Product Sync Rules define how products from HubSpot are matched with those in Microsoft Business Central, enabling a simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.

Simple Search

This feature is used to match products between HubSpot and Microsoft Business Central by correlating a specific field, such as SKU or product number. It's particularly useful for users who have long product lists. Choose the corresponding field in HubSpot and Fortnox for automatic identification from the respective dropdowns.

Direct Link

You can connect products directly without searching. This option is useful for users who have short product lists. Map the HubSpot fields with the Microsoft Business Central fields and click "Save Mappings".

Advance Settings

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

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

   

   
   

2. Use a default item: When products are not found in Microsoft Business Central, a default item from Microsoft Business Central will be used to generate the invoice. If you select this option, you must specify a default item from your Microsoft Business Central item list.

   

   
   

3. 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 HubSpot.

   

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 item and click "Finish".