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Documentation Index

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Product Sync Rules define how products from HubSpot are matched with those in Microsoft Business Central. This ensures accurate product syncing and correct invoice creation.
This feature matches products between HubSpot and Microsoft Business Central using a selected field such as SKU or product number. It is recommended for users with large product catalogs.
1
Select Simple Search.
Select Simple Search
2
Choose the corresponding fields in HubSpot and Microsoft Business Central for matching.This ensures products are identified correctly across both platforms.
This option allows you to directly map products without performing a search. It is best suited for users with a smaller product catalog.
1
Select Direct Link.
Select Direct Link
2
Map the HubSpot product fields to the corresponding Microsoft Business Central fields.
3
Click Save Mappings.
Save Product Mapping

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Advanced Settings

This section defines what happens when a product is not found in Microsoft Business Central.
1
Select Skip Invoice Generation if you do not want to create an invoice when a product is missing.
Skip Invoice Generation
2
Select Use a Default Item to replace missing products with a predefined item.
Use Default Item
3
Select Create New Item to automatically create a product in Microsoft Business Central using HubSpot product data.
Create New Item

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Sync Deals Without Products

This option allows syncing deals even when no products are associated.
1
Enable Sync deals which do not have products associated with them.
Sync Deals Without Products
2
Select a default item to be used for such deals.
3
Click Finish to complete the setup.
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