Product Sync Rules define how products from Pipedrive 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 Pipedrive 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 Pipedrive and Microsoft Business Central 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 Pipedrive 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 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. 

   

   
   

3. Create a new item in Microsoft Business Central: This option automatically generates a new item entry in Microsoft Business Central when a matching product 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.