> ## 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 Settings

## Setting Up Product Sync Preferences

These settings control how the integration matches Shopify products to products in Tripletex when building an invoice, and what happens when no match is found.

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### Choose a Product Search Method

When a Shopify order syncs, the integration needs to find the matching product in Tripletex before it can add it to an invoice. Pick how that lookup works:

* **Simple Search (using a specific field)** — Match on a single field. Choose the **Shopify field** (e.g. Title) and the **Tripletex field** it should be matched against (e.g. Name). The integration looks for a Tripletex product where that field matches.
* **Direct Link (no searching)** — Manually link each Shopify product to a specific Tripletex product. No lookup runs — the integration uses the link you set. Best for smaller catalogs where you want exact control over which product maps to which.

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  <img src="https://mintcdn.com/cloudify-c7720744/nmQz1fodEsCQeJ80/images/Screenshot-2026-07-03-020449-1.jpeg?fit=max&auto=format&n=nmQz1fodEsCQeJ80&q=85&s=bed5d543c7f133ed99718a0a27d7b7b5" alt="Screenshot 2026 07 03 020449 1" width="850" height="423" data-path="images/Screenshot-2026-07-03-020449-1.jpeg" />
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<Note>
  Why it matters: this step drives accurate invoicing and inventory. If a product can't be found, the integration falls back to your setting in **If product not found in Tripletex** below — where **Skip invoice generation** is applied by default.
</Note>

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### If Product Not Found in Tripletex

This decides what happens when the search above returns no match. Pick one:

* **Skip invoice generation** *(default)* — The invoice is not created. Use this when you'd rather catch and fix a missing product than let an incomplete invoice through.
* **Use a default product** — The order still invoices, but the unmatched line uses an existing Tripletex product you nominate as the fallback.
* **Create a new product in Tripletex** — A new product is created from your product field mappings and added to the invoice. You'll need to select a sales account for the new products.

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  <img src="https://mintcdn.com/cloudify-c7720744/nmQz1fodEsCQeJ80/images/Screenshot-2026-07-03-020723.jpeg?fit=max&auto=format&n=nmQz1fodEsCQeJ80&q=85&s=8e67eaf9828a7d8f8f32f055fab07095" alt="Screenshot 2026 07 03 020723" width="841" height="453" data-path="images/Screenshot-2026-07-03-020723.jpeg" />
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### Tax Settings

Enable **Exclude Shopify Tax from Tripletex invoices** to drop the tax that came in on the Shopify order. When enabled, only the relevant Tripletex tax is applied to the invoice.

Cloudify does not calculate tax itself — the amount applied depends entirely on your existing tax configuration in Tripletex.

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  <img src="https://mintcdn.com/cloudify-c7720744/nmQz1fodEsCQeJ80/images/Screenshot-2026-07-03-020800.jpeg?fit=max&auto=format&n=nmQz1fodEsCQeJ80&q=85&s=573223aac84a61419e521ea5d539fab6" alt="Screenshot 2026 07 03 020800" width="999" height="379" data-path="images/Screenshot-2026-07-03-020800.jpeg" />
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