Product Sync Rules define how products from HubSpot are matched with those in Fortnox, 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 Fortnox 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 Fortnox 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:
Skip invoice generation: Select this option if you prefer not to create an invoice when a product isn't found in Fortnox.
Use a default article: When products are not found in the Fortnox, it will use a default article from the Fortnox for generating the invoice. If you select this option, you must specify a default article from your Fortnox article list.
Create a new article in Fortnox: This option is for automatically generating a new article entry in Fortnox 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 product and click "Finish".
