Xero Customer Mapping

If you would like to start using Chargebee with Xero, or have been using Xero and have invoices present, it might be a good idea to migrate the customers to Chargebee and map them to avoid duplicates from being created during sync.

This document will walk you through the process of migrating and mapping the customer records.

If your Chargebee site has the accounting hierarchy feature enabled, then listed below are the expected outcomes:

Invoiced To	Bill Payment By	Expected behavior
PARENT	PARENT	Sync Invoices, Credit notes, payments and refunds.
CHILD	CHILD	Sync Invoices, Credit notes, payments and refunds.
CHILD	PARENT	Sync invoices and adjustable credit notes. Do not sync Payments, refunds, and refundable credit notes. Note: The invoice will always be in a payment due status.

Migrate customers from Xero to Chargebee

If you are connecting a brand new Chargebee site or an existing Chargebee site, to your Xero organization which has customers and invoices already created, you can migrate the customers into Chargebee. For information on how to migrate your customers to Chargebee, check our migration documentation.

Customer Mapping

If you have manually imported invoices into Xero from Chargebee, the customers present in Chargebee would have been created in Xero. So, once you start the sync, there is a probability of creating duplicates in Xero. To avoid duplicates, you can map the customers between Xero and Chargebee, here's how:

Step 1: Download customer mapping file

The customer mapping process can be initiated after connecting your Xero organization to Chargebee. Chargebee will ask you to map customer records if it finds pre-existing invoices in Xero.

Download the file containing customer information from Chargebee and Xero. Chargebee will automatically match the customers and show the equivalent if the customers have the following:

• Customers have the same Email address
• Customers have the same Company Name
• Customers have the same First name + Last name

Step 2: Update the mapping file

You can review the details of the customers in the mapping file and view customers which match or not. If the customers don't match, you can update the mapping in the file. Reviewing the file gives you the opportunity to:

• Confirm that there are no false matches
• Manually match customers that don't have a match in Chargebee
• If customer information from Xero matches with more than one customer from Chargebee, decide which Chargebee customer you would like to map with the one in Xero.

Step 3: Upload updated Customer mapping file

Once reviewed, you can upload the updated customer mapping file. The customers in Xero and Chargebee as matched in the file, will be mapped in Chargebee. When sync runs, customers already present in Xero will not be created.

Ignore Mapping

In case you want to skip the mapping step, you can choose to Ignore and proceed. Later during the sync, if Chargebee finds duplicates, the customers will be created with a suffix, such as, XYZ Company_2'. Chargebee will check for duplicates based on Customer display name in Xero.

FAQ

1. Are UTF-8 characters supported in customer email field? No, Xero does not support UTF-8 encoding for the customer email field.