Customer Rules

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Customer Rules

Table of Content

Table of Content

Customer Matching Rules

Which unique field identifies your customers?

In this step, you'll configure how the integration identifies existing customers and handles new customer data from Shopify. Choose a unique field, like email or VAT number, to prevent duplicates. A new customer is created only when the customer is not found in Xero by the defined search parameter.

Note

If an exact match is not found using the selected fields, the integration will automatically create a new customer record in Xero using the information from the Shopify order.

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