> ## 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 Sync Rules

> 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.

***

## Simple Search

Use this feature to match products between Pipedrive and e-conomic by correlating a specific field, such as SKU or product number. This is particularly useful for users who have long product lists.

Choose the corresponding field in Pipedrive and e-conomic for automatic identification from the respective dropdowns.

<Frame>
  ![Simple Search — match products between Pipedrive and e-conomic by field](https://framerusercontent.com/images/6n7gBHEZNaFnqEFKKf2063lzUsk.png)
</Frame>

***

## Direct Link

Connect products directly without searching. This option is useful for users who have short product lists. Map the Pipedrive fields with the e-conomic fields and click **Save Mappings**.

<Frame>
  ![Direct Link — map Pipedrive fields to e-conomic fields and save](https://framerusercontent.com/images/8LkcsPH4cVtxWAoGAjRylfkxyuA.png)
</Frame>

***

## Advanced Settings

These settings apply when a product is not found during the search. Choose one of the three fallback options below:

<AccordionGroup>
  <Accordion title="Skip invoice generation">
    Select this option if you prefer **not** to create an invoice when a product isn't found in e-conomic.

    <Frame>
      ![Skip invoice generation when a product is not found in e-conomic](https://framerusercontent.com/images/iaGhq8o6pWtd6Us0FKLF1tFOxF0.png)
    </Frame>
  </Accordion>

  <Accordion title="Use a default product">
    When a product is not found in e-conomic, the integration will use a **default product** from e-conomic to generate the invoice. If you select this option, you must specify a default product from your e-conomic product list.

    <Frame>
      ![Use a default product from e-conomic when no match is found](https://framerusercontent.com/images/h5x1IRDOyqwrdNWw17A2igYKw.png)
    </Frame>
  </Accordion>

  <Accordion title="Create a new product in e-conomic">
    This option automatically generates a new product entry in e-conomic when a matching item isn't found, using product details from Pipedrive. You must specify the **product group** to ensure the new product aligns with the correct category in e-conomic.

    Select the product group and click **Finish**.

    <Frame>
      ![Create a new product in e-conomic when no match is found](https://framerusercontent.com/images/LtIQVHuszL99DfxP7jyGSPiQ8jc.png)
    </Frame>
  </Accordion>
</AccordionGroup>

***

## Sync Deals Without Associated Products

This option applies when a deal has no products attached and you still want to sync it. Enable this option, select a default product, and click **Finish**.

<Frame>
  ![Sync deals that do not have products associated with them](https://framerusercontent.com/images/LtIQVHuszL99DfxP7jyGSPiQ8jc.png)
</Frame>

***

## Select a Default Product for Overall Discount as a Line Item

Use this feature to incorporate invoice-level discounts as line items in e-conomic. This lets you apply a standard discount to entire deals, displaying it as a default product within the Pipedrive deal.

<Frame>
  ![Select a default product to add an overall discount as a line item](https://framerusercontent.com/images/h8c8IWZqluceP2QoghdyBWZDQ.png)
</Frame>

***

<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>

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