> ## 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

> Control how Shopify products are matched, created, and mapped in e-conomic

Product Sync Rules control how the app finds your products in e-conomic, what happens when a product does not exist there yet, and which product data is copied over.

You find these settings on the **Sales Posting Setup** page, under the **Product** tab.

## Choose a product search method

When an order comes in, the app needs to find the matching product in e-conomic so it can put the right product line on the invoice. There are two ways to do this:

* **Simple Search (using a specific field)** – the app matches products by comparing one Shopify field to one e-conomic field. The default is Shopify **Title** matched against e-conomic **Product Name**. Select the most reliable field for identifying your products — something that is always filled out and unique to each product. If your SKUs are consistent, matching Shopify **SKU** against e-conomic **Product Number** is a strong choice.
* **Direct Link (map each product)** – instead of matching by a field, you manually link each Shopify product to its e-conomic product one by one. This gives you full control but takes more work, and every new product must be linked before it can sync.

<Info>
  This step matters for accurate invoicing and inventory. If a product cannot be found, the app falls back to the rule you choose in the next section — and the default fallback is to skip invoice generation entirely.
</Info>

<img src="https://mintcdn.com/cloudify-c7720744/KEVcLt-o-TB1YG0w/images/Screenshot-2026-07-17-030640.jpeg?fit=max&auto=format&n=KEVcLt-o-TB1YG0w&q=85&s=596d6e966a8acf4342318d561b1bb7ca" alt="Screenshot 2026 07 17 030640" width="732" height="415" data-path="images/Screenshot-2026-07-17-030640.jpeg" />

## If product not found in e-conomic

This rule decides what happens when an order contains a product that the search method could not find in e-conomic:

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/KEVcLt-o-TB1YG0w/images/Screenshot-2026-07-17-030721.jpeg?fit=max&auto=format&n=KEVcLt-o-TB1YG0w&q=85&s=14ce96e5332cc4cbe097bb750d323c4e" alt="Screenshot 2026 07 17 030721" width="723" height="285" data-path="images/Screenshot-2026-07-17-030721.jpeg" />
</Frame>

* **Skip invoice generation** (default) – the integration stops for that order and no e-conomic invoice is created. This prevents errors, but you need to manually review each order with a product mismatch.
* **Use a default product** – the invoice is created using a pre-selected e-conomic product. Only the **product number** of the selected default product is used for invoicing — all other details (name, price, quantity) still come from the Shopify order. This keeps the integration running, but the affected invoices may need manual review later.
* **Create a new product in e-conomic** – the app automatically creates the missing product in e-conomic from the Shopify product details and uses it on the invoice. You select which **Product Group** new products are placed in (for example "Varer m/moms" – goods with VAT), which determines the sales account for new products. This ensures all products sync.

<Warning>
  Automatic product creation may create duplicate or unnecessary products if not managed carefully — for example if the same product exists in Shopify with slightly different titles. Keep your product data clean if you use this option.
</Warning>

## Tax settings

**Exclude Shopify Tax from e-conomic invoices** – enable this checkbox to remove the taxes applied on the Shopify order when the e-conomic invoice is created. Only the relevant e-conomic tax is applied to the invoice instead.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/KEVcLt-o-TB1YG0w/images/Screenshot-2026-07-17-030841.jpeg?fit=max&auto=format&n=KEVcLt-o-TB1YG0w&q=85&s=3127d366c54ab5d9a0716c521f967828" alt="Screenshot 2026 07 17 030841" width="810" height="417" data-path="images/Screenshot-2026-07-17-030841.jpeg" />
</Frame>

Cloudify does not perform any tax calculations. The tax on the invoice depends entirely on your existing tax settings in e-conomic. This checkbox only controls whether the Shopify tax amount is carried over or left out.

## Product Field Mappings

This table only applies if you chose **Create a new product in e-conomic** above. It defines which Shopify product data is copied into which e-conomic field when a new product is created.

The **Status** column shows the state of each field:

* **Mapped** (green) – the e-conomic field is filled from the selected Shopify field.
* **Not mapped** (orange) – the field is left empty.

The pre-mapped defaults:

| e-conomic field     | Shopify field | Notes                                                                                                  |
| ------------------- | ------------- | ------------------------------------------------------------------------------------------------------ |
| Product Name        | Title         | Required — cannot be cleared                                                                           |
| Product Number      | SKU           | Required — cannot be cleared. Make sure your Shopify products have SKUs, or product creation will fail |
| Barcode             | Barcode       | Machine-readable barcode for the product                                                               |
| Product Description | Description   | Free text description                                                                                  |
| Product Sales Price | Price         | The selling price                                                                                      |

Optional fields you can map yourself:

* **Product Cost Price** – what the product costs you. Map this if you want margin reporting in e-conomic.
* **Product Group** – overrides the default product group per product, using a value from a Shopify field.
* **Product Recommended Price** – the recommended retail price.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/KEVcLt-o-TB1YG0w/images/Screenshot-2026-07-17-030931-1.jpeg?fit=max&auto=format&n=KEVcLt-o-TB1YG0w&q=85&s=47ee0ec1f17f202d8525529075b5961f" alt="Screenshot 2026 07 17 030931 1" width="787" height="789" data-path="images/Screenshot-2026-07-17-030931-1.jpeg" />
</Frame>

For each field you can pick a Shopify field from the dropdown, click **Use Text** to set one fixed value for all products, or click **Clear** to leave the field empty. If the data you need does not exist in Shopify, **Create new Shopify field** adds a custom field to hold it. Use the search box to find a field quickly.

Click **Save** when done.
