Xero Customer Mapping

If you want to start using Chargebee with Xero, or have been using Xero and have existing invoices, migrate the customers to Chargebee and map them to avoid creating duplicates 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:

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 manually imported invoices into Xero from Chargebee, Chargebee customers would have been created in Xero. Once you start the sync, this may create duplicates in Xero. To avoid duplicates, you can map the customers between Xero and Chargebee. Here's how:

Step 1: Download customer mapping file

You can initiate the customer mapping process after connecting your Xero organization to Chargebee. Chargebee will prompt you to map customer records if it finds pre-existing invoices in Xero.

Download the file containing customer information from Chargebee and Xero. Chargebee automatically matches customers and shows the equivalent if 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

Review the customer details in the mapping file and view customers that match or don't match. If 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 want to map with the one in Xero

Step 3: Upload updated Customer mapping file

Once reviewed, upload the updated customer mapping file. Chargebee will map the customers in Xero and Chargebee as matched in the file. When sync runs, existing customers in Xero will not be created.

Ignore Mapping

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

FAQ

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