> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.
# Customer Settings
> Configure how customer information is matched, created, and updated between Pipedrive and e-conomic to keep data consistent and accurate across both platforms.
Customer Settings are the foundation of your integration, defining how customer information is matched, created, and updated between Pipedrive and e-conomic. Proper configuration here ensures that your customer data remains consistent and accurate across both platforms.
In this section, we'll cover:
* **Customer Matching Rules**
* **Customer Default Mappings**
* **Organization / Person Field Mappings**
These settings help you manage how customer information is transferred and maintained, preventing duplicates and ensuring the right data is always available where you need it.
***
## Customer Matching Rules
### Why Customer Matching Rules Matter
By accurately matching Pipedrive companies and contacts to existing e-conomic customers, you avoid creating duplicate records in e-conomic.
Matching rules help maintain consistent customer data between both systems, keeping information up to date across platforms.
When a match is not found, the app automatically creates a new customer in e-conomic, saving you time and effort.
Properly configured matching rules make it easier to manage customer relationships across both platforms.
### Setting Up Customer Matching Rules
1. In the **Pipedrive** dropdown under **Company Matching Criteria**, select the company property you want to use to identify the customer (e.g., CVR).
2. In the **e-conomic** dropdown, select the corresponding customer field (e.g., Corporate Identification Num.).
1. Check the box labelled **Enable Primary Contact Sync**.
2. In the **Pipedrive** dropdown under **Contact Matching Criteria**, select the contact property you want to use to identify the customer (e.g., Phone Number).
3. In the **e-conomic** dropdown, select the corresponding customer field (e.g., Phone Number).
Select one of the two options below:
**Option 1 — Let e-conomic generate the customer number**
* Select **Let e-conomic create customer number**.
* Choose whether to store the generated number in a Pipedrive property.
**Option 2 — Use a number from Pipedrive**
* Select **Use customer number from Pipedrive**.
* Select the Pipedrive property that contains the number you want to use as the e-conomic customer number.
Carefully review your settings to ensure they align with your business requirements. If everything looks correct, click **Save** to apply your changes.
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## Customer Default Mappings
**Why Customer Default Mappings Are Important**
* **Ensure all required e-conomic fields are filled** — these mappings provide values for fields that e-conomic requires when creating a new customer.
* **Streamline customer creation** — by setting defaults, you reduce manual data entry and potential errors.
* **Maintain consistency** — all new customers will have the same baseline settings unless overridden by Pipedrive data.
### Setting Up Customer Default Mappings
Go to the **Customer Default Mappings** section in your integration settings.
You'll see a list of required e-conomic fields: **Payment Terms**, **Customer Group**, **VAT Zone**, **Currency**, and **Invoice Layout**.
For each field, click the dropdown menu next to the field name and select the appropriate default value from the list.
After setting your preferred defaults for all required fields, save your changes.
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## Field Mappings (Organization and Person)
**Why Field Mappings Matter**
* **Ensure data consistency** — match the right information between Pipedrive and e-conomic.
* **Customize for your needs** — adapt the integration to fit your unique business processes.
* **Save time** — automate the transfer of customer data, reducing manual entry.
* **Improve data quality** — the more fields you map, the more comprehensive your customer profiles will be in both systems.
### Setting Up Organization Field Mappings
Go to the **Company field mappings** section in your integration settings.
For each e-conomic field, the default Pipedrive field will be shown (if applicable). Click **Edit** to change the mapping or **Delete** to remove it.
To add a new mapping, use the search bar to find specific fields quickly. If a field doesn't exist in Pipedrive, click **Create Property** to add a new custom property.
Key fields to prioritize include:
* **Customer Name** *(mandatory)*
* CVR Number (or equivalent business identifier)
* Email
* Phone Number
* Address
After setting your preferred mappings, save your changes.
### Setting Up Person Field Mappings
Go to the **Contact field mappings** section in your integration settings.
Follow the same process as for Company field mappings, paying special attention to these key fields:
* **Customer Name** — map this to the Pipedrive **Full name** field.
* Email
* Phone Number
* Address
Using **Full name** is preferable to mapping separate **First name** and **Last name** fields, as it ensures the complete name is transferred correctly.
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**Got unique integration needs?** Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. [Learn more about Advanced Integration Settings](https://custom.cloudify.biz/)