Support case or ticket process handoff
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Ticket or Tasks record needs a defined result in the other system.
- Start with HubSpot Ticket and Infor WMS Tasks. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve requester, organization, team, and status references before ticket updates.
- Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.
If it fails: Check whether a reply or notification was already sent before replaying ticket actions.
Product or catalog item sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Product or Items record needs a defined result in the other system.
- Start with HubSpot Product and Infor WMS Items. 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.
Task or work item sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Tasks or Tasks record needs a defined result in the other system.
- Start with HubSpot Tasks and Infor WMS Tasks. Use the record-matching and field-ownership rules from your mapping worksheet.
- Resolve project, user, and parent-item references before the task.
- 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 reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.
If it fails: Reconcile the destination state before retrying a transition to avoid reopening completed work.
Reconcile Infor WMS business records with HubSpot
This is an evaluation scenario; connector and operation support require confirmation.
Starting event: A finance-owned record in Infor WMS needs operational visibility through Contact or Company.
- Select Items or Inventory 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.