> ## 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

> Configure how Stripe customers are matched to e-conomic customers, how customer numbers are handled, and how customer data is mapped.

Use these settings to control how Stripe customers are identified, created, and mapped in e-conomic.

## Customer Sync Settings

### How Do You Want To Match Your Customers?

Select the fields to use for customer identification between Stripe and e-conomic.

The sync process works like this:

1. The system searches for the customer in e-conomic using your chosen fields
2. If the customer is found, that record is used for the sync
3. If the customer is not found, a new customer is created in e-conomic

<Frame>
  ![Customer Match Settings](https://framerusercontent.com/images/zglUZE1nQWbZIFAqIeHRPjnoCE.png)
</Frame>

<Note>
  Choose unique identifiers such as email or customer number for the most reliable matching. Also make sure the selected Stripe field is not empty to avoid triggering errors.
</Note>

## Customer Number Handling

Choose how customer numbers should be managed.

You can choose between:

* Let e-conomic create the customer number
* Use the customer number from Stripe

<Frame>
  ![Customer Number Preference](https://framerusercontent.com/images/MdFPXT0viM0Wd979I5avhPUttY.png)
</Frame>

If you let e-conomic create the number, you can also decide which Stripe field should store that generated e-conomic customer number, or choose not to store it anywhere.

<Frame>
  ![Where To Store The Generated Customer Number](https://framerusercontent.com/images/cFtnrP841X93nlyCfUK6WGROrL4.png)
</Frame>

<Note>
  Letting e-conomic create the customer number is the recommended option because it helps keep customer numbers unique inside e-conomic.
</Note>

## Default Settings For New Customers

Use the **Customer default mappings** tab to define the default values used when a new customer is created in e-conomic from Stripe data.

This includes:

* Payment Terms
* Customer Group
* VAT Zone
* Currency
* Invoice Layout

<Frame>
  ![Customer Default Mappings](https://framerusercontent.com/images/6MAOzaj1ZlF6PcbdseEfssm48.png)
</Frame>

## Customer Field Mappings

Use the **Customer field mappings** tab to define how Stripe customer fields should map to e-conomic customer fields.

Some common fields are already pre-mapped for convenience.

To update mappings:

1. Click **Edit** on the row you want to update
2. Choose the preferred Stripe field
3. Repeat for any other fields you want to change
4. Click **Save Mappings**

<Frame>
  ![Customer Field Mappings](https://framerusercontent.com/images/h847Xs2grbbTDjd4FreOwcCgkB4.png)
</Frame>

<Note>
  Match similar field types wherever possible, such as email to email or address to address, to improve data accuracy.
</Note>

<Card title="Need Something More Advanced?" href="https://custom.cloudify.biz" cta="Advanced Integration Settings" arrow={true}>
  Cloudify can help with tailored integrations, specialised data mappings, and workflow automations.
</Card>