Product Sync Configuration

Configure how products sync between HubSpot and QuickBooks.

Accessing Settings

  1. Go to Settings in the sidebar
  2. Click Sync
  3. Select the Products tab

Configuration Options

Enable Product Sync

Toggle this setting to turn product sync on or off.

  • On - Products will sync automatically when created or updated
  • Off - No products will sync (existing sync history is preserved)

Sync Direction (Source of Truth)

Choose which system is authoritative for product data:

HubSpot to QuickBooks

  • Products created or updated in HubSpot sync to QuickBooks
  • HubSpot is the source of truth
  • Best for: Sales teams who manage products in HubSpot CRM

QuickBooks to HubSpot

  • Items created or updated in QuickBooks sync to HubSpot
  • QuickBooks is the source of truth
  • Best for: Accounting teams who manage inventory in QuickBooks

Important: Only one direction is active. Changing direction affects future syncs, not existing products.

Field Mappings

Field mappings control how product data translates between systems.

Accessing Field Mappings

  1. Click Manage Mappings in the Products tab
  2. View existing mappings
  3. Add, edit, or remove mappings as needed

Default Mappings When you first enable product sync, default mappings are created:

  • Name to Name
  • SKU to SKU
  • Price to Unit Price
  • Description to Description

Adding Custom Mappings

  1. Click Add Mapping
  2. Select the HubSpot property
  3. Select the corresponding QuickBooks field
  4. Choose a transform type (Direct, Uppercase, etc.)
  5. Save the mapping

Transform Types

  • Direct - Copy value as-is
  • Uppercase - Convert to uppercase
  • Lowercase - Convert to lowercase
  • Currency - Format as currency value

Trigger Full Sync

Use this to sync all existing products at once:

  1. Ensure product sync is enabled and configured
  2. Click Start Full Sync
  3. All products from the source system are queued for syncing
  4. Monitor progress in Data then Products

When to use full sync:

  • Initial setup (sync existing product catalog)
  • After making field mapping changes
  • To catch up after connection issues

Saving Your Configuration

After making changes:

  1. Click Save Configuration for enable/direction settings
  2. Field mapping changes save automatically
  3. A confirmation message appears when saved

Configuration Tips

Starting Out

  1. Enable product sync first (before invoice sync)
  2. Start with default field mappings
  3. Run a full sync to populate both systems
  4. Then enable invoice sync

Recommended Settings

  • Choose the system where products are primarily managed as source of truth
  • Keep default mappings unless you have specific requirements
  • Run full sync during off-hours for large catalogs

Before Changing Direction

If you need to change sync direction:

  1. Note that existing products won't be affected
  2. Future changes will flow in the new direction
  3. Consider running a full sync after changing