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Product Sync Rules define how products from Pipedrive are matched with those in e-conomic, enabling simple field-based matching or a direct connection without searching — ensuring accurate product syncing and invoicing.

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Why Product Sync Settings Matter

Accurate product matching

Ensure products are correctly matched between Pipedrive and e-conomic every time.

Streamlined invoicing

Automatically create invoices and orders without manual product lookups.

Consistent product data

Maintain uniform product information across both platforms at all times.

Handle mismatches gracefully

Define fallback behaviour for scenarios where products don’t match exactly.

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Setting Up Product Sync Settings

1

Searching for Products

This method is best when you have a large number of products and want to automatically match them based on a unique identifier.
  1. Go to the Product sync rules tab.
  2. Select Select search parameters.
  3. Choose a Pipedrive field (e.g., SKU) and match it with an e-conomic field (e.g., Product Number).
  4. When creating an invoice or order, the integration will use this identifier to find the correct product in e-conomic.
Example: If you set SKU (Pipedrive) to match with Product Number (e-conomic), a product with SKU ABC123 in Pipedrive will be matched with a product that has Product Number ABC123 in e-conomic.
Searching for Products — select search parameters to match Pipedrive and e-conomic products
2

Custom Mappings

This method is ideal when you have a small number of products or when product identifiers don’t match exactly between Pipedrive and e-conomic.
  1. Go to the Product sync rules tab.
  2. Select Set custom mappings.
  3. For each e-conomic product, manually select which Pipedrive product(s) it corresponds to.
Example: You might map the Pipedrive product “Premium Package” to the e-conomic product “Premium Service Bundle”, even though their names or identifiers don’t match exactly.
Custom Mappings — manually map Pipedrive products to e-conomic products
3

Handling Products Not Found in e-conomic

Scroll down in the Product sync rules tab and choose one of the three fallback options:
If no matching product is found in e-conomic, the invoice will not be generated.
Do not generate invoice when product is not found
When a product is not found, the integration will fall back to a default product from e-conomic to generate the invoice.
Use a default product when no matching product is found
The integration will automatically create a new product entry in e-conomic using product details from Pipedrive.
Create a new product in e-conomic when no match is found
Follow the on-screen prompts to set up the necessary details for your chosen option.
4

Deals Without Line Items

At the bottom of the Product sync rules tab, find the Deal Syncing When Products Are Unavailable section.
  1. Check the box to Sync the deals which do not have products associated with them.
Enable syncing for deals that do not have products associated
  1. Select a default product from e-conomic to use in these cases.
Select a default product from e-conomic for deals without line items
5

Add a Deal-Level Discount as a Line Item

Check the Select a default item to add overall discount as a line item box and select the product to apply a deal-level discount to the complete deal value in Pipedrive.

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Product Field Mappings

Why Product Field Mappings Matter
  • Ensure data consistency — align product information between Pipedrive and e-conomic.
  • Customize for your needs — tailor the product data transfer to fit your specific requirements.
  • Maintain data accuracy — ensure essential product information is correctly represented in e-conomic for proper accounting.

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Setting Up Product Field Mappings

1

Navigate to Product field mappings

Go to the Product field mappings tab in your integration settings.
2

Review and edit existing mappings

For each e-conomic field, the default Pipedrive field will be shown (if applicable). Click Edit to change the mapping or Delete to remove it.
Review existing product field mappings and edit or delete as needed
3

Prioritize required fields

Pay special attention to these required fields:
  • Name (default mapped to Name in Pipedrive)
  • Product Number (typically mapped to SKU in Pipedrive)
  • Product Group
Required product fields — Name, Product Number, and Product Group
4

Save your mappings

After setting your preferred mappings, click Save Mappings to apply your changes.
Click Save Mappings to apply your product field mappings
Got unique integration needs? Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. Learn more about Advanced Integration Settings