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Set up Customer Sync Preferences to seamlessly synchronize customer information between Pipedrive and Xero, ensuring data consistency and avoiding duplicate entries. The integration actively searches for customers based on your defined parameters — if a match is found, that record is used; otherwise, a new customer profile is created to maintain a comprehensive database.

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Organization Matching Criteria (B2B)

Configure organization matching criteria by selecting a field in Pipedrive (e.g., Organization Name, ID, Email) that corresponds to the chosen Xero field. This ensures both platforms refer to the same organization data when syncing, maintaining consistency across systems.
Configure Organization Matching Criteria between Pipedrive and Xero fields

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People Matching Criteria — B2C Sync Activation (For Individual Customers)

Enable this only if you deal with individual contacts as well as organizations.
This feature is essential for businesses dealing directly with individual contacts that are not linked to an organization. It allows persons from Pipedrive to be seamlessly added to Xero as customers when there is no associated Organization. If this applies to your workflow, check Enable Primary Contact Sync and match similar fields — for example, name to name, email to email, or ID to ID.
Enable Primary Contact Sync and configure People Matching Criteria for B2C customers
Once you have selected your preferences, click Next to continue.
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