OrderMate by Oolio has some fantastic venue/POS software to help manage your business and we recently scoped how to synchronise OrderMate data to enable marketing automation and segmentation on the HubSpot platform.
When we discussed possibilities with the OrderMate development team, there were no realtime options on the roadmap any time soon. However, they did suggest using an FTP/file-drop method where CSV files would be uploaded to a processing server periodically.
This actually works quite well as the order data is only received after the account has been closed off. It simplifies the integration as the HubSpot deals don't need to be updated (like with our Seven Rooms Integration).
Based on that, processing scripts can be developed to extract the data and upload directly to HubSpot.
HubSpot-OrderMate Integration Solution
After reviewing a few data samples and mapping them back to HubSpot Objects, we came up with the following schema:
- HubSpot Contact
- HubSpot Deal (associated to Contact)
Integration Functionality
- Setup FTP server to receive CSV files
- Develop processing logic to extract data points from the CSV files to create:
- Contacts (Create / Update)
- Deals
- Create only (data is only pushed when accounts are closed off on OrderMate side)
- Line items: No product sync - line items would be placed directly on the deal.
Product information would be contained in the line item description and could be used for segmentation.
- Call out columns from the CSV samples:
- Category, section: These will be created as deal properties. As there can be multiple set per line we will store these as comma separated values on their equivalent HubSpot property. (String properties)
- Account_id: This is unique and used to group line items together. We will create a unique property on the deal object to avoid duplicates
- Order Mate customer ID + Email address + HubSpot contact ID will be stored in the middleware processing. If an email address is updated on OrderMate side we will update the existing HubSpot contact instead of creating a duplicate based on this ID.
- Orders without an email address will be excluded from the sync:
- Optional: This can be included but additional dev time required. Deals without an associated contact could be created. An OrderMate customer ID would be applied to a deal property. A HubSpot workflow could then be used to link the old orders to the new contact with an email address. (HubSpot Ops Hub Pro also required)
This integration has only been scoped at this stage but if you would like us to build this out for you please get in touch below.