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CommercePro Setup Guide
Last Updated: 3rd December 2023
1. Before you begin
The prerequisites to install are:
- HubSpot CMS Enterprise license*
- Four custom objects available in your portal (5 if you are installing discount codes).
*If you have advanced requirements you may require additional licensing. For example, Ops Hub Pro for custom-coded workflows.
2. Install the CommercePro app
Click the link below to install the CommercePro Public App into your HubSpot portal.
After the installation, you will be redirected to back to this page to complete your base CommercePro configuration tasks.
3. Run the CommercePro schema
It is important to note that completing the following step will create the following elements in your HubSpot portal:
- 4-5 custom objects
- Required properties across both custom and standard objects
- CommercePro HubDB tables
- Some dummy products to get you started.
To create the objects, properties and other assets required by CommercePro in your HubSpot portal. Click the "Run Schema Setup" button available here once you have installed CommercePro (as per step 2.) and being redirected to this page.
Alternatively, you will find this button on the General Setting tab of the CommercePro connected app page, which can be found in your HubSpot portal under Setting/Integrations/Connected Apps.
4. Run the CommercePro theme deployment
It is important to note that completing the following step will create the following elements in your HubSpot portal:
- CommercePro theme and modules
- CommercePro templates
Theme deployment can be run only once. You can initiate this by switching the theme deploy toggle on.
The toggle will remain "on" and cannot be switched to "off". If the theme is updated, the toggle will be reset to the "off" position. If you switch it on again, it will override the old theme with a new one.
5. Onboarding
After creating pages from the provided templates, you can use some of the features immediately, but you need to book your onboarding to enable the payments and other core features.
If you haven't already done so, you can schedule an onboarding call with us using the link below:
During your onboarding call, we will guide you through the following:
- Stripe integration setup - please ensure you have admin access to your Stripe account, if you don't have a Stripe account, we will help you setup one during the call.
- Xero integration setup - if you wish to integrate with Xero, you should have admin or developer access to your Xero account.
- HubSpot workflow creation based on your company's commerce or membership requirement.
- CommercePro basic setup - such as timezone, currency, etc.
- Assessment of the best HubSpot license configuration for your needs.
To get the best from your onboarding call we recommend that you have HubSpot Super Admin access and admin access to other applications used in your HubSpot portal.
6. Ongoing support
If you need further support over and above our standard onboarding, we can provide services to assist with advanced configuration and customisation.
For any direct questions, the fastest way to get a response is through our ticketing system here:
If you would like help with your CommercePro deployment email us at support@commercepro.co, and we will work with you directly or recommend one of the partners in our global partner network.
Address: Privacy Officer, CommercePro, Level 1 114 Ponsonby Road, Grey Lynn, Auckland, New Zealand, 1011 .
Email: support@commercepro.co
Phone: +64 9 360 1404