> ## 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 Settings

> Define how products from Pipedrive are matched with those in e-conomic, enabling field-based matching or direct connection for accurate product syncing and invoicing.

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.

***

## Why Product Sync Settings Matter

<CardGroup cols={2}>
  <Card title="Accurate product matching" icon="magnifying-glass">
    Ensure products are correctly matched between Pipedrive and e-conomic every time.
  </Card>

  <Card title="Streamlined invoicing" icon="file-invoice">
    Automatically create invoices and orders without manual product lookups.
  </Card>

  <Card title="Consistent product data" icon="arrows-rotate">
    Maintain uniform product information across both platforms at all times.
  </Card>

  <Card title="Handle mismatches gracefully" icon="triangle-exclamation">
    Define fallback behaviour for scenarios where products don't match exactly.
  </Card>
</CardGroup>

***

## Setting Up Product Sync Settings

<Steps>
  <Step title="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.

    <Note>
      **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.
    </Note>

    <Frame>
      ![Searching for Products — select search parameters to match Pipedrive and e-conomic products](https://framerusercontent.com/images/hRWGGmh3AM1LfpSSvXYevV27eU.png)
    </Frame>
  </Step>

  <Step title="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.

    <Note>
      **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.
    </Note>

    <Frame>
      ![Custom Mappings — manually map Pipedrive products to e-conomic products](https://framerusercontent.com/images/PaMLJfd0mTDQAguskRN3y6wk8A.png)
    </Frame>
  </Step>

  <Step title="Handling Products Not Found in e-conomic">
    Scroll down in the **Product sync rules** tab and choose one of the three fallback options:

    <AccordionGroup>
      <Accordion title="Do not generate invoice">
        If no matching product is found in e-conomic, the invoice will not be generated.

        <Frame>
          ![Do not generate invoice when product is not found](https://framerusercontent.com/images/wqU3LgBH45FTxNHjORXoIJIpJU.png)
        </Frame>
      </Accordion>

      <Accordion title="Use a default product">
        When a product is not found, the integration will fall back to a default product from e-conomic to generate the invoice.

        <Frame>
          ![Use a default product when no matching product is found](https://framerusercontent.com/images/mBqEigKXtc94uuSWiirXypIG2o.png)
        </Frame>
      </Accordion>

      <Accordion title="Create a new product">
        The integration will automatically create a new product entry in e-conomic using product details from Pipedrive.

        <Frame>
          ![Create a new product in e-conomic when no match is found](https://framerusercontent.com/images/yUhhC8esU5cEekUjyFClpXnqaa0.png)
        </Frame>
      </Accordion>
    </AccordionGroup>

    Follow the on-screen prompts to set up the necessary details for your chosen option.
  </Step>

  <Step title="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**.

    <Frame>
      ![Enable syncing for deals that do not have products associated](https://framerusercontent.com/images/jJJu67ux8Z7RSpzJ0mzLPhko.png)
    </Frame>

    2. Select a default product from e-conomic to use in these cases.

    <Frame>
      ![Select a default product from e-conomic for deals without line items](https://framerusercontent.com/images/yMMasnXRdl34gVQBDrRTMSBIVuo.png)
    </Frame>
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## 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.

### Setting Up Product Field Mappings

<Steps>
  <Step title="Navigate to Product field mappings">
    Go to the **Product field mappings** tab in your integration settings.
  </Step>

  <Step title="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.

    <Frame>
      ![Review existing product field mappings and edit or delete as needed](https://framerusercontent.com/images/eMx5hDaC7Z9UjHwavBLINFdOq8.png)
    </Frame>
  </Step>

  <Step title="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**

    <Frame>
      ![Required product fields — Name, Product Number, and Product Group](https://framerusercontent.com/images/Gcz66HFRuZoiuiUIZbrLW0yNCa0.png)
    </Frame>
  </Step>

  <Step title="Save your mappings">
    After setting your preferred mappings, click **Save Mappings** to apply your changes.

    <Frame>
      ![Click Save Mappings to apply your product field mappings](https://framerusercontent.com/images/q3phHbic9Zuzsbi2HCmcHeoo0M.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. [Learn more about Advanced Integration Settings](https://custom.cloudify.biz/)
</Tip>

<CardGroup cols={2} />
