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The Customer tab controls how Shopify customer data flows into Xero. There are three sections to configure: Sync Rules, Default Mappings, and Customer Field Mappings.

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Sync Rules

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How do you want to match your customers?

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When a Shopify order comes in, the integration needs to find the right Xero contact. You configure this by choosing which Shopify field to match against which Xero field. Select the most reliable field for identifying your customers. Choose something that’s always filled out and unique to each customer — email addresses work well for most businesses.
Ensure selected Shopify fields are not empty to avoid triggering errors. If a customer’s field is blank in Shopify, the match will fail.

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POS Default Customer

Use a Default Customer for Point of Sale (POS) Order
If a Shopify POS order has no customer associated, the integration creates a customer named “POS Customer – Cloudify” in Xero. This customer is then assigned to all invoices created for POS orders where no customer is present.
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Enable this if you process POS sales where customers don’t provide their details.

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Default Mappings

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What are your default settings for new customers?

When the integration creates a new customer in Xero from Shopify data, it uses these defaults to fill in key fields:

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Country Specific Sales Account

If you sell to multiple countries and want to post revenue to different Xero sales accounts based on the customer’s country, enable this option. Once enabled, select the countries you want to configure and assign a specific sales account for each one.
This is useful if you need to separate domestic vs. international revenue in your Xero reporting.

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Customer Field Mappings

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How should customer data fields be mapped?

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This section controls exactly which Shopify customer fields map to which Xero contact fields. It determines how customer information is transferred when creating a new contact or updating an existing one in Xero.
Some common fields are pre-mapped for your convenience. To update a mapped field, click on the box and select your preferred Shopify field. You can remove an existing mapping by clicking the “Clear” button.
Field mappings are organized into three tabs:

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General

Core contact details like name, email, and phone.

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Billing Address

Maps the customer’s Shopify billing address fields to the corresponding Xero contact address fields.

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Delivery Address

Maps the customer’s Shopify shipping/delivery address fields to the corresponding Xero contact address fields.
You can also create custom Shopify fields using the “Create new Shopify field” button if your store captures data that doesn’t map to a standard field (e.g. a company registration number or VAT ID).
Click Save when you’re done configuring your field mappings.