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HubSpot Company VAT

Installation

Mapping Window & Subscription Plans

Mapping Window & Subscription Plans

The mapping feature in the HubSpot Company VAT app is a crucial tool for tailoring your VAT setup to your specific business needs and location. Here's why it's important and how you can use it effectively:

Why use custom mapping:

  1. Country-specific compliance: By customizing fields for each country, you ensure your VAT data aligns with local regulations.

  2. Data accuracy: Proper mapping reduces errors in VAT calculations and reporting.

  3. Streamlined operations: Matching HubSpot fields to your VAT data structure improves workflow efficiency.

  4. Flexibility: You can adapt the app to your unique business structure and information needs.

How Does It Work?

  • Select your country from the dropdown menu.

  • Review the pre-mapped fields. These typically include essential information like Company Name and Address.

  • For unmapped fields (shown as 'Not Mapped'), click the 'Actions' button to assign a corresponding HubSpot property.

  • If needed, use the 'Create a new HubSpot property' option to add custom fields.

  • Ensure all mandatory fields are mapped. Remember, Company Name is required for all countries.

  • Click 'Save Mappings' when you're satisfied with your selections.

  • On the next screen, you can select the subscription plans according to your business requirements. Click Next.

  • You will view the steps to add the company. Click Finish. The setup is complete.