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Matching Customers and Xero Contacts
Matching Customers and Xero Contacts

Opened a new account? How do you make sure the orders will flow into Xero accurately?

Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

Before the orders from OrderEZ can flow into Xero as draft invoices, it is important to ensure that the correct Customers are matched to the correct Contacts in Xero. One of the worst nightmares of any business is sending the wrong invoice to the wrong customers and we definitely don't want that.

tl;dr - When you have a new customer

(1) Ensure the contact is created in Xero

(2) Complete the set up of the Customer on OrderEZ

(3) Navigate to the Xero integration page and match the Customer to the Xero contact

Just like what we did during the initial setup of the Xero integration under "Customer Sync", complete the set up of the Customer on OrderEZ and the contact set up in Xero, then match them in the Xero integration page.

To do so, navigate to your supplier setting page, then click on the Integrations tab and Xero.

Click on the Customers tab. On the left, you will see the names of Customers in OrderEZ. On the right, you will see the connected Xero contact.

To manually match the Customers, click on the dropdown at the right and select the Xero contact. Once ready, scroll down and click on "Save Changes".

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