> ## 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 Sync Rules

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

***

## Option 1: Simple Search

This method matches products between HubSpot and Fortnox by correlating a specific field such as SKU or product number. It's particularly useful for users with long product lists.

<Steps>
  <Step>
    From the **HubSpot** dropdown, select the field you want to use for product matching (e.g., SKU).
  </Step>

  <Step>
    From the **Fortnox** dropdown, select the corresponding field for automatic identification.

    <Frame>
      ![Simple Search](https://framerusercontent.com/images/WmPZVdWpR0MnWYcEr5onFrJG9M.png)
    </Frame>
  </Step>
</Steps>

***

## Option 2: Direct Link

This method connects products directly without searching. It's ideal for users with short product lists.

<Steps>
  <Step>
    Map the HubSpot fields with the corresponding Fortnox fields.

    <Frame>
      ![Direct Link](https://framerusercontent.com/images/qDvXHJu7I83UlXwSzwN40WX9jw.png)
    </Frame>
  </Step>

  <Step>
    Click **"Save Mappings"**.
  </Step>
</Steps>

***

## Advanced Settings

This option handles cases where a product is not found during the search. Choose one of the three behaviours below:

### Skip Invoice Generation

Select this option if you prefer not to create an invoice when a product isn't found in Fortnox.

<Frame>
  ![Advance Settings](https://framerusercontent.com/images/EJ7CKUBWyeZatUGO9p9hsqr7vcg.png)
</Frame>

### Use a Default Article

When a product is not found in Fortnox, the integration will fall back to a default article from Fortnox to generate the invoice. If you select this option, you must specify a default article from your Fortnox article list.

<Frame>
  ![Use a default article](https://framerusercontent.com/images/XoOS5lB25jtOY76KyX5aRox9AU.png)
</Frame>

### Create a New Article in Fortnox

Automatically generates a new article entry in Fortnox when a matching item isn't found, using the product details from HubSpot.

<Frame>
  ![Create a new article in Fortnox](https://framerusercontent.com/images/Ot2aWSDlhsOGNOWk5wfDivXF7VA.png)
</Frame>

***

## Sync Deals Without Products

This option applies when a deal has no products associated with it but you still want to sync it.

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

  <Step>
    Select a default product to use for the sync.
  </Step>

  <Step>
    Click **"Finish"**.

    <Frame>
      ![Sync deals which do not have products associated with them](https://framerusercontent.com/images/8vmQir7tha7T4moGy89tOiRfY.png)
    </Frame>
  </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>