Customer

Overview

Direction: Zudello → Xero
Sync Type: Real-time
Purpose: Customer contact creation with sales-specific configurations and relationship management

Customers flow from Zudello to Xero as contacts with sales-specific configurations and relationship management for accounts receivable processing.

Field Mappings

Xero Field	Zudello Field	Data Type	Notes
Name	legal_name	String	Customer legal name
ContactNumber	code	String	Customer code
AccountNumber	code	String	Same as contact number
ContactStatus	status	String	ACTIVE/ARCHIVED based on status
CompanyNumber	tax_number	String	Tax number
TaxNumber	tax_number	String	Tax identification
AccountsReceivableTaxType	tax_rate	Relation	Default AR tax type
SalesDefaultAccountCode	accounts[0]	Relation	Default sales account

Processing Logic

Phone Numbers

The integration creates a default phone number entry for the customer in Xero.

Tracking Categories

Sales tracking categories are created to allow for detailed analysis. The Location in Zudello is used for the first tracking category, and the Subsidiary is used for the second.

Status Mapping

A customer's status in Zudello is mapped to the ContactStatus in Xero. COMPLETE and ACTIVE statuses in Zudello become ACTIVE in Xero, while all other statuses become ARCHIVED.

Default Settings

The integration sets up default accounts and tax types for sales transactions, which helps streamline the invoicing process.

Key Differences from Supplier Creation

• Sales-Specific Fields: Uses fields for accounts receivable, like AccountsReceivableTaxType and SalesDefaultAccountCode.
• No Bank Details: Bank account information is not included for customers.
• Sales Tracking: Uses sales-specific tracking categories.

Related Documentation

• Contact - Contact synchronization (Xero → Zudello)
• Account - Chart of accounts for sales account setup
• Tax Rate - Tax rate configuration for customer defaults
• Tracking Category - Location and subsidiary tracking setup
• AR Invoice - Sales invoice creation using customer
• AR Credit Note - Sales credit processing
• Supplier - Supplier creation workflow for comparison
• Overview - Integration architecture overview