How to Resolve and Prevent Industry Field Synchronization Issues Between Genesy and HubSpot

The synchronization of data between Genesy and HubSpot is essential for seamless business operations. Occasionally, users may encounter issues with the synchronization of the 'Industry' field, which can disrupt workflows. This article outlines common causes of such issues and provides step-by-step instructions to resolve and prevent them in the future.

Common Causes of Industry Field Synchronization Issues

Mapping Errors: Synchronization fails when the mapping of the 'Industry' field is not correctly configured between Genesy and HubSpot.
Incompatible Property Types: Mismatches between the field types used for 'Industry' (e.g., text field vs picklist/dropdown) can result in errors.
Property Name Discrepancies: Inconsistencies in naming conventions for the mapped fields can lead to failed synchronization processes.

Troubleshooting and Resolving Industry Field Synchronization Errors

Step 1: Verify Field Mapping

Navigate to Integrations > HS Configure > Step 2 (Company Mapping) in the Genesy platform.
Check if the 'Industry' field in Genesy is correctly mapped to the corresponding property in HubSpot.
Ensure that the mapped fields align correctly in both systems. If the 'Industry' field in HubSpot is a picklist, verify that the picklist options are identical in both systems, including exact wording and character matching.

Step 2: Check and Modify the Property Type in HubSpot

Open the 'Industry' property in HubSpot.
If the property type is set as a dropdown (picklist), update it to a text field, which is typically more compatible for integration with Genesy. - To change the property type, edit the property from the property settings in HubSpot.
Save the changes and recheck the integration mapping.

Step 3: Ensure Property Naming Consistency

Once the 'Industry' field in HubSpot has been converted to a text field, ensure that its name matches the name configured in Genesy. - Example: You may create or rename the field in HubSpot to 'Genesy Industry (Automated)' for clarity, though specific naming depends on your organization's preferences.
Update the Genesy mapping configuration to reflect the changes made in HubSpot.

Best Practices for Preventing Synchronization Issues

To avoid similar issues in the future:

Use text fields for properties that will be mapped between Genesy and HubSpot whenever possible.
Maintain consistent and clear naming conventions for mapped properties.
Regularly review and update integration mappings after changes to property types or names in either system.
Test new mappings in a staging environment to ensure compatibility before deploying to production.

Recap

By verifying field mappings, ensuring compatible property types, and maintaining consistent property naming, you can effectively resolve and prevent synchronization errors between Genesy and HubSpot. This troubleshooting process ensures smooth data integration, keeping your workflows uninterrupted.

How can I resolve and prevent Industry field synchronization issues between Genesy and HubSpot?