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In this section, we’ll cover:
  • Customer Sync Rules
  • Customer Default Mappings
  • Organization and Person Field Mappings
These settings help you manage how customer information is transferred and maintained, preventing duplicates and ensuring the right data is available in both systems.

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Customer Matching Rules

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Why Customer Matching Rules Matter

Prevent duplicate customers

By accurately matching Pipedrive companies and contacts to existing Xero customers, you avoid creating duplicate records in Xero.

Ensure data consistency

Matching rules help maintain consistent customer data between Pipedrive and Xero, keeping information up to date across both systems.

Streamline customer creation

When a match is not found, the app automatically creates a new customer in Xero, saving you time and effort.

Simplify customer management

Properly configured matching rules make it easier to manage customer relationships across both platforms.

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Setting Up Customer Matching Rules

1

Define Company Matching Criteria

  1. In the Pipedrive dropdown under Organisation Matching Criteria, select the company property you want to use to identify the customer (e.g., CVR).
  2. In the Xero dropdown, select the corresponding customer field (e.g., Corporate Identification Num.).
2

Define Contact Matching Criteria (Optional)

  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 Xero dropdown, select the corresponding customer field (e.g., Phone Number).
3

Choose how to handle the Customer Number

Select one of the two options below:Option 1 — Let Xero generate the customer number
  • Select Let Xero 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 Xero customer number.
4

Review and Save

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

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Why Customer Default Mappings Are Important

  • Ensure all required Xero fields are filled — these mappings provide values for fields that Xero 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.

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Setting Up Customer Default Mappings

1

Navigate to Customer Default Mappings

Go to the Customer Default Mappings section in your integration settings.
2

Review the required fields

You’ll see a list of required Xero fields: Payment Terms, Customer Group, VAT Zone, Currency, and Invoice Layout.
3

Set a default value for each field

For each field, click the dropdown menu next to the field name and select the appropriate default value from the list.
4

Save your changes

After setting your preferred defaults for all required fields, save your changes.

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Field Mappings (Company and Contact)

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Why Field Mappings Matter

  • Ensure data consistency — match the right information between Pipedrive and Xero.
  • 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.

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Setting Up Company Field Mappings

1

Navigate to Company field mappings

Go to the Company field mappings section in your integration settings.
2

Review and edit existing mappings

For each Xero field, the default Pipedrive field will be shown (if applicable). Click Edit to change the mapping or Delete to remove it.
3

Add new mappings

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.
4

Prioritize key fields and save

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.

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Setting Up Contact Field Mappings

1

Navigate to Contact field mappings

Go to the Contact field mappings section in your integration settings.
2

Map key fields and save

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.
After setting your preferred mappings, save your changes.
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