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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot Operations Hub data sync provides native ERP automation but has significant limitations compared to using Coefficient, including limited ERP compatibility, higher costs, and less flexibility for data transformation during sync.
Here’s how to evaluate both approaches and set up automated ERP imports that fit your technical requirements and budget.
Choose the right automation approach for your ERP integration
Operations Hub requires your ERP to be on HubSpot’s supported list and needs technical setup, while Coefficient connects to virtually any ERP system and provides advanced data processing before pushing to HubSpot or HubSpot .
How to make it work
Step 1. Evaluate your ERP system compatibility and requirements.
Check if your ERP is supported by Operations Hub’s data sync feature. If not, or if you need complex data transformation, Coefficient provides broader compatibility and more flexible processing options without requiring additional HubSpot subscriptions.
Step 2. Set up automated ERP data extraction to your spreadsheet.
Use Coefficient to establish automated exports from your ERP to your spreadsheet via API, SFTP, or database connection. This works with virtually any ERP system, not just those supported by Operations Hub.
Step 3. Build data processing and validation workflows.
Create spreadsheet functions to clean, validate, and transform your transaction data before it reaches HubSpot. This includes currency formatting, date standardization, and data quality checks that Operations Hub can’t perform during sync.
Step 4. Schedule automated HubSpot sync with monitoring.
Set up Coefficient to push processed data to HubSpot on your preferred schedule with alerts for sync failures or data quality issues. This provides more granular control and better error handling than Operations Hub’s rigid sync process.
Get ERP automation that fits your needs and budget
Coefficient provides more flexible and often more reliable ERP automation while offering superior data processing capabilities at a lower cost than Operations Hub. Start automating your ERP transaction imports today.
