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Default workspace ResWare to HubSpot Data Push Upsert
Monitor Model Query Builder Profitability & Expenses Log All Records Duplicates Backup & Restore

System Backup & Database Restore

Full database dump export and import containing all PostgreSQL schemas (sync_config, sync_history, resware_backup, execution logs)
Download Full Backup Dump (.zip)
Export entire system state into a portable timestamped zip archive
Included in Dump:
  • Field Mappings: sync_config.field_mappings PostgreSQL table
  • App Configs: sync_config.app_configuration & etl_config.json
  • Sync Histories: Complete sync_history.sync_runs & sync_logs
  • Failed Queue: Complete sync_history.failed_queue
  • Snapshot Backups: Accounts, Contacts & Orders ResWare backups
  • System Logs: sync_execution.log file
Upload & Restore Backup (.zip)
Restore database tables, mappings & histories from a backup zip file
Uploading will upsert field mappings, configuration, and sync logs into PostgreSQL.

Global Profitability Rules & Business Constants

Configure global operational baseline costs and underwriter premium split percentages
YTD Net Profit
Calculating...
Net deal profit sum
Gross Premium Billed
Calculating...
Title premium total
UW Split (30%)
Calculating...
Underwriter share
Retained Net (70%)
Calculating...
Agency net retained
Dead Deals Count
0 Files
-$400 hard loss per deal
Sales Representative Commission Settings & Basis Matrix (ResWare DB) 0 Reps

Configure salesperson commission rates and basis flags (`Gross` vs `Net`). Fetched dynamically from ResWare Sales Representative records (`dbo.PartnerEmployee` / `PartnerTypeID = 14`).

SalesRepID (ResWare) Sales Rep Name & Company Commission Rate (%) Commission Basis Flag Annual Salary (Restricted)
Loading live Sales Representatives from ResWare DB...
Live Computed Order Profitability Master Records (ResWare SQL Server)

Real-time file-level P&L computed across live ResWare orders (`dbo.FileMain`, `dbo.CommonSettlement`, `dbo.PartnerCompany`, `dbo.Status`). Ready for HubSpot Deals push.

Show entries
FileID File Number Client / Referral Partner Status Gross Premium UW Split (20%) Retained (80%) Logged Exp Comm. Pool Rep Comm File Cost Net Profit Margin
Calculating live ResWare order profitability records from SQL database...
Showing 0 records
Page 1 of 1
Source
Check or edit connection
Sync Scheduler & Automation
UTC TIME (Testing): --:--:-- UTC
Local Server Time: --:--:--
Scheduler Time Zone:
Auto-Sync Scheduler: Disabled
Active Recurrence: N/A
Last Sync Run: Never
Next Sync Run: N/A
Sync Status: Idle
Target
Check or edit connection
Tasks

dbo._syncAccountsReswareToHS

Push Accounts to HubSpot Companies

➔ Company

dbo._syncContactsReswareToHS

Push Contacts to HubSpot Contacts

➔ Contact

dbo._syncOrdersReswareToHS

Push Orders to HubSpot Deals

➔ Deal

HubSpot Custom Properties Audit & Setup

Audit missing custom properties required for ResWare Profitability & Object sync, and automatically create them in HubSpot with 1-click.
Required Properties: 0
Existing in HubSpot: 0
Missing in HubSpot: 0
Object & ResWare Field Name Target HubSpot Property Data Type Formula / Calculation Rule Status HubSpot Action
Auditing ResWare vs HubSpot custom properties schema...
Live Sync Activity Monitor
Accounts ➔ Companies
0%
Progress
0 Migrated
0 Total Source
0 Pending
Contacts ➔ Contacts
0%
Progress
0 Migrated
0 Total Source
0 Pending
Orders ➔ Deals
0%
Progress
0 Migrated
0 Total Source
0 Pending
ResWare Notes ➔ HubSpot
0%
Progress
0 Synced
0 Total Source
0 Pending
ResWare Emails ➔ HubSpot
0%
Progress
0 Synced
0 Total Source
0 Pending
Sync Efficiency Optimal
99.9%
Overall Pipeline Efficiency
Entity Distribution -- Rec
Acc Con Deals
Speed & Latency High Speed
Speed: 42 ms / record
SQL Latency: 14 ms
API Quota & Health Connected
HubSpot Quota: 8.3% Used
12,450 / 150,000 daily calls
Retry Queue: 0 Pending
Active Sync Status Idle
System Status: Ready
No active executions. Press 'Run Pipeline' to synchronize data.
Failure Diagnostics & Error Exporter
Proactively identify database crashes, network drops, or API rate limits. Inspect diagnostic traces or download CSV error logs.
Run History
Total Pipeline Runs
0
Success Rate
0%
Avg Run Duration
0s
Last Sync Run
-
Show Entries
Run ID Run Type State Success Rows Error Rows Start Time Duration Action
Showing 0 to 0 of 0 entries
Execution Console Log Output
Idle. Click 'Run' at the top or 'Run Integration' to start the synchronization.
Daily Synchronization Logs Volume
Last 14 Days Ingestion History
Previous Filter
08/01/2026 00:00:00 - 08/31/2026 23:59:59
0 Succeeded
0 Failed
Showing 0 to 0 of 0 entries
Show
Query 1
Resware SQL DB
Catalog
T: 0 | V: 0
Query Parameters
Drop table/view here to build query
1
Drop Here
Result
0 rows loaded
Select a view or table from the list (or drag-and-drop it here) and click "Execute" to preview records.
All Synced Records Loading…
Total Records (ResWare)
0
Source records
HubSpot Cards (Unique)
0
De-duplicated CRM cards
Succeeded
0
Created & Updated
Failed Records
0
Requires review
Duplicates Flagged
0
Shared HubSpot IDs
Rows:
# Entity Type ResWare Source ID HubSpot CRM ID Sync Status Duplicate Synced At Run ID Error Detail
Loading records…
Showing 0 of 0
Duplicate Records Validation 0 duplicates
Total Duplicates
0
Records sharing a HubSpot ID
Duplicate Companies
0
Same HubSpot Company ID
Duplicate Contacts
0
Shared email resolution
Duplicate Deals
0
Same HubSpot Deal ID
Duplicate Records Detail
0 records
Rows:
# Entity Type ResWare Source ID Shared HubSpot ID Sync Status Run ID Synced At Resolution Note
Click Refresh to load duplicate analysis…
Showing 0 to 0 of 0 entries