Import Customers and Suppliers from Xero
Customers and suppliers can be imported from Xero into Maropost Commerce using the Import Customer Settings in the Xero workflow. This will import any contacts from Xero that are set as a customer or supplier into Maropost Commerce. Ensure your Xero contacts are correctly set as either customers or suppliers to ensure smooth operation.
Tip: We recommend consulting your accountant or Xero specialist on the best way to flag contacts as Suppliers in Xero as part of your business processes.
These setting will import both customers and suppliers. You can turn either of the above imports off in the Xero > Tasks menu. Click on either the Import customer from Xero or Import Suppliers from Xero task IDs, and change their status to Inactive.
Important: Individual contacts or suppliers can’t be excluded from the import, and will be re-imported if deleted from Maropost Commerce.
Customer Matching
Maropost Commerce will match your Xero customers to existing Maropost Commerce customers in one of two ways:
| Maropost Commerce field(s) | Xero field(s) |
|---|
| Email address | Email address |
| Company Name, First Name and Last Name | Contact Name, First Name and Last Name |
Supplier Matching
Suppliers match differently to customers. In Xero, the contact name of the supplier must match the supplier’s Company field in Maropost Commerce.
When you have a Xero contact that is both a supplier and customer extra steps need to be taken to ensure smooth operation. In these cases, update the customer in Maropost Commerce so that the username matches the supplier ID.
