> ## 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 Xero, enabling field-based matching or direct connection for accurate product syncing and invoicing.

### Why Product Sync Settings Matter

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

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

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

  <Card icon="triangle-exclamation" title="Handle mismatches gracefully">
    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 a Xero field (e.g., Product Number).
    4. When creating an invoice or quote, the integration will use this identifier to find the correct product in Xero.

    <Note>
      **Example:** If you set SKU (Pipedrive) to match with Product Number (Xero), a product with SKU`ABC123` in Pipedrive will be matched with a product that has Product Number `ABC123` in Xero.
    </Note>
  </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 Xero.

    1. Go to the **Product sync rules** tab.
    2. Select **Set custom mappings**.
    3. For each Xero product, manually select which Pipedrive product(s) it corresponds to.

    <Note>
      **Example:** You might map the Pipedrive product "Premium Package" to the Xero product "Premium Service Bundle", even though their names or identifiers don't match exactly.
    </Note>
  </Step>

  <Step title="Handling Products Not Found in Xero">
    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 Xero, the invoice or quote will not be generated.
      </Accordion>

      <Accordion title="Use a default product">
        When a product is not found, the integration will fall back to a default product from Xero to generate the invoice or quote.
      </Accordion>

      <Accordion title="Create a new product">
        The integration will automatically create a new product entry in Xero using product details from Pipedrive.
      </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**.
    2. Select a default product from Xero to use in these cases.
  </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 Xero.
* **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 Xero 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 Xero field, the default Pipedrive field will be shown (if applicable). Click **Edit** to change the mapping or **Delete** to remove it.
  </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**
  </Step>

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