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Customer Rules
Tip
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.
Feel free to click Get Guided Installation if you require assistance from Cloudify experts regarding the installation steps
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.
Got unique integration needs?
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.