Wise Payments for HubSpot shares only the data required to synchronize transaction activity, match CRM records, reconcile invoices, and create HubSpot payment records.

For Companies and Contacts, the app reads existing records for matching and association purposes and can publish completed Wise transaction and payment reconciliation events to their HubSpot timelines. It does not create or update Company or Contact properties.

For Invoices, the app reads invoice status, number, amount, currency, relevant dates, and Company/Contact associations to determine whether a completed incoming Wise transaction can be uniquely reconciled.

For Payments, the app creates HubSpot Commerce Payment records when a Wise transaction is successfully matched to an invoice. The payment includes the Wise transaction amount, currency, original transaction date, payment status, reference, and invoice association. Existing payments are checked first to prevent duplicates.

Wise transaction data is retrieved from the connected Wise account using the customer’s personal API token and stored in the application’s PostgreSQL transaction ledger. Tokens are encrypted before storage. The app does not store Wise passwords, full payment-card details, or initiate or send funds through Wise.