> ## 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 Sync Rules

## Customer Sync Rules

* Click the "Customer Sync Rules" tab.

* Define the preferences for finding customers in Visma e-conomic. The application will synchronize companies between Salesforce and e-conomic based on your chosen preferences. In order to prevent duplicate customer entries in e-conomic, our application checks if a Salesforce Customer already exists in e-conomic before creating a new one.

  <Frame>
    <img src="https://mintcdn.com/cloudify-c7720744/lGXfg-sRr29fzWtD/images/image-471.png?fit=max&auto=format&n=lGXfg-sRr29fzWtD&q=85&s=728d03706965e00ecf5de7a3159e2f1e" alt="Image" width="1919" height="940" data-path="images/image-471.png" />
  </Frame>

* Select one of two options for handling the customer number when a customer is created in e-conomic: There are two options available, which are:

* **Let e-conomic create a customer number**: If you select this option, select the corresponding Salesforce field where you'd like to store this value. You also have the option to decide not to store it within Salesforce.

* **Take customer number from Salesforce:** If you select this option, choose the specific field within Salesforce that contains the desired customer number to be synchronized with e-conomic.

  <Frame>
    <img src="https://mintcdn.com/cloudify-c7720744/lGXfg-sRr29fzWtD/images/image-472.png?fit=max&auto=format&n=lGXfg-sRr29fzWtD&q=85&s=2051d9527c37a7c1161fc584e4a5bf48" alt="Image" width="1919" height="938" data-path="images/image-472.png" />
  </Frame>
