> ## 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 Product Matching

Product Search Rules define how products from HubSpot are matched with those in e-conomic, enabling a simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.

### Simple Search

This feature is used to match products between HubSpot and e-conomic by correlating a specific field, such as SKU or product number. It's particularly useful for users who have long product lists. Choose the corresponding field in HubSpot and e-conomic for automatic identification from the respective dropdowns.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/vks3jfLasIs4E_8_/images/image-222.png?fit=max&auto=format&n=vks3jfLasIs4E_8_&q=85&s=57af4ab1882aaed0f8e235b8f36f06d8" alt="Image" width="1884" height="858" data-path="images/image-222.png" />
</Frame>

### Direct Link

﻿Select this method to link specific products one-to-one between HubSpot and e-conomic directly. This option is particularly beneficial when the product count is low, allowing for precise, manual matching of each product.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/vks3jfLasIs4E_8_/images/image-224.png?fit=max&auto=format&n=vks3jfLasIs4E_8_&q=85&s=de1e48dac4bf3daa3cae665a0a461ed3" alt="Image" width="1888" height="861" data-path="images/image-224.png" />
</Frame>

## Advance Settings

### Set Product Matching Fallback Options

This option is useful when a product is not found in the search. It offers three options, which are:

* **Skip Invoice Generation**: Select this option if you prefer not to create an invoice when a product isn't found in e-conomic
* **Use a Default product:** When an item is not found in e-conomic, a default item from e-conomic will be used to generate the invoice. If you select this option, you must specify a default product from your e-conomic item list.
* **Create a new product in e-conomic :** This option automatically generates a new item entry in e-conomic when a matching item isn't found using product details from HubSpot.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/vks3jfLasIs4E_8_/images/image-225.png?fit=max&auto=format&n=vks3jfLasIs4E_8_&q=85&s=655e8b57a426a762eabc33b100f52205" alt="Image" width="1648" height="877" data-path="images/image-225.png" />
</Frame>

### Sync deals which do not have line-items (products) associated with them

This additional option is provided to create an invoice, order/quote with deal value only. You can choose this option if you do not use line items in HubSpot deals. Select a default product from the list to handle this scenario. Click on "**Save customization**" once done.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/vks3jfLasIs4E_8_/images/image-226.png?fit=max&auto=format&n=vks3jfLasIs4E_8_&q=85&s=3c4b294e64af6d8ae818778a297115ce" alt="Image" width="1657" height="889" data-path="images/image-226.png" />
</Frame>

.

***
