OW Sync™ Roadmap

See what we're working on.

Here you can explore what's been delivered and what’s coming next to OW Sync™ — and see how we’re continuously evolving to bring even more value to your systems.

 

 

OW SYNC emblem purple grey

Q1

Backend Infrastructure

Production system setup with hourly sync scheduler

CompletedOrderwise

Token Management System

Automatic token refresh for HubSpot and Orderwise

CompletedOrderwise

Onboarding Wizard

Step-by-step install guide and credentials management

CompletedOrderwise

Property Mapping Interface

Data type validation and unique value property support

CompletedOrderwise

Customer → Company Sync

Initial framework for first object sync (Full update capabilities)

CompletedOrderwise

Customer Contact → Contact Sync

Sync linked to customers due to Orderwise behavior (Create-only)

CompletedOrderwise

Product Variant → Product

Send product variants in Orderwise to products in HubSpot (Create-only)

CompletedOrderwise

Early UI Extensions

Single record updates with "Refresh Now" button

CompletedOrderwise

Record Filtering

Exclusion fields and inactive record filtering

CompletedOrderwise

Manual Sync Functionality

Initial / manual sync capability for standard objects

CompletedOrderwise

Data Mapping Architecture

Support for all standard and custom Orderwise properties

CompletedOrderwise

Billing Integration

License assignment and invoice table integration

CompletedOrderwise

Selective Contact Sync

Include contacts UI extension checkbox in company sidebar

CompletedOrderwise

Sync Configuration Options

Skip initial sync and selective data backfilling

CompletedOrderwise

Export Definitions UI (Beta)

Setup and mapping interface for custom data exports

CompletedOrderwise

Value Lists UI (Beta)

Read-only interface for Orderwise value lists

CompletedOrderwise

Field Selection Tools

Search, filter, and tooltips for property mapping

CompletedOrderwise

Q2

2-Way Sync Workflow Actions

Custom actions for creating/updating Orderwise records

CompletedOrderwise

Background Manual Sync

Large sync operations with email notifications

CompletedOrderwise

Advanced Sync Intervals

15-minute sync option and object-specific intervals

CompletedOrderwise

Value List Enhancements

Full sync with native HubSpot property support

CompletedOrderwise

Export Definitions (Incl. Parameters)

Custom SQL query parameters for advanced data retrieval

CompletedOrderwise

Order Line Items

Line item data for sales orders associated in HubSpot

CompletedOrderwise

Sales Orders Workflow Actions

Building upon the 2-way functionality with additional endpoints for sales orders

CompletedOrderwise

Copy / Paste Mappings

Allows you to copy a mapping configuration and paste it again if you need to disable an active sync

CompletedOrderwise

"Pull recent data" replacing "Test backend sync"

Instead of just allowing to test the last hour of data, the "Test backend sync" button will allow selecting a custom interval between 3 hours and 24 hours to pull recent data from Orderwise

CompletedOrderwise

Longer Sync Interval Options

Enable the following sync interval options: 3h, 6h, 12h, 24h. Ideal for non-critical data or to get records in larger batches.

CompletedOrderwise

Factory Reset App Settings

Sometimes resetting the app's behavior is faster if we want to start from scratch (only to be done if absolutely necessary)

CompletedOrderwise

Q3

Appointments, Services, Listings & Courses

Sync all "extra" objects available in HubSpot from the export definitions screen.

CompletedOrderwise

Add Custom Object Sync to Export Def. (Advanced plan)

Enable fully-custom synchronization between HubSpot and Orderwise by linking custom objects to any export definition in Orderwise, allowing you to map data however you want, wherever you want.

CompletedOrderwise

"Refresh HubSpot Properties" Button

Allow to refresh custom HubSpot properties in real-time from the mapping interface

CompletedOrderwise

Enable Line Item Associations for Deals

Add the possibility to associate line items with deals in export definitions - not just orders

CompletedOrderwise

Q4

Open "Manage property mapping" Screen in Separate Tab

The pop-up window within HubSpot's settings screen is quite small. A new option to open the screen on a new tab is required to make the experience more enjoyable.

PendingOrderwise

Explore ways to Match Value lists to Native HubSpot Entities

Value lists such as "Currency" and "VAT Rate" can be matched to native HubSpot entities. Currently value lists create new enumeration properties for these, but they could also match to native HubSpot entities where possible.

PendingOrderwise

Sync Orderwise returns to Tickets with Corresponding Status

To track customer experience in HubSpot, returns can be synced to tickets with the "returnStatusID" value list and a ticket pipeline dedicated to tracking returns.

PendingOrderwise

Raise Returns directly in Tickets

Be able to raise a Return in OrderWise directly from within a HubSpot Ticket - Linked or Unlinked Returns with line items and reasons

PendingOrderwise

Error Recovery Tools

Selective retry for failed records with detailed messages

In ProgressOrderwise

Implement API versioning to leverage new OWAPI features

Due to how the Orderwise API is installed, some customers have older instances installed. We need to version the API in order to unlock standard sales order object sync, "update" product variant sync, and more functionality.

In ProgressOrderwise

Override a Standard Objects sync to map via export definitions

Instead of syncing data via standard mappings, you can choose to override an object to map anything you want via export definitions (e.g. disable standard contact mapping to map fully custom data).

In ProgressOrderwise

"Create sales order" UI extension card from within deals

During the sales process, sales reps will be able to create sales orders in Orderwise directly from the HubSpot interface, minimizing double data entry and increasing efficiency.

In ProgressOrderwise

Import Saved Searches from Glenigan

Allow users to import saved queries for quick importing into HubSpot

In ProgressGlenigan

"Glenigan Projects" App Object Implementation

Enable users to store Glenigan projects' data into a dedicated HubSpot object

In ProgressGlenigan