Quickstart

This guide takes you from a fresh account to your first completed sync. The whole path is: create an organization → connect both providers → run a backfill → read the dashboard.

1. Create your organization #

Sign up and create an organization. Every connection, mapping, API key, and sync run belongs to an organization, so this is the container for all your data. If you were invited to an existing organization, accept the invite instead.

2. Connect HubSpot #

On the Connections screen, connect HubSpot in one of two modes:

• OAuth — click Connect HubSpot and authorize the app. Best for most users.
• Private App token — paste an access token from a HubSpot private app. Best when you can’t install an OAuth app.

On connect we verify the credentials, resolve your portal, and detect which objects your hub supports (for example, the native Subscription object requires Commerce Hub; native Invoices do not).

We never modify your HubSpot portal silently. The custom stripe_* properties we use are opt-in — you choose when to create them from the connection card’s Custom fields panel.

3. Connect Stripe #

Still on Connections, connect Stripe in one of two modes:

• Stripe Connect (OAuth) — authorize through Stripe.
• Secret/restricted key — paste a key and a webhook signing secret.

Credentials for both providers are encrypted at rest and never shown again after you connect.

4. Run a backfill #

Open the Sync screen and start a backfill. This walks your existing Stripe data and upserts it into HubSpot:

• Customers → Companies and/or Contacts
• Prices → Products
• Subscriptions → native Subscriptions
• Invoices → native invoices and/or company rollups

The backfill runs as a background job, so the screen returns immediately and the run moves to running while the worker processes it.

5. Read the results #

The Dashboard shows record counts by type and the status of recent runs. The Sync screen lists each run with its per-object results. From here on, syncs keep flowing automatically:

• Real-time — Stripe webhooks update HubSpot as changes happen.
• Nightly reconcile — a 03:00 job re-checks everything and detects deletions.

Where to next #

• What syncs to what — the full object map and routing rules.
• Configure field mappings and write policies on the Mappings screen.
• Set up outbound notifications on the Webhooks screen.