Search in CRM finds HubSpot emails and threads to import as payment advices. Type phrases and press Enter to add badge filters (AND search). Full HubSpot phrases (from:, body:) also work as import filters on sync (OR combination). Control incremental import with Import since and sync reset.
Related: Payment advice workspace and Payment advice soft-delete.
1. Open Search in CRM
- From Receivables → Payment advices, open Search in CRM (toolbar or empty-state link).
- Enter keywords: partner name, invoice number fragment, subject text.
- Results show HubSpot hits not yet imported or Deleted in Cortena rows with Re-sync.
Requires HubSpot connected for payment advice source import.
2. Enter-to-badge AND search
- Type a term and press Enter. Cortena adds a filter badge.
- Add more badges to narrow results (AND: all badges must match).
- Remove a badge to widen the search.
- Select a result → Import to create a payment advice document.
For soft-deleted copies, use Re-sync instead of duplicate import. See Payment advice soft-delete.
3. HubSpot phrases and scheduled sync
In Settings → Integrations → HubSpot (payment advice / email import section):
| Filter type | Behavior |
|---|---|
| Full phrases | from:partner@example.com, body:Zahlungsavis, etc. |
| Sync combine | Multiple phrases match with OR on automatic sync |
| Import since | Only emails after this date import on sync |
| Sync reset | Clears cursor so next sync re-evaluates from Import since |
Badges in Search in CRM are for on-demand lookup. Phrase filters drive background sync.
4. Email body import
Cortena can create payment advices from email body text (not only PDF attachments) when the parser finds tabular payment data.
- Preview shows document kind indicating email-body source.
- Low-confidence parses land in needs review on the workspace Preview tab.
Tips and limitations
- HubSpot rate limits may slow large Import since backfills. Use sync reset intentionally.
- Phrase filters are not badge AND logic. Configure OR lists in Settings for sync.
- Related: Payment advice workspace.
Quick reference
| Task | Where |
|---|---|
| On-demand find | Search in CRM |
| Narrow interactively | Enter → filter badges (AND) |
| Auto-import rules | Settings → Integrations → HubSpot phrases |
| Backfill window | Import since · Sync reset |
| Body-only advice | Import email → check Preview kind |