Why Product Sync Settings Matter

Product sync settings are important because they:

1. Ensure accurate product matching between Pipedrive and Business Central

2. Streamline invoice and order creation

3. Maintain consistent product data across platforms

4. Handle scenarios where products may not match exactly

Setting Up Product Sync Settings

Manage how items are identified and matched between Pipedrive and Microsoft Business Central. Here, you will select the method of product 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 Microsoft Business Central when the integration is triggered

  

  
  

Set Custom Mappings: Select this method to link specific products one-to-many between Pipedrive and Microsoft Business Central directly. Click Custom Mappings > Click Not Mapped for the specific Microsoft Business Central field > Select the item from the drop-down box > Click Save Mappings.

Advance Settings

This option is useful when a product is not found in the search. It offers three options, which are:

• Skip invoice generation: Select this option if you prefer not to create an invoice when a product isn't found in Microsoft Business Central.

• Use a default item: When an item is not found in Microsoft Business Central, it will use a default item from Microsoft Business Central to generate the invoice. If you select this option, you must specify a default item from your Microsoft Business Central item list.

  

  
  

• Create a new item in Microsoft Business Central: This option automatically generates a new item entry in Microsoft Business Central when a matching item isn't found using product details from Pipedrive.

  

  
  

Sync deals which do not have products associated with them

This option is applicable when there are no products in a deal, and the user wants to sync the deal. You can check this option. Select the product and click Finish.

Select a default item to add an overall discount as a line item

Opt for this feature to incorporate invoice-level discounts as line items in Microsoft Business Central when chosen. This enables you to apply a standard discount to entire deals, effortlessly showcasing it as a default product within the Pipedrive deal

Product Field Mappings

Why Product Field Mappings Matter

• Ensure data consistency: Align product information between Pipedrive and Business Central.

• Customize for your needs: Tailor the product data transfer to fit your specific requirements.

• Maintain data accuracy: Ensure that essential product information is correctly represented in Business Central for proper accounting.

Setting Up Product Field Mappings

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

• Click Edit

  

  
  

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

  

  
  

• Click Save

  

• Click Save Mappings.