Mapping a Shopify customer to a specific Xero customer

In specific cases, especially for B2B or wholesale, you may choose to map a specific Shopify customer to a specific Xero customer that already exists in Xero.

You can switch this setting in Setup - Advanced on the Post to Xero app.

Once it is on, tag the customer in Shopify with their Xero contact ID.

1. To do so, you will need the Xero customer ID. You can get this from the customer URL in Xero. It a unique long identifier used by Xero to uniquely identify the customer in Xero. In the example screenshot below, the identifier is: f5fb03fe-a962-4f22-84ad-b55c6a33b57a  

2. Copy that and paste it into the Shopify customer.

Hit Save that in Shopify, to save that new tag.

From then on, every order from that customer posts to Xero against the contact you specified. This applies to orders placed after the tag is added — orders already in Xero keep the contact they were posted with.