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Product sync settings help define how products are matched and handled between HubSpot and Microsoft Business Central.

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Why Product Sync Settings Matter

Product sync settings are important because they:
  1. Ensure accurate product matching between HubSpot and Business Central
  2. Streamline invoice and order creation
  3. Maintain consistent product data across platforms
  4. Handle scenarios where products may not match exactly :contentReference[oaicite:1]

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Setting Up Product Sync Settings

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1. Searching for Products

This method is best when you have a large number of products and want to match them automatically using a unique identifier.
1
Go to the Product sync rules tab.
2
Select Search parameters.
3
Choose a HubSpot field (e.g. SKU) and match it with a Business Central field (e.g. Product Number).
4
When creating an invoice or order, the integration will use this identifier to find the correct product in Business Central.
Product Sync Settings - Search

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2. Custom Mappings

This method is useful when you have a smaller product set or when product identifiers do not match between systems.
1
Go to the Product sync rules tab.
2
Select Set custom mappings.
3
Manually map HubSpot products to Business Central products.
Product Sync Settings - Custom Mapping

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3. Handling Products Not Found

This section defines what happens when a product does not exist in Business Central.
1
Scroll down to the Product sync rules section.
2
Choose one of the following options:
  • Do not generate invoice
  • Use a default product
  • Create a new product
3
Configure the selected option based on your business needs.
Handling Missing Products

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4. Deals Without Line Items

This option allows syncing deals even when no products are associated.
1
Scroll to the Deal Syncing When Products Are Unavailable section.
2
Enable Sync deals which do not have products associated with them.
3
Select a default product to be used.
Deals Without Products

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Product Field Mappings

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Why Product Field Mappings Matter

  • Ensure data consistency between HubSpot and Business Central
  • Allow customization of product data transfer
  • Maintain accurate financial and product records :contentReference[oaicite:2]

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Setting Up Product Field Mappings

1
Navigate to the Product field mappings tab.
Product Field Mapping
2
Review each Business Central field.The default HubSpot field (if available) will already be mapped.
3
Click Edit to modify mappings or Delete to remove them.
Edit Product Mapping
4
Ensure required fields are mapped correctly before proceeding.
Got unique integration needs?
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