time line event or deal line item associations. One must verify that the correct ISO format is being used on the city, state, and country of the contact record.