HubSpot + Cegid integration

Cegid is several products, and the first scoping question is which one you run. Cegid Retail is a point of sale and unified commerce platform for specialty retailers, sold internationally. Cegid XRP Flex is a cloud ERP for mid-sized companies, presented on Cegid’s French site, in French. Cegid’s Canadian site offers its retail and HR software rather than its ERP, so a North American team meets XRP Flex, if at all, through a French parent or subsidiary. Cegid Business, its invoicing and stock software for very small businesses in France, is a separate product this page does not cover.

For a retailer, the reason to connect is the customer. Cegid Retail knows who bought what, in which store, on which loyalty card, and whether they agreed to be contacted. HubSpot is where marketing wants that customer, segmented by what they buy, and where a trade or wholesale team wants its company accounts. Without a connection, marketing works from exported spreadsheets and the consent record stays at the till.

For a business on XRP Flex, the ask is the usual ERP one: show the sales team in HubSpot what an account has ordered and whether it has paid. The difficulty is documentation. Cegid Retail publishes its technical notes in English on a public portal. XRP Flex does not appear on Cegid’s public developer portal, so its API reference comes through Cegid or the partner who implemented it.

For Cegid Retail, five records do the work. Individual-type customers, the ones used for retail sales, become HubSpot contacts, and company-type customers, used for trade sales, become companies. Sales documents from closed days land on a custom object associated to the customer. Loyalty cards travel as properties on the card holder’s contact, and items become HubSpot products.

The key is the Cegid customer code, held in a custom HubSpot property, and never the email address. Cegid takes an email in two parts, the identifier and the domain, and flags addresses it considers invalid. Where the retailer enforces unique EAN codes on customers, the EAN code is a second key worth carrying. Cegid also offers an external reference field on the customer, unique when filled, which is the right place for the HubSpot record id if the connection ever writes back.

Consent moves with the record. Each customer carries a privacy setting that says whether the brand, a partner or nobody may use their contact details, and that setting has to drive the HubSpot subscription status rather than stay behind in Cegid.

The shape is a file pipeline. Cegid Retail’s export module writes customers, items, documents and payments to ASCII files, in a fixed layout or with a field separator, and user-defined exports run a query of your own for anything else, such as loyalty cards. Cegid’s guidance is to export only integral data: a day’s sales once that day is closed.

On a SaaS tenant, FTP is not available. Files move through Retail File Exchange, which Cegid built on Azure Blob Storage to replace its older CGFT component, due to be retired at the end of 2026. Exported files land in an out folder, and our service collects them with a bearer token from Cegid’s authentication server and a short-lived storage key.

The load service hashes each file so a repeat is ignored, validates the rows, quarantines failures with a reason, and batch upserts HubSpot on the customer code before a separate association pass. A reconciliation compares row counts with what landed. The schedule avoids Cegid’s 01:00 to 03:00 maintenance window, and the service caches its token and storage key rather than reconnecting more often than every five minutes, as Cegid asks.

For Cegid, the route follows the product more than the budget. On Cegid Retail, a scheduled export through Retail File Exchange is the dependable backbone, because Cegid documents it, supports it on SaaS and says how to run it without slowing the tills. A business that already runs MuleSoft can carry that transfer itself, since Cegid’s file exchange guide includes a MuleSoft example, but the validation and the HubSpot mapping still need building. The web services, SOAP with OAuth 2.0 tokens on current releases, suit narrower jobs such as looking up one customer on demand.

On XRP Flex, the first step is asking your Cegid partner what API access they will arrange, since the reference is not public. For either product, there is no marketplace app to fall back on.

1. Scope. We establish which Cegid product and deployment you run, SaaS Advanced, SaaS Dedicated or on premises, and whether exports already flow through Retail File Exchange.
2. Architect. We fix the export files, their layout and schedule, the customer code key, the consent mapping and the exclusions, and agree them with whoever administers Cegid.
3. Build. The load service is written against Cegid’s test environment and a HubSpot sandbox, with a portal allowlist from the first commit.
4. Validate. We load a closed week, reconcile customers and documents against Cegid’s own counts, and check consent on a sample with the marketing lead.
5. Operate. We watch every run, re-agree the export after each Cegid release, and move any remaining CGFT flow to Retail File Exchange.