Setting Up Customer Sync Preferences
Customer Search Field
Define how customer data is synchronized between Shopify and Xero. 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 Fortnox by the defined search parameter.
Xero Customer Number Sync
Decide if Xeroshould automatically generate a customer number or if it should take the number from Shopify.
a) Let Xero create the customer number
The customer number will be created in Xero. Select the Shopify field to store the Xerocustomer number or select Do not add it anywhere if you don’t want to store this number
b) Take the Xero customer number from Shopify
The customer number is taken from Shopify. Select the Shopify field, which has the customer number or select Do not add it anywhere if you don’t want to add this number. Click "Next".
Customer Default Mappings
Set default values for Payment Terms, Currency, Price List, Delivery Ways, Delivery Terms, VAT Types and Languages. These default values apply when new customers are created in Xero.
Customer Field Mappings
Customize the data transfer from Shopify to Xero to ensure accurate synchronization when a new customer is being created in Xero from Shopify. Some fields are mapped by default.
Click "Create new Shopify property" if you want to add any new mapping fields to the window.
