Customer and Contact Sync
Pipeline synchronises customer records with Xero contacts so your accounting and job management systems share the same customer data.What Gets Synced
The following customer fields are synchronised:- Company name / display name
- Email address
- Phone number
- Website
- City and postal address
- Customer reference (stored as Xero’s Account Number)
Sync Direction
Pipeline to Xero: When you create or update a customer in Pipeline, the corresponding Xero contact is automatically created or updated. Pipeline’s customer reference is stored in Xero’s “Account Number” field for matching. Xero to Pipeline: When a contact is updated in Xero, Pipeline receives a webhook notification and refreshes the local record.Creating Xero Contacts from Admin
Administrators can create new Xero contacts directly from the Pipeline admin panel:Screenshot: The “Create Xero Contact” modal showing fields for Company