Customer Sync Settings

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Customer Sync Settings

Table of Content

Table of Content

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 Xero by the defined search parameter.

Customer Default Mappings

Set default values for Currency, Branding theme Invoice due date, Sales account, Invoice due date and Sales default amounts. 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 field" if you want to add any new mapping fields to the window. 

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

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Setting Up Customer Sync Preferences

Customer Default Mappings

Customer Field Mappings

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