☝ Looking to obtain contact IDs for all your customers at once? Head to the Xero integration page in the Sellar app and click ‘export’ to download a CSV file of your customer list, which includes the contact ID for each customer. Note: you must have connected and authorised Xero before you can export your customer list.
In order for Sellar to successfully identify your customers in Xero when creating invoices via our integration, Sellar needs to know the Xero ‘Contact ID’.
You can find this by going to a specific contact in Xero and looking at your web browser’s address bar. The long string of characters and numbers after /Contacts/View/ is your customer’s Contact ID. You’ll need to copy and paste this into Sellar. (Unfortunately, at time of writing, Xero doesn’t provide an easier way to obtain these IDs.)
So the contact ID in the URL below is: ed08db9b-c943-4c87-a830-105cf4d8ab69
https://go.xero.com/Contacts/View/ed08db9b-c943-4c87-a830-105cf4d8ab69
With the contact ID copied, head over to Sellar and navigate to the customer’s page. In the ‘Contacts & Info’ tab, scroll to the ‘Customer mapping’ section. If you have already connected your Xero account, you should see a field called ‘Xero Contact ID’ and a button to ‘Edit’. Click this button, and you’ll be prompted to enter the ID. Paste this into the ‘Identifier’ field and click ‘Update’.
From here on, Sellar will use this contact ID to query your contact list in Xero and ensure any invoices that get created are linked to the correct customer.
☝ Sellar will still create an invoice for an order even if the customer doesn’t have their Xero contact ID pasted in the appropriate place. In the absence of a contact ID, Sellar will search your contact list by business name. Should an exact match be found, Sellar will link these customers. If Sellar cannot find any matches, a new customer will be created using the details on the order.
It is best not to rely on matching a business name between Sellar and Xero. Buyers on Sellar often use their venue or trading name. If this differs from their company name (which you may have defined as the business name for the contact in Xero), a match wouldn’t be possible.