Customer invoice sync test
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Starting event: A change to the selected Invoice or Invoices record needs a defined result in the other system.
- Start with Campfire Invoice and HubSpot Invoices. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve the customer or supplier, account codes, tax, currency, and accounting period before posting.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.
If it fails: Determine whether a transaction posted before retrying. Follow the approved adjustment process for posted records.
Product or catalog item sync test
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Starting event: A change to the selected Product or Product record needs a defined result in the other system.
- Start with Campfire Product and HubSpot Product. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve units, variants, categories, and applicable price lists before order lines.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
If it fails: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.
Reconcile Campfire business records with HubSpot
Validate the selected objects and operations even where connector-level direction is documented.
Starting event: A finance-owned record in Campfire needs operational visibility through Contact or Company.
- Select Bill or Invoice with the correct legal entity, period, and currency.
- Define a reporting relationship in HubSpot; do not equate customer records, ledger accounts, and posted transactions.
- Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.
Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.
If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.