App guide

SYSPRO ERP Integration guide

Connect your SYSPRO ERP directly to HubSpot CRM. Automatically sync customers, contacts, inventory, orders, invoices, and any custom SQL table — no code required. Configure everything from inside your Plugivo portal without ever leaving the browser.

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Capabilities

Key features

01Sync any SYSPRO table or view to any HubSpot object
02Create HubSpot properties without leaving the portal
03Map fields from SYSPRO columns to HubSpot properties
04Map to standard & custom HubSpot objects
05Smart deduplication using Primary Key (unique property)
06Automated sync schedules: 5 min to weekly
07On-premise SYSPRO Agent — runs on your Windows Server
08Sync operations, error alerts, and log monitoring
09Per-plan operation limits (2 to 50 operations)
1014-day free trial on Starter plan

Pre-configured live sync operations

Customer Accounts to Companies
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Customer Accounts to Companies
ArCustomer → Companies (Daily sync, Active)
Inventory Master to Products
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Inventory Master to Products
InvMaster → Products (Hourly sync, Active)
Invoices & Sales Orders to Deals
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Invoices & Sales Orders to Deals
ArInvoice / SorMaster → Deals (Daily sync, Active)

Implementation

Setup guide

1

Install and Authorize via HubSpot OAuth

Click "Install App Free" at the top of this guide. You will be redirected to HubSpot to select your target workspace portal. Review and accept the permission scopes (CRM objects, Properties, Custom Objects, Invoices, and Orders) to authorize Plugivo.

Three steps for SYSPRO integration: connect the local Windows agent, map SQL columns to HubSpot properties with a unique key, then schedule sync and review activity logs.
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SYSPRO setup overview: connect the agent, map fields and a unique key, then schedule and monitor synchronization.
2

Access the Integration Dashboard in the Plugivo Portal

After HubSpot authorization, you will be redirected to your dedicated Plugivo portal workspace. Here you can view your connected HubSpot portal ID, subscription status, sync quota usage, and quick links to open the SYSPRO Sync Dashboard or view the app guide.

Plugivo integration dashboard with the connected HubSpot workspace, SYSPRO subscription and sync dashboard link.
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Plugivo Portal Dashboard showing connected workspace, plan details, and direct access to the SYSPRO Sync Dashboard.
3

Activate Your Subscription Plan (14-Day Free Trial)

Choose a plan that fits your business volume. Get started risk-free with a 14-day free trial on the Starter plan. Your tier determines how many simultaneous Sync Operations you can maintain (2 on Starter, 4 on Growth, 10 on Professional, up to 50 on Enterprise) and your maximum sync frequency.

SYSPRO subscription plan selection with Starter, Growth, Professional and Enterprise tiers.
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Tier selection: Starter ($79/mo), Growth ($199/mo), Professional ($399/mo), and Enterprise ($799/mo) with flexible billing cycles.
4

Configure Database Connection Credentials

Navigate to Setup & Gateway Settings. In Step 1, input your SYSPRO SQL Server IP or Hostname, database port (1433 by default), database name, Windows domain (if required), and SYSPRO operator credentials. All credentials are encrypted on-disk using AES-256 encryption keys.

SYSPRO gateway setup form for SQL Server connection details and operator credentials.
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Step 1 of Setup Wizard: Enter SQL Server connection details and SYSPRO operator credentials with AES-256 security.
5

Download and Deploy the SYSPRO Background Agent

In Step 2 of the setup wizard, download the pre-configured Windows Agent package (.ZIP). Extract the package to any folder on your Windows Server or SQL host. Right-click install.bat and select "Run as administrator" to register and start the background sync connector.

SYSPRO Windows agent download and deployment instructions in the gateway setup wizard.
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Step 2 of Setup Wizard: Download the pre-packaged Windows background agent with embedded portal authentication key.
6

Verify Live SQL Gateway Connectivity

In Step 3, click "Test Connection" to send a live verification ping to your running agent. The agent connects to your local SQL Server, reads the table and column schema metadata, and uploads it to Plugivo. When the badge displays "SQL Gateway Active & Ready", click "Configure Operations".

SYSPRO setup wizard verifying the running agent and SQL gateway connection.
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Step 3 of Setup Wizard: Real-time verification ping confirms database connectivity and registers your schema tables.
7

Create Your Sync Operations from Pre-Built Templates

On the Operations tab, click "+ New Operation". Choose from pre-configured ERP templates (Customers → Companies, Contacts → Contacts, Inventory → Products, Sales Orders → Deals, Invoices → Deals) or create a custom route from any SQL table or view. Set your operation name and sync schedule.

