Manage Customer Mappings

Xero Sync allows you to manage customer mappings between your Shopify store and your Xero account.

This article shows you how you can edit, create, and delete customer mappings.

Functionality

Customer mappings connect customer data in Shopify to the corresponding customer data in Xero. When an order is exported over that contains a customer that is not yet mapped to a customer in Xero, a new customer is created in your Xero account.

Xero Sync offers two different ways to create customers in your Xero account when orders are exported over:

• Export customers to Xero - This exports all your customer data attached to the Shopify order to Xero.
• Do not export customers to Xero… - This creates a single Shopify customer, noted in Xero under Shopify Customer - [your-store-name].

This setting can be changed in Xero Sync under Settings > Customer export settings.

The customer mapping tool can be used to create a new mapping, edit an existing mapping, or delete an existing mapping.

Edit existing mapping

If you notice that a customer from Shopify is not mapped to the correct customer in Xero, you can edit the existing mapping to correct this. 

To edit an existing mapping, please follow the steps below.

1. Open Xero Sync.
2. Click Manage mappings on the homepage or Mappings on the left navigation bar.
3. Click the Customers tab.

   

4. Use the filters at the top of the page to locate a customer mapping, then click Search.

   

5. Click the ellipsis next to a customer mapping, then click Edit.

   

6. Enter the title of the customer from your Xero account you would like to map, then click the magnifying glass.

   

7. Choose a customer in the dropdown results, then click Save.

Create new mapping

If you want to map customers before performing an export, then you can create a new mapping in Xero Sync. 

To create a new customer mapping, please follow the steps below.

1. Open Xero Sync.
2. Click Manage mappings on the homepage or Mappings on the left navigation bar.
3. Click the Customers tab.

   

4. Enable Search customers by Shopify name, address, email, phone in the filters section.

   

5. Enter the customer’s name, address, email address or phone number, then click Search.

   Note: When searching by phone number, do not include special characters.

6. Click the ellipsis next to the unmapped customer, then click New.

   

7. Enter the title of the customer from your Xero account you would like to map, then click the magnifying glass.

   

8. Choose a customer in the dropdown results, then click Save.

Delete mapping

You do not need to delete a customer mapping in order to update/edit it. However, if a customer shares a mapping with another customer, you may want to delete the mapping and have Xero Sync create a new customer in your Xero account the next time that the customer is exported with an order.

If you’d like to delete a customer mapping, you can follow the steps below.

1. Open Xero Sync.
2. Click Manage mappings on the homepage or Mappings on the left navigation bar.
3. Click the Customers tab.

   

4. Use the filters at the top of the page to locate a customer mapping, then click Search.

   

5. Click the ellipsis next to a customer mapping, then click Delete.