Multiple product table support (HubSpot)

This feature allows you to categorize and organize line items into multiple product tables in Oneflow contracts based on HubSpot line item properties (e.g., by product type). This eliminates the need for manual grouping, resulting in higher efficiency.

Enable and configure multiple product tables

1. Navigate to Oneflow settings in HubSpot.

2. Click the Product configurations tab, then click the toggle to enable the feature.

   

3. From the “Group line items based on” dropdown, select a line item property by which you would like to group your line items. For instance, if you select a property like "Product type," which has values such as "Services," "Inventory," and "Non-Inventory," you can group line items into separate product tables based on these categories.

   

   NOTE Only properties with the following HubSpot property types can be selected as a "Group by" property: Multiple checkbox Single checkbox Dropdown select Radio select

4. Click Save to finalize the product configuration.
5. You can now create contracts where line items are automatically grouped into different product tables in Oneflow.

Create contracts with multiple product tables

When the 'multiple product table support' feature is enabled, the 'Create contract' page includes a panel titled 'Group line items by [line item property]' (e.g., Product Type).

1. Open a deal in HubSpot.
2. From the Oneflow widget, click Create contract.
3. Select a workspace, then select a template containing multiple product tables. The available product tables will be displayed in the panel.
4. For each product table in the list, click 'Group by' to add property values. For instance, to transfer line items with a Product type of ‘Inventory’ to 'Product table 1' in your Oneflow contract, select 'Inventory' from the 'Group by' dropdown for that table.

5. Click Create contract. The line items in your HubSpot deal will be transferred to their designated product tables in the Oneflow contract.

Push line item updates to multiple product tables

When you push changes made to line items in HubSpot to Oneflow product tables:

• If you added new line items to your deal, ensure they have a value in the "Group by" property column for each new line item.
• Any new "group by" values (e.g., new product types) can be mapped either to an existing product table or to an unmapped product table in the contract during the push.
• For instance, consider a scenario where you initially created a contract with line items belonging to the ‘Inventory’ and ‘Services’ product types. If you then add line items with the ‘Non-inventory’ product type, you can map them. During the push operation, you can transfer the ‘Non-inventory’ line items to an existing product table (e.g., alongside 'Inventory' items) or assign them to a separate, empty product table if one is available in your contract.

Troubleshooting

When creating contracts

Error: "No product tables were found"

To use the Multiple product table feature, ensure your Oneflow template contains more than one product table.

1. In Oneflow, go to Templates and open or create a template.
2. Alternatively, click the Template library, select a template, and click Confirm.
3. In the Settings tab, set the Template group field to HubSpot.
4. Add multiple product table sections to the template. You may add other sections as well (such as PDF documents).
5. When you are done, click Save template changes.
6. Click the three dots menu, then select Publish template.

When pushing updates

Error: "Some [Group by column] values remain unmapped to Oneflow product tables. These line items will not be transferred to the contract."

• This warning appears if line items in the HubSpot deal have not been assigned to a product table.
• To resolve this, assign all unmapped property values to the product tables available in the template before pushing the update.

Error: "Some line items in the HubSpot deal contain empty [Group by column] values. These line items will not be transferred to the contract."

• Edit the deal's line items, ensuring that each one has a value in the "Group by" column. For example, if you are grouping by the "Product type" property, ensure that each line item has a value (e.g., 'Inventory', 'Services').

Error: "Line items cannot be transferred because the grouping column is empty, deleted, or inaccessible. Please ensure the grouping column has valid values for grouping."

This may be because the 'Group by' column you initially selected has been deleted, or is empty. To resolve this issue:

• If the column was deleted, go to Oneflow settings > Product configurations and select a new Group by column.
• If the "Group by" column exists but is empty, edit the deal's line items to ensure that each one has a corresponding value in that column.

Template-level configurations for product tables

For added convenience, you can pre-configure a template with your preferred product groupings. When a contract is created from this template, your line items will be automatically grouped according to your settings.

1. Navigate to Oneflow - Settings in HubSpot.
2. Click the Product configurations tab, ensure 'multiple product table support' is enabled, then click Configure next to the template you wish to configure.

3. For each product table in your template, click the “Group line items based on” dropdown and select the line item property/column by which you would like to group your line items (you may select multiple properties).
   
   For instance, if you select the "Product type" property with values such as "Services," "Inventory," and "Non-Inventory," you can group line items into separate product tables based on these categories.

4. Click Save to finalize the template configuration. Click Proceed if prompted.
5. The next time you create a contract using this template, your line items will be grouped to match your configuration automatically.

Use cases

This feature can be used in scenarios like the following examples, where you need to group a large number of products while increasing the efficiency of your CRM operations.

Product segmentation operations
Consider a scenario where you need to group line items in HubSpot into product tables in Oneflow, with each table dedicated to a single product type. By grouping line items by product type (e.g., inventory, services), you can organize products in Oneflow, ensuring each type is displayed in its own table.

Product line analytics
Consider a scenario where you want to generate a report to find out which of your product types generated the most sales. Segmenting line items by product type and transferring them to separate product tables in the Oneflow document can facilitate the analytics you need to generate valuable insights. Each product table will have its own gross total corresponding to each product type.

Subscription management
Organizing line items by billing frequency can streamline subscription management operations in Oneflow. For instance, grouping line items with annual, monthly, or weekly billing cycles into separate product tables can create a clearer view of your customer base.

Regional targeting for marketing campaigns
Segmenting line items by region (or another geographic property), where each product table in Oneflow contains the products for a separate region, can help create detailed geographic segments for your marketing operations.