Improved customer matching between Sellar and accountancy integrations
We've updated our integrations with Xero, Quickbooks and FreeAgent to more reliably match customers and create invoices.
Whenever you confirm an order from an existing customer on Sellar, we'll use that customer's corresponding identifier from the respective accountancy software package you're using. This will ensure we avoid creating duplicate customer contacts should business names not quite match exactly.
If you have an integration currently active, we've already attempted to sync identifiers with Sellar for as many of your existing customers as possible. So from here, for each of these customers, we'll have a stable way to identify and correctly assign invoices.
But what about new customers ordering with you for the first time in Sellar; and who aren't setup in your accountancy software yet? No problem. We'll use the details they've provided on Sellar and create a new customer contact - syncing their unique identifier back to Sellar.
For instances where you may need to manually enter your customer's identifier into Sellar, we've created these quick guides for doing just that. These will show you where and how to access the identifier field in Sellar.
