Setting Up Product Sync Settings

1. Searching for Products: This method is best when you have a large number of products and want to match them based on a unique identifier automatically.

   1. Go to the "Product sync rules" tab

   2. Select "Select search parameters."

      

   3. Choose a HubSpot field (e.g., SKU) and match it with a Fortnox field (e.g., Product Number)

   4. When creating an invoice or order, the integration will use this identifier to find the correct product in Fortnox.

   Example: If you set SKU (HubSpot) to match with Product Number (Fortnox), a product with SKU "ABC123" in HubSpot will be matched with a product that has Product Number "ABC123" in Fortnox.

2. Custom Mappings: This method is ideal when you have a small number of products or when product identifiers don't match exactly between HubSpot and Fortnox.

   1. Go to the "Product sync rules" tab

   2. Select "Set custom mappings"

      

   3. For each Fortnox product, manually select which HubSpot product(s) it corresponds to

   Example: You might map the HubSpot product "Premium Package" to the Fortnox product "Premium Service Bundle", even though their names or identifiers don't match exactly.

3. Handling Products Not Found in Fortnox

   1. Scroll down in the "Product sync rules" tab.

   2. Choose one of three options:

      • Do not generate invoice

      • Use a default product

      • Create a new product

   3. Follow the prompts to set up the necessary details for your chosen option.

      

4. Deals Without Line Items

   1. At the bottom of the "Product sync rules" tab, find the "Deal Syncing When Products Are Unavailable" section.

   2. Check the box to "Sync the deals which do not have products associated with them".

   3. Select a default product from Fortnox to use in these cases.