> ## 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

<Steps>
  <Step>
    Click the **"Customer Sync Rules"** tab.
  </Step>

  <Step>
    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.

    <Note>
      To prevent duplicate customer entries in e-conomic, the application checks if a Salesforce customer already exists in e-conomic before creating a new one.
    </Note>

    <Frame>
      ![Customer Sync Rules](https://framerusercontent.com/images/x865pUlZ5XHjWP5FVwufX4SipPI.png)
    </Frame>
  </Step>

  <Step>
    Select one of two options for handling the customer number when a customer is created in e-conomic:

    * **Let e-conomic create a customer number** — Select the corresponding Salesforce field where you'd like to store this value. You also have the option to not store it in Salesforce at all.
    * **Take customer number from Salesforce** — Choose the specific field within Salesforce that contains the desired customer number to be synchronized with e-conomic.

    <Frame>
      ![Customer Sync Rules](https://framerusercontent.com/images/b2RaRKDVDq4h1rVcsgODJlZ0iQ.png)
    </Frame>
  </Step>
</Steps>