PSOhub Custom Objects in HubSpot

PSOhub Insights for HubSpot brings your project data to life by syncing key information from your PSOhub projects into HubSpot as custom objects. This allows you to build custom dashboards and reports—directly within HubSpot.

In this guide, you'll learn:

What data is synced to HubSpot and how the sync works
The purpose of each custom object and how it maps to your PSOhub project data

How does the sync work?

Once activated, PSOhub Insights for HubSpot syncs your PSOhub project data into HubSpot as custom objects. The sync is one-way—data flows from PSOhub to HubSpot only. Changes made in HubSpot won’t push back to PSOhub.

What information syncs?

When enabling PSOhub Insights for HubSpot, you can choose which PSOhub project data to sync:

Projects
Hours
Expenses
Invoices (listed in HubSpot as “PSOhub Revenues”)

How often does it sync?

The sync is automatic and event-driven. Updates in PSOhub are pushed to HubSpot once every hour. If a record is deleted in PSOhub, that deletion will sync to HubSpot immediately.

Custom Object Fields Explained

Each PSOhub data type you sync becomes a Custom Object in HubSpot. These objects include key fields from your PSOhub environment, making it easy to build filters, dashboards and custom reports in HubSpot.

Below you'll find a breakdown of each custom object, along with the fields included.

PSOhub Expenses

Field	Description
Business Unit	The business unit assigned to the user who submitted the expense.
Category	The expense category selected for the entry (e.g. Travel, Software).
Date	The date the expense was recorded in PSOhub.
Project Name	The name of the project the expense was logged against.
Total ex VAT	The total expense amount, excluding tax.
User	The name of the PSOhub user who submitted the expense.
User e-mail	The email address of the user who submitted the expense (as listed in PSOhub).

PSOhub Projects

Field	Description
Actual margin	The profit margin (%) based on actual hours and expenses.
Actual profit	The actual profit calculated based on booked hours and expenses.
Business Unit	The business unit assigned to the project.
Delta budget	Remaining budgeted hours for the project.
Delta planned	Remaining planned hours for the project.
Estimated margin	The projected profit margin (%) based on estimated hours and expenses.
Estimated profit	The projected profit based on estimated hours and expenses.
Project manager	The name of the assigned Project Manager.
Project name	The name of the project.
Project Number	The unique project number assigned by PSOhub.
Project Type	The type or classification of the project (e.g. Internal, External, Retainer).
Project Date	The project’s official start date.
Recognized Revenue	Revenue recognized based on the project’s completion percentage (Completion Management).
Stage	The current stage of the project (e.g. In Progress, Completed).
Total Amount Used	The total monetary value of all hours booked to the project.
Total hours budget	The total number of hours budgeted for the project.
Total invoiced amount	The total amount invoiced for the project.
Total project value	The total value of the project as defined in the contract.

PSOhub Revenues (Invoices)

Field	Description
Business Unit	The business unit associated with the invoice.
Invoice Date	The date the invoice was created in PSOhub.
Invoice Number	The unique number assigned to the invoice.
Project Name	The name of the project linked to the invoice.
Status	The current status of the invoice (e.g. Sent, Paid, Overdue).
Total Amount ex VAT	The total invoice amount excluding tax.
Total Amount inc VAT	The total invoice amount including tax.

PSOhub Timesheets

Field	Description
Business Unit	The business unit of the user who logged the time entry.
Date	The date the time entry was recorded.
Hours Type	The type of hours logged (e.g. Billable, Non-billable, Internal).
Number of hours	The number of hours entered.
Project name	The name of the project associated with the time entry.
Role	The user’s role on the project (e.g. Consultant, Developer).
Selling rate	The rate at which the hours were billed.
Total value	The total value of the time entry (Hours × Selling Rate).
User	The name of the user who logged the time.
User e-mail	The email address of the user (as listed in PSOhub).

How to Access Custom Object Properties in HubSpot

If you're an Admin on the connected HubSpot account, you can view and manage the properties of each custom object in HubSpot. This is especially helpful if you want to check whether a field was populated from PSOhub, or whether it is a standard HubSpot system field.