SYSPRO Sync Operations dashboard showing two active daily pipelines to HubSpot Companies and Deals, with New Operation and Sync Now controls.
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Operations dashboard displaying active sync pipelines with status tags and instant "Sync Now" triggers.
New Sync Operation dialog with customer, contact, inventory, sales-order, invoice and custom-route templates, plus object, table and sync-frequency selectors.
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New Sync Operation modal featuring standard ERP templates and custom SQL table selectors.
8

Map Fields & Create HubSpot Properties In-Platform

Map SYSPRO database columns to HubSpot properties with instant autocomplete. If a needed HubSpot property does not exist yet, create it on the fly with the in-platform modal without leaving Plugivo. Select your Primary Key deduplication field and toggle Automated Associations to link records to parent companies and products.

SYSPRO Database Mapping screen mapping InvMaster StockCode to HubSpot Products hs_sku as the primary key, with hourly synchronization and association status.
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Field Mapping studio with automated association badges, SQL column selector, and Primary Key deduplication.
Create HubSpot Property dialog for a Products text property named syspro_product_name, with property label, data type and Require unique values settings.
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In-platform HubSpot Property creation modal with type validation and uniqueness constraints.
9

Monitor Real-Time Sync Logs & Telemetry Diagnostics

Switch to the Activity Logs tab to inspect execution metrics across all runs. View KPI cards for Total Runs, Passed, Partial, and Failed syncs. Expand any log row to inspect record throughput (Processed, Succeeded, Failed) and view syntax-highlighted JSON diagnostic traces if errors occur.

SYSPRO Activity Logs showing eight runs, four passed and four failed, with an expanded failed-run diagnostic trace.
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Sync Activity & Logs with KPI summary metric cards, completion bars, and diagnostic exception traces.
10

Monitor & Manage Operations Directly Inside HubSpot

Open HubSpot Settings, Connected Apps, then SYSPRO HubSpot Integration. Administrators can view gateway status, check monthly usage, inspect recent synchronization runs, and manage individual sync operations.

HubSpot Connected Apps settings for SYSPRO with gateway connection status, plan usage and three enabled sync operations.
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Native HubSpot UI Extension displaying database connection health, quota usage, and one-click operation toggle buttons.

Reference

Frequently asked questions

Do I need a developer to set this up?
No developer is required for the portal configuration, field mapping, or HubSpot property creation — all of this is handled through a point-and-click interface in the Plugivo portal. The only technical step is installing the SYSPRO Agent on your Windows Server, which involves editing a single config file and running a batch file. This takes around 10–15 minutes and can be done by any IT administrator.
What is the SYSPRO Agent and why is it needed?
The SYSPRO Agent is a lightweight Windows background service (installed on your own server) that queries your SYSPRO SQL database and securely sends the data to Plugivo's sync engine. It runs silently in the background and communicates outbound over HTTPS — no inbound firewall ports need to be opened. Your data never leaves your network unencrypted.
What is a Sync Operation?
A Sync Operation is a single configured data pipeline — one SYSPRO table mapped to one HubSpot object. For example: "SYSPRO ArCustomer → HubSpot Companies" is one operation. "SYSPRO InvMaster → HubSpot Products" is a second operation. Your plan determines how many operations you can have active simultaneously (2 on Starter, 4 on Growth, 10 on Professional, 50 on Enterprise).
Can I map to custom HubSpot objects?
Yes. You can map SYSPRO data to any standard HubSpot CRM object (Companies, Contacts, Deals, Products, Tickets, Quotes, Line Items) as well as any custom objects you have created in HubSpot. Custom object mapping is available on Growth plan and above.
Can I create HubSpot properties without leaving the portal?
Yes. When setting up field mapping, if a HubSpot property does not exist for the SYSPRO column you want to map, you can click "+ Create New HubSpot Property" directly from the mapping table. You can set the property name, label, data type (text, number, date), and enable "Require unique values" — all without navigating to HubSpot Settings. The property is created in HubSpot instantly and appears in the dropdown.
How does deduplication work?
Each Sync Operation requires a Primary Key — a field that uniquely identifies a record (e.g. CustomerCode, AccountNumber, Email). When a sync runs, Plugivo searches HubSpot for an existing record that matches the Primary Key value. If a match is found, the record is updated. If no match is found, a new record is created. This prevents duplicates and ensures your CRM stays clean on every sync cycle.
What happens if a Primary Key property is not unique in HubSpot?
If you select a HubSpot property as your Primary Key but it is not marked as "Require unique values" in HubSpot, Plugivo will show you a warning when you toggle it as the Primary Key. You can still proceed, or you can click "Configure in HubSpot" to navigate directly to the HubSpot property settings and enable uniqueness. We recommend always enabling unique values on Primary Key properties to guarantee reliable deduplication.
Does Plugivo store my SYSPRO or HubSpot data?
No. Plugivo does not store your ERP records or CRM data permanently. Data is read from your SYSPRO SQL Server by the Agent, transmitted securely to Plugivo's sync engine, written to HubSpot, and then discarded. We only store sync logs and error messages to help you troubleshoot. Your data remains in your own systems.

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