Guides
Step-by-step tutorials to help you get the most out of FluxCascade.
Getting Started
New to FluxCascade? Start here:
- Quick Start – Connect your first integration in 5 minutes
- Core Concepts – Understand connections, mappings, and syncs
Integration Guides
HubSpot + Jobber
The most popular FluxCascade integration. Sync your CRM contacts with your field service clients.
What you'll learn:
- Connect both platforms
- Map contacts to clients
- Handle address fields
- Set up bidirectional sync
📖 Read the HubSpot + Jobber guide
Syncing Deals to Jobs
Map your CRM deals/opportunities to field service jobs for a seamless sales-to-service workflow.
What you'll learn:
- Map deal stages to job statuses
- Transfer deal values
- Keep notes and descriptions in sync
📖 Read the Deals to Jobs guide
Multi-Platform Sync
Sync data across three or more platforms with a hub-and-spoke model.
What you'll learn:
- Choose a primary system (hub)
- Set up consistent field mappings
- Handle conflicts between systems
📖 Read the Multi-Platform guide
Field Mapping Guides
Working with Addresses
Addresses are often stored differently across platforms. Learn how to handle:
- Single-line vs. structured addresses
- International address formats
- Geocoding and validation
📖 Read the Address mapping guide
Phone Number Formatting
Normalize phone numbers across platforms:
- Country codes and formatting
- Multiple phone number fields
- Primary vs. secondary phones
Custom Field Mapping
Work with custom fields and properties:
- Mapping custom CRM fields
- Creating fields on-the-fly
- Handling picklists and dropdowns
📖 Read the Custom Fields guide
Advanced Topics
Historical Data Migration
Migrate existing data when setting up a new integration:
- Bulk import strategies
- Avoiding duplicates
- Progress monitoring
Error Handling
Handle sync errors gracefully:
- Understanding error types
- Retry strategies
- Notification setup
📖 Read the Error Handling guide
Performance Optimization
Optimize syncs for large datasets:
- Incremental syncs
- Webhook efficiency
- Rate limit management
Best Practices
Sync Strategy
Choose the right sync approach for your use case:
| Strategy | Best For |
|---|---|
| Scheduled (hourly) | Low-frequency updates |
| Scheduled (15 min) | Near real-time without webhook overhead |
| Webhooks | Instant sync requirements |
| Manual | One-time migrations |
Field Selection
When creating mappings:
- Start small – Map only essential fields initially
- Test thoroughly – Verify data flows correctly
- Add fields incrementally – Expand as needed
- Document decisions – Use mapping descriptions
Naming Conventions
For multiple mappings:
[Source] → [Target]: [Object]
Example: HubSpot → Jobber: Contacts
Video Tutorials
Coming soon! We're working on video guides covering:
- Platform walkthroughs
- Integration setup
- Troubleshooting common issues
Subscribe to our changelog for updates.
Need Help?
- Contact support – We're here to help
- API documentation – For developers
- FAQ – Common questions answered