> ## 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.

# Customer Settings

Customer Settings are the foundation of your integration, defining how customer information is matched, created, and updated between HubSpot and Microsoft Business Central. Proper configuration ensures data consistency and prevents duplicates across both platforms.

In this section, you configure:

* Customer matching rules
* Default customer mappings
* Field mappings

***

## Customer Matching Rules

Customer matching rules determine how existing customers are identified before creating new ones.

### Why Customer Matching Rules Matter

* Prevent duplicate customers
* Ensure consistent data across systems
* Automatically create customers when no match is found
* Simplify customer management

<Steps>
  <Step>
    Select the **Company Matching Criteria**.

    Choose a HubSpot field (e.g. Company Name or CVR) and map it to the corresponding Business Central field.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/z6eEjYg35gy35ZQz/images/Screenshot-2026-08-06-123920.jpeg?fit=max&auto=format&n=z6eEjYg35gy35ZQz&q=85&s=c38598c1e525579e6ec1c624f0471ca8" alt="Screenshot 2026 08 06 123920" width="859" height="468" data-path="images/Screenshot-2026-08-06-123920.jpeg" />
    </Frame>
  </Step>

  <Step>
    (Optional) Enable **Primary Contact Sync**.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/z6eEjYg35gy35ZQz/images/Screenshot-2026-08-06-124015.jpeg?fit=max&auto=format&n=z6eEjYg35gy35ZQz&q=85&s=2e08e655bd8a5bc97fce6a8315a581c4" alt="Screenshot 2026 08 06 124015" width="877" height="607" data-path="images/Screenshot-2026-08-06-124015.jpeg" />
    </Frame>

    This allows contacts to be created as customers when no company exists.
  </Step>

  <Step>
    Choose how to handle the **Customer Number**:

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/lRTr_M2dXHvDjacU/images/image-621.png?fit=max&auto=format&n=lRTr_M2dXHvDjacU&q=85&s=df8349aef2f477081e75c51259795b7d" alt="Image" width="850" height="523" data-path="images/image-621.png" />
    </Frame>

    * Let Business Central generate it
    * Use a number from HubSpot
  </Step>
</Steps>

***

## Customer Default Mappings

Default mappings define required values when creating customers in Business Central.

<Steps>
  <Step>
    Navigate to the **Customer Default Mappings** section.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/lRTr_M2dXHvDjacU/images/image-622.png?fit=max&auto=format&n=lRTr_M2dXHvDjacU&q=85&s=0f59bf49a5e28915702e7cc908e57358" alt="Image" width="762" height="400" data-path="images/image-622.png" />
    </Frame>
  </Step>

  <Step>
    Configure required fields such as:

    * Payment Terms
    * Customer Group
    * VAT Zone
    * Currency
    * Invoice Layout
  </Step>
</Steps>

***

## Field Mappings (Company & Contact)

Field mappings control how data is transferred between HubSpot and Business Central.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/lRTr_M2dXHvDjacU/images/image-623.png?fit=max&auto=format&n=lRTr_M2dXHvDjacU&q=85&s=b6d23bee83604a0c4907d2ae36780ef2" alt="Image" width="727" height="358" data-path="images/image-623.png" />
</Frame>

### Why Field Mappings Matter

* Ensure correct data syncing
* Reduce manual work
* Improve data quality

<Steps>
  <Step>
    Navigate to the **Company/Contact Field Mappings** section.
  </Step>

  <Step>
    Review existing mappings or click **Edit** to modify them.
  </Step>

  <Step>
    Add new mappings using the search field.

    You can also create new HubSpot properties if needed.
  </Step>
</Steps>

***

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

  [Advanced Integration Setting](https://custom.cloudify.biz/)
</Tip>