Creating HubSpot Mappings – Kantata Knowledge Base

Requirements

Integrations Platform: M-Bridge

Subscription Plan: Enterprise

User Permissions: Account Administrator

Overview

After you connect your M-Bridge account to HubSpot, you can create your mapping tables in M-Bridge. There are three available mapping tables that are required for different HubSpot scenarios:

HubSpot Company Properties—This maps companies in HubSpot to Kantata OX groups. This table is required for the HubSpot Deal to Mavenlink Project and HubSpot Company to Mavenlink Workspace Group scenarios.
HubSpot Deal Properties—This maps HubSpot deals to Kantata OX projects. This table is required for the HubSpot Deal to Mavenlink Project scenario.
HubSpot Deal Stages—This maps HubSpot deals to Kantata OX projects.

Log in to M-Bridge.
On the homepage, locate the HubSpot card and then click Settings. The Scenarios page opens.
On the right side of the page, click the Mappings drop-down menu and then select the desired mapping set. You’re redirected to the HubSpot Mappings page.
In the top-right corner of the page, click New Mapping Set. The new mapping set page opens.
Note: The Kantata OX and HubSpot field options on the new mapping set page will vary depending on which mapping set is selected.
Add a Name for the company mapping set.
Select a Service.
In the External column, select which HubSpot field will map to the corresponding Kantata OX (Mavenlink) field for each pair.
Note: Fields in the Mavenlink column are auto-populated from Kantata OX projects—including custom fields—but they can be edited and removed as needed.

Note: When you first click on a drop-down in the External column, it may take a few moments for the options to appear.
If you’d like to remove a mapping pair from the set, click the Delete button to the right of the pair.
To add any additional mapping pairs, click Add Mapping Pair at the bottom of the table and then fill out the fields that appear.
Click Submit. The mapping set is created and appears on the Mapping Sets page.

Log in to M-Bridge.
On the homepage, locate the HubSpot card and then click Settings. The Scenarios page opens.
On the right side of the page, click the Mappings drop-down menu and then select the desired mapping set. You’re redirected to the HubSpot Mappings page.
In the top-right corner of the page, click Import Mapping Set. The Import Mapping Set page opens.
Enter a Name and select a Service.
Click Choose File and then follow your computer's prompts to select your CSV file.
Click Import. Your mapping set imports and appears on the Mapping Sets page.
Note: If your CSV file is missing any required headers, an error message will appear at the top of the page listing which headers are needed.