> ## 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

**Product sync settings are important because they:**

1. Ensure accurate product matching between HubSpot and Fortnox
2. Streamline invoice and order creation
3. Maintain consistent product data across platforms
4. Handle scenarios where products may not match exactly

***

## Setting Up Product Sync Settings

<Frame>
  ![Setting Up Product Sync Settings](https://framerusercontent.com/images/x6ubnbYLPiNoPG7oxPX4GjwI.png)
</Frame>

### Option 1: Searching for Products

This method is best when you have a large number of products and want to match them automatically based on a unique identifier.

<Steps>
  <Step>
    Go to the **"Product Sync Rules"** tab.
  </Step>

  <Step>
    Select **"Select Search Parameters"**.

    <Frame>
      ![Setting Up Product Sync Settings](https://framerusercontent.com/images/Cs2059BcuFGiGX0DtAI5cn8Mfp0.png)
    </Frame>
  </Step>

  <Step>
    Choose a HubSpot field (e.g., SKU) and match it with a Fortnox field (e.g., Product Number). When creating an invoice or order, the integration will use this identifier to find the correct product in Fortnox.

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

### Option 2: Custom Mappings

This method is ideal when you have a small number of products or when product identifiers don't match exactly between HubSpot and Fortnox.

<Steps>
  <Step>
    Go to the **"Product Sync Rules"** tab.
  </Step>

  <Step>
    Select **"Set Custom Mappings"**.

    <Frame>
      ![Setting Up Product Sync Settings](https://framerusercontent.com/images/FJ4blBMRfDsJFcask5Z4dIYIcpE.png)
    </Frame>
  </Step>

  <Step>
    For each Fortnox product, manually select which HubSpot product(s) it corresponds to.

    <Note>
      **Example:** You might map the HubSpot product "Premium Package" to the Fortnox product "Premium Service Bundle", even though their names or identifiers don't match exactly.
    </Note>
  </Step>
</Steps>

### Option 3: Handling Products Not Found in Fortnox

<Steps>
  <Step>
    Scroll down in the **"Product Sync Rules"** tab.
  </Step>

  <Step>
    Choose one of three options:

    * **Do not generate invoice**
    * **Use a default product**
    * **Create a new product**
  </Step>

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

    <Frame>
      ![Setting Up Product Sync Settings](https://framerusercontent.com/images/RAQiyC8QFtiaMAM6zhGmlPAsnQ4.png)
    </Frame>
  </Step>
</Steps>

### Option 4: Deals Without Line Items

<Steps>
  <Step>
    At the bottom of the **"Product Sync Rules"** tab, find the **"Deal Syncing When Products Are Unavailable"** section.
  </Step>

  <Step>
    Check the box to **"Sync the deals which do not have products associated with them"**.
  </Step>

  <Step>
    Select a default product from Fortnox to use in these cases.

    <Frame>
      ![Setting Up Product Sync Settings](https://framerusercontent.com/images/iivMXtT9AwI4GhEBLDb6vmiBs.png)
    </Frame>
  </Step>
</Steps>

***

## Product Field Mappings

### Why Product Field Mappings Matter

* **Ensure data consistency:** Align product information between HubSpot and Fortnox.
* **Customize for your needs:** Tailor the product data transfer to fit your specific requirements.
* **Maintain data accuracy:** Ensure that essential product information is correctly represented in Fortnox for proper accounting.

### Setting Up Product Field Mappings

<Steps>
  <Step>
    Navigate to the **"Product Field Mappings"** tab in your integration settings.

    <Frame>
      ![Setting Up Product Field Mappings](https://framerusercontent.com/images/debc2iEEsGjortyLET44eSTSUSI.png)
    </Frame>
  </Step>

  <Step>
    For each Fortnox field, the default HubSpot field will be shown (if applicable). Click **"Edit"** to change the mapping or **"Delete"** to remove it.
  </Step>

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

<Tip>
  **Got unique integration needs?**\
  Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced integration settings](https://custom.cloudify.biz/)
</Tip>