> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Product Settings

## Why Product Sync Settings Matter

Define how products from HubSpot are matched with those in e-conomic, enabling field-based matching or direct connection for accurate product syncing and invoicing.

<CardGroup cols={2}>
  <Card title="Accurate product matching" icon="magnifying-glass">
    Ensure products are correctly matched between HubSpot and e-conomic every time.
  </Card>

  <Card title="Streamlined invoicing" icon="file-invoice">
    Automatically create invoices and orders without manual product lookups.
  </Card>

  <Card title="Consistent product data" icon="arrows-rotate">
    Maintain uniform product information across both platforms at all times.
  </Card>

  <Card title="Handle mismatches gracefully" icon="triangle-exclamation">
    Define fallback behavior for scenarios where products don't match exactly.
  </Card>
</CardGroup>

***

## Setting Up Product Sync Settings

<Steps>
  <Step title="Navigate to Product sync rules">
    Go to the **Product sync rules** tab in your integration settings.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-233118.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=127af63271d6434fedc9ac914628cba6" alt="Screenshot 2026 04 11 233118" width="1551" height="876" data-path="images/Screenshot-2026-04-11-233118.png" />
    </Frame>
  </Step>

  <Step title="Searching for Products">
    This method is best when you have a large number of products and want to automatically match them based on a unique identifier.

    1. Go to the **Product sync rules** tab.
    2. Select **Select search parameters**.
    3. Choose a HubSpot field (e.g., SKU) and match it with an e-conomic field (e.g., Product Number).
    4. When creating an invoice or order, the integration will use this identifier to find the correct product in e-conomic.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-233225.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=c398765db5737f4551f2f4db47db227d" alt="Screenshot 2026 04 11 233225" width="1543" height="672" data-path="images/Screenshot-2026-04-11-233225.png" />
    </Frame>

    <Note>
      **Example:** If you set SKU (HubSpot) to match with Product Number (e-conomic), a product with SKU `ABC123` in HubSpot will be matched with a product that has Product Number `ABC123` in e-conomic.
    </Note>
  </Step>

  <Step title="Handling Products Not Found in e-conomic" stepNumber={3}>
    Scroll down in the **Product sync rules** tab and choose one of the three fallback options:

    <AccordionGroup>
      <Accordion title="Do not generate invoice">
        If no matching product is found in e-conomic, the invoice will not be generated.
      </Accordion>

      <Accordion title="Use a default product">
        When a product is not found, the integration will fall back to a default product from e-conomic to generate the invoice.
      </Accordion>

      <Accordion title="Create a new product">
        The integration will automatically create a new product entry in e-conomic using product details from HubSpot.
      </Accordion>
    </AccordionGroup>

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-233546.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=ff16b30308d1c85346964fa72ac1f175" alt="Screenshot 2026 04 11 233546" width="1609" height="604" data-path="images/Screenshot-2026-04-11-233546.png" />
    </Frame>

    Follow the on-screen prompts to set up the necessary details for your chosen option.
  </Step>

  <Step title="Deals Without Line Items" stepNumber={4}>
    At the bottom of the **Product sync rules** tab, find the **Deal Syncing When Products Are Unavailable** section.

    1. Check the box to **Sync the deals which do not have products associated with them**.
    2. Select a default product from e-conomic to use in these cases.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-233646.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=2229cc3045ea2775e2f2c139cf482c35" alt="Screenshot 2026 04 11 233646" width="1573" height="511" data-path="images/Screenshot-2026-04-11-233646.png" />
    </Frame>
  </Step>

  <Step title="Click &#x22;Save&#x22; to apply your preferred mappings" stepNumber={5} />
</Steps>

***

## Product Field Mappings

### Why Product Field Mappings Matter

* **Ensure data consistency** — align product information between HubSpot and e-conomic.
* **Customize for your needs** — tailor the product data transfer to fit your specific requirements.
* **Maintain data accuracy** — ensure essential product information is correctly represented in e-conomic for proper accounting.

### Setting Up Product Field Mappings

<Steps>
  <Step title="Navigate to Product field mappings">
    Go to the **Product field mappings** tab in your integration settings.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-234004.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=128df625cbef67a1987536a002747e3d" alt="Screenshot 2026 04 11 234004" width="1636" height="733" data-path="images/Screenshot-2026-04-11-234004.png" />
    </Frame>
  </Step>

  <Step title="Review and edit existing mappings">
    For each e-conomic field, the default HubSpot field will be shown (if applicable). Click **Edit** to change the mapping or **Delete** to remove it.
  </Step>

  <Step title="Prioritize required fields">
    Pay special attention to these required fields:

    * **Name** *(default mapped to Name in HubSpot)*
    * **Product Number** *(typically mapped to SKU in HubSpot)*
    * **Product Group**
  </Step>

  <Step title="Save your mappings">
    After setting your preferred mappings, click **Save Mappings** to apply your changes.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/vbRT_M1td7Th601K/images/Screenshot-2026-04-11-234048.png?fit=max&auto=format&n=vbRT_M1td7Th601K&q=85&s=c21f6eec6fd832deeb4fd9e0be8dc53c" alt="Screenshot 2026 04 11 234048" width="1674" height="589" data-path="images/Screenshot-2026-04-11-234048.png" />
    </Frame>
  </Step>
</Steps>
