> ## 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 Xero to keep data consistent and accurate across both platforms.

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.

***

## Customer Matching Rules

### Why Customer Matching Rules Matter

<CardGroup cols={2}>
  <Card icon="copy" title="Prevent duplicate customers">
    By accurately matching Pipedrive companies and contacts to existing Xero customers, you avoid creating duplicate records in Xero.
  </Card>

  <Card icon="arrows-rotate" title="Ensure data consistency">
    Matching rules help maintain consistent customer data between Pipedrive and Xero, keeping information up to date across both systems.
  </Card>

  <Card icon="bolt" title="Streamline customer creation">
    When a match is not found, the app automatically creates a new customer in Xero, saving you time and effort.
  </Card>

  <Card icon="users" title="Simplify customer management">
    Properly configured matching rules make it easier to manage customer relationships across both platforms.
  </Card>
</CardGroup>

### Setting Up Customer Matching Rules

<Steps>
  <Step title="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.).
  </Step>

  <Step title="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).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## Customer Default Mappings

### 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.

### Setting Up Customer Default Mappings

<Steps>
  <Step title="Navigate to Customer Default Mappings">
    Go to the **Customer Default Mappings** section in your integration settings.
  </Step>

  <Step title="Review the required fields">
    You'll see a list of required Xero fields: **Payment Terms**, **Customer Group**, **VAT Zone**, **Currency**, and **Invoice Layout**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save your changes">
    After setting your preferred defaults for all required fields, save your changes.
  </Step>
</Steps>

***

## Field Mappings (Company and Contact)

### 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.

### Setting Up Company Field Mappings

<Steps>
  <Step title="Navigate to Company field mappings">
    Go to the **Company field mappings** section in your integration settings.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

### Setting Up Contact Field Mappings

<Steps>
  <Step title="Navigate to Contact field mappings">
    Go to the **Contact field mappings** section in your integration settings.
  </Step>

  <Step title="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

    <Note>
      Using **Full name** is preferable to mapping separate **First name** and **Last name** fields, as it ensures the complete name is transferred correctly.
    </Note>

    After setting your preferred mappings, save your changes.
  </Step>
</Steps>

***

<Tip>
  **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/)
</Tip>

<CardGroup cols={2} />