> ## 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.

# Set Up Customer Matching

To begin customizing your customer mappings and preferences, click on the “**Customize**” button.

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### **Company Matching Criteria (For Business Customers - B2B)**

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You can configure company matching criteria by selecting a field in HubSpot (e.g., Company Name, Email) corresponding to the chosen e-conomic field. This ensures both platforms refer to the same company data when syncing information, maintaining consistency across systems.

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### **Enable Individual Contact Sync (For Individual Customers - B2C)**

<Note>
  **Note:** Enable this only if you deal with individual contacts as well
</Note>

This feature is essential for businesses dealing directly with consumers. It allows the seamless addition of individual contacts from HubSpot to e-conomic as customers when there's no associated company. Therefore, if this is the case, tick **“Enable individual customer sync**”.

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Once you have selected your preferences, click on the "**Next**" button.

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