Product Sync Rules

Manage how products are identified and matched between HubSpot and Xero. Here, you will select the method of item search that best suits your needs, ensuring accurate invoice creation.

You can select either Select Search Parameters or Set Custom Mappings.

• Select Search Parameters: Choose this method to set specific parameters for searching products in Xero when the integration is triggered.

  

  
  

• Set Custom Mappings: Select this method to link specific items one-to-one between HubSpot and Xero directly. Click "Custom Mappings" > Click "Not Mapped for the specific Xero field" > Select the product from the drop-down box > Click "Save Mappings".

Furthermore, you can choose the action to be taken if a product from HubSpot isn't found in Xero:

• Do not generate an invoice: Select this option to avoid creating an invoice when an item isn't found in Xero.

  

  
  

• Use a Default Item: When a HubSpot product isn't found, it uses a default Xero item to generate invoices. This ensures uninterrupted invoice creation with the Xero item number and relevant invoice details. If you select this option, you must specify a default item from your Xero item list.

  

  
  

• Create a new item: This option automatically generates a new item entry in Xero when a matching item isn't found using product details from HubSpot.

  

  
  

Sync deals which do not have products associated with them

This option is applicable to create an invoice with deal value only. You can choose this option if you do not use products in HubSpot deals. Select the product from the drop-down list and click "Save".

Product Field Mappings

Product field mapping involves customizing how product data aligns between HubSpot and Xero by setting equivalent fields. This ensures that product information like names and numbers is consistently and accurately transferred between the two systems. This mapping is essential for coherent product data management and streamlined invoicing processes.

• Click "Edit".

  

  
  

• Select the HubSpot field you want to map from the drop-down menu.

  

  
  

• Click "Save".

  

  
  

• Click "Save Mappings".