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Mapping Customers

There are three ways to map your customers between Reseller Marketplace and Xero:

  • Through the subscription synchronization wizard, during subscription synchronizing.

  • Through the customer import wizard, automatically.

  • Through the Mapping screen.

 
To map your customers using the Mapping screen, complete the following steps:
  1. In your UX1 for Resellers, click Integrations.

  2. On the dashboard, click the gear icon and select Mapping.


     

  3. In the Customers tab of the Mapping screen, select a customer you want to map.

  4. Note: Select Show only unmapped to filter out only unmapped customers.

     


     

To unmap a customer, select the three-dot icon for the customer and click Unmap.

Mapping Products

There are two ways to map your products between Reseller Marketplace and Xero:

  • Through the subscription synchronization wizard, during subscription synchronizing.

  • Through the Mapping screen.

 

To map your products using the Mapping screen, complete the following steps:
  1. In your UX1 for Resellers, click Integrations.

  2. On the dashboard, click the gear icon and select Mapping.

     


     

  3. In the Products tab of the Mapping screen, select a product you want to map.

    • Note: At this step, you can also add a product to Xero by clicking Add product to Xero in the drop-down menu and configuring its parameters.

 
 
To unmap a product, select the three-dot icon for the product and click Unmap.
Also, in the Fees Mapping pane, you can map a Cancellation Fee with a product before their synchronization.

 

Keywords: Xero