How does the Cetec ERP HubSpot integration work?

Cetec ERP is a cloud ERP for manufacturers. We connect it to HubSpot through Karana, our integration platform. In the file-based setup, Cetec ERP exports customer and order data to a secure file location on a schedule, and Karana picks up the files, transforms the data and updates the matching records in HubSpot.

What data can I sync between Cetec ERP and HubSpot?

A typical setup brings customers into HubSpot as companies and contacts, adds sales orders with their status, and summarizes order history on the company record. The exact objects and fields, and whether orders are stored as deals or as a custom object, are confirmed in a field mapping document before the build.

Should we use a file feed or the Cetec ERP API?

A scheduled file feed is usually the faster and lower-cost option when sales needs daily visibility of customers and orders. A direct API integration makes sense when updates must be near real time or when data also needs to flow from HubSpot back into the ERP. We recommend the route after reviewing how your team works and what the data needs to support.

How often is the data updated?

With the file-based setup, updates run on a schedule that you choose, most often daily or several times a day. If the business later needs faster updates, the integration can be moved to an API-based sync on the same Karana platform without rebuilding the HubSpot side.

Can the integration be customized to our Cetec ERP setup?

Yes. Which data is exported, how customers are matched to existing HubSpot records, how orders are modeled and how often the sync runs are all scoped to your process. We document the design, test it before go-live, and monitor and maintain the integration on Karana after launch.

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Cetec ERP + HubSpot Integration

Cetec ERP is a cloud ERP for small and mid-sized manufacturers, covering quoting, orders, inventory and production. Our integration brings customer and order data from Cetec ERP into HubSpot, so sales teams see purchase history and open orders without logging into the ERP.

Method: scheduled secure file transfer (SFTP) through Karana Data Courier; chosen over a direct API build as the faster, lower-cost route for the data sales needs.

Scope: Cetec ERP exports to a secure file location; Karana picks up the files, transforms them and updates HubSpot companies, contacts and order data on a schedule; field mapping finalized before the build.

In plain terms: Cetec ERP runs the manufacturing side of the business. We connect it to HubSpot through a scheduled file feed, so customer records and order history from the ERP appear in the CRM and the sales team can see what each account buys without asking operations.

ERP
Orders

Planning a Cetec ERP + HubSpot integration?

Tell us which customer and order data your sales team needs from Cetec ERP. We'll recommend file feed or API, sync frequency and the right data model.

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Data Sync Objects

HubSpot Object	Cetec ERP Object	Direction
Companies	Customer	External → HubSpot
Contacts	Customer contact	External → HubSpot
Deals or custom object	Sales order	External → HubSpot
Company properties	Order history / totals	External → HubSpot

Use Cases

Purchase History in the CRM

Order history from Cetec ERP appears on the HubSpot company, so reps know what each account buys before every call.

Cetec ERP Orders → HubSpot Company

Open Orders for Account Teams

Sales and service see open orders and their status in HubSpot without logging into the ERP.

Cetec ERP → Karana → HubSpot

Targeting by Buying Behavior

Marketing builds lists and campaigns based on purchase history and order activity from the ERP.

Cetec ERP Data → HubSpot Lists → Campaigns

Features

Customer → company and contact
Sales orders in HubSpot
Order history on the account
Scheduled secure file transfer
Karana Data Courier
API route available when needed

Frequently Asked Questions

How does the Cetec ERP HubSpot integration work?

Cetec ERP is a cloud ERP for manufacturers. We connect it to HubSpot through Karana, our integration platform. In the file-based setup, Cetec ERP exports customer and order data to a secure file location on a schedule, and Karana picks up the files, transforms the data and updates the matching records in HubSpot.
What data can I sync between Cetec ERP and HubSpot?

A typical setup brings customers into HubSpot as companies and contacts, adds sales orders with their status, and summarizes order history on the company record. The exact objects and fields, and whether orders are stored as deals or as a custom object, are confirmed in a field mapping document before the build.
Should we use a file feed or the Cetec ERP API?

A scheduled file feed is usually the faster and lower-cost option when sales needs daily visibility of customers and orders. A direct API integration makes sense when updates must be near real time or when data also needs to flow from HubSpot back into the ERP. We recommend the route after reviewing how your team works and what the data needs to support.
How often is the data updated?

With the file-based setup, updates run on a schedule that you choose, most often daily or several times a day. If the business later needs faster updates, the integration can be moved to an API-based sync on the same Karana platform without rebuilding the HubSpot side.
Can the integration be customized to our Cetec ERP setup?

Yes. Which data is exported, how customers are matched to existing HubSpot records, how orders are modeled and how often the sync runs are all scoped to your process. We document the design, test it before go-live, and monitor and maintain the integration on Karana after launch.