> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQs - Frequently Asked Questions

## FAQs - Frequently Asked Questions

<Note>
  IMPORTANT: Always check the Notes section in your HubSpot deal to view the status of your integration run.
</Note>

***

<Accordion title="My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?">
  Check the **Notes section** of the HubSpot deal. The integration logs will show whether the invoice or order was successfully created or if any errors occurred.
</Accordion>

<Accordion title="I have installed the app, but how do I create the invoice/order now?">
  Invoices or orders are created automatically when a deal reaches the configured stage based on your **Invoice/Order Sync Rules**.
</Accordion>

<Accordion title="I don't have access to HubSpot Workflows. What should I do?">
  You need access to **HubSpot Workflows** to use automation features. Contact your HubSpot admin to enable the required permissions or upgrade your plan if needed.
</Accordion>

<Accordion title="Will the invoice/order be directly sent to my customer after it is created?">
  No. The integration creates a **draft invoice or order** in Business Central. You can review and send it manually from Business Central.
</Accordion>

<Accordion title="I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way?">
  Yes. Instead of automatic creation, you can configure your workflows or manually trigger invoice/order creation based on your preferred process.
</Accordion>

<Accordion title="I am unable to import my Business Central customer and product data to HubSpot with this application">
  This integration is primarily designed to **push data from HubSpot to Business Central**. Importing data back into HubSpot is limited to specific use cases.
</Accordion>

<Accordion title="What if my HubSpot customer is not present in Business Central? Will the integration work?">
  Yes. If no matching customer is found, the integration will **create a new customer** in Business Central based on your Customer Settings configuration.
</Accordion>

<Accordion title="What if my HubSpot product is not present in Business Central? Will the integration work?">
  Yes. Depending on your Product Sync Rules, the integration can:

  * Skip invoice creation
  * Use a default product
  * Create a new product
</Accordion>

<Accordion title="What if I don't want to manually go to each company or contact and update it?">
  You can automate updates using **HubSpot workflows** or configure mappings so data is synced automatically without manual intervention.
</Accordion>

<Accordion title="How do I just create a customer in my accounting system from HubSpot if I don't want to create an invoice/order?">
  You can configure workflows to **only create customers** without triggering invoice or order creation.
</Accordion>

<Accordion title="I have connected my Business Central account to HubSpot but I can't see the created invoice/order in Business Central">
  Check:

  * Sync rules configuration
  * Deal stage conditions
  * Integration logs in HubSpot notes
</Accordion>

<Accordion title="How can I re-run failed integration attempts?">
  Use the **activity logs / replay functionality** to retry failed actions.
</Accordion>

<Accordion title="Will I be charged if the integration fails due to a setting error at my end?">
  Yes, depending on your plan, failed attempts may still count toward usage. Ensure settings are configured correctly before running live processes.
</Accordion>

<Accordion title="I get the error &#x22;Workflow execution failed: <SKU should not be empty>&#x22;. What should be done here?">
  Ensure that all products in your deal have a valid **SKU or product identifier**, as required by your Product Sync Rules.
</Accordion>

***

<Tip>
  **Got unique integration needs?**\
  Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced Integration Setting](https://custom.cloudify.biz/)
</Tip>