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When an order syncs from WooCommerce, the integration needs to find the right customer in Xero before it can create an invoice. This step tells it how to do that search.

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Customer Matching

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You select one field from WooCommerce and one field from Xero. The integration compares the two values on every sync — if they match, the existing Xero contact is used. If no match is found, a new contact is created automatically. Which field should you choose? Email address is the most reliable option. It is unique to each customer and almost always filled in on a WooCommerce order. Matching by first name, for example, risks incorrect matches when two customers share the same name. For best results, match similar field types — email to email, name to name.
The WooCommerce field you select must not be empty on orders. If the field is blank, the integration cannot search for a match and the sync will fail.
Click Next to continue.