> ## 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 

> Configure how Shopify customers are matched, created, and mapped to Xero contacts.

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**.

***

## Sync Rules

### How do you want to match your customers?

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  <img src="https://mintcdn.com/cloudify-c7720744/7p9oX4F7tu_6fQvB/images/image-636.png?fit=max&auto=format&n=7p9oX4F7tu_6fQvB&q=85&s=1c27a326a9966340c8b8f7ae72623319" alt="Image" width="730" height="381" data-path="images/image-636.png" />
</Frame>

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**.

| Shopify Field | Xero Field   |
| ------------- | ------------ |
| Customer Name | Contact Name |

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.

<Warning>
  Ensure selected Shopify fields are not empty to avoid triggering errors. If a customer's field is blank in Shopify, the match will fail.
</Warning>

### POS Default Customer

<Check>
  **Use a Default Customer for Point of Sale (POS) Order**
</Check>

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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  <img src="https://mintcdn.com/cloudify-c7720744/7p9oX4F7tu_6fQvB/images/image-637.png?fit=max&auto=format&n=7p9oX4F7tu_6fQvB&q=85&s=7ce02042e56c569286462229ca73a3ed" alt="Image" width="769" height="355" data-path="images/image-637.png" />
</Frame>

Enable this if you process POS sales where customers don't provide their details.

***

## Default Mappings

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  <img src="https://mintcdn.com/cloudify-c7720744/7p9oX4F7tu_6fQvB/images/image-639.png?fit=max&auto=format&n=7p9oX4F7tu_6fQvB&q=85&s=c97b8c41313782892aad6fea681d1ef8" alt="Image" width="717" height="531" data-path="images/image-639.png" />
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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:

| Setting                       | What It Does                                                      | Example                     |
| ----------------------------- | ----------------------------------------------------------------- | --------------------------- |
| **Select currency**           | Currency for financial transactions                               | United States Dollar        |
| **Select branding theme**     | Theme for invoice and quote presentation in Xero                  | Standard                    |
| **Select invoice due date**   | Number of days after the invoice date before it's considered due  | Days after the invoice date |
| **Select sales account**      | Accounting ledger account used for recording sales transactions   | 4000 – Sale of Goods        |
| **Sales default amounts are** | Whether sales amounts are tax-inclusive, tax-exclusive, or no tax | Tax inclusive               |

### 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.

<Tip>
  This is useful if you need to separate domestic vs. international revenue in your Xero reporting.
</Tip>

***

## Customer Field Mappings

### How should customer data fields be mapped?

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  <img src="https://mintcdn.com/cloudify-c7720744/7p9oX4F7tu_6fQvB/images/image-640.png?fit=max&auto=format&n=7p9oX4F7tu_6fQvB&q=85&s=27301fdd9868e3609255b5383848a1d2" alt="Image" width="763" height="784" data-path="images/image-640.png" />
</Frame>

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.

<Info>
  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.
</Info>

Field mappings are organized into three tabs:

### General

Core contact details like name, email, and phone.

| Xero Field                  | Shopify Field  | Status |
| --------------------------- | -------------- | ------ |
| **Contact name** (Required) | Customer Name  | Mapped |
| **Email**                   | Customer Email | Mapped |
| **Phone number**            | Phone number   | Mapped |

### Billing Address

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

### Delivery Address

Maps the customer's Shopify shipping/delivery address fields to the corresponding Xero contact address fields.

<Tip>
  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).
</Tip>

Click **Save** when you're done configuring your field mappings.