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How to Configure and Sync HubSpot Ticket Categories in PSOhub

Learn how to set up ticket category options in HubSpot and map them to contract groups in PSOhub so time and billing stay organized by category

Published: 1 June 2026

Audience

  • PSOhub Administrators responsible for HubSpot integration and financial configuration.

Objective

This article explains how to configure and sync HubSpot ticket categories with PSOhub, so that each category maps to a specific contract group and contract line type on your service projects.

Prerequisites

  • ✅ You must have Admin access in both HubSpot and PSOhub.
  • ✅ The HubSpot integration must already be connected to your PSOhub                              organization.
  • ✅ You must have permission to edit ticket properties in HubSpot.

Steps

Part 1: Configure Category Options in HubSpot

      1.    In HubSpot, click the Settings (gear icon) in the top navigation. 

      2.    Go to Properties, then select Ticket properties from the Select an object dropdown. 

      3.    Search for and open the Category property. 

      4.    In the left panel, click Field type. 

      5.    Under Checkbox options, add or edit the categories your team uses to classify tickets (for                      example, Product issue, Billing issue, Feature request). 

 📌 Note: Each option has a Label (what agents see) and an Internal name (used by the                 system). Keep internal names consistent, since PSOhub retrieves categories using                     these values. 

       6.    Click Save. 

Part 2: Retrieve and Map Categories in PSOhub

       7.   In PSOhub, go to Settings and select Project Settings.

       8.   Select the HubSpot Ticket Categories tab. 

       9.   Click Retrieve categories to pull in the checkbox options configured on the Category                                  property in HubSpot.

     10.   For each category listed, set a Default Contract Group Number. This determines where                          time, expenses, and invoicing for that category will be organized within a project's contract.

      11.   Select a Contract Line Type (for example, Fixed fee) for the category.

 ⚠️ Important: Contract group numbers determine the order in which contract groups                   appear on a project. Choose numbers that don't conflict with your existing contract                 templates. 

       12.    Click Save. 

Result

Once categories are mapped, PSOhub automatically creates a contract group for each HubSpot ticket category on new service projects, using the group number and contract line type you defined. For example, tickets categorized as Product issue appear under a 10 | Product issue contract group on the project's Financials tab.

 📌 Note: Existing projects created before the mapping was configured are not                                   retroactively updated. 

Next Steps

✅ Set up time tracking directly on HubSpot tickets
Track time directly in the HubSpot Service Hub with just a click.
How to Track Time on a HubSpot Service Ticket

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