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Caught my CRM syncing junk data for 9 months

I set up a HubSpot-to-QuickBooks sync back in March and never checked the mapping again. Last week a client asked why their invoice totals were off, so I dug in and found 40% of my deal stages were feeding into the wrong income accounts. The tip-off was a $2,300 discrepancy on a single monthly report that I'd blamed on sales discounting. Now I verify field mappings every quarter instead of assuming setup is forever. Anyone else run a recurring audit on their integrations, or do you just trust them until something breaks?

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1 Comment

andrew91622d ago

Did your QuickBooks import flag the stage names as "income" or did you catch it purely by the dollar amount? Same thing happened to me with Stripe and our accounting tool. Three months of subscriptions hitting "consulting fees" and I only found it because a client's finance person asked what the line item meant. Now I run a test sync every month before the real one. Cheap insurance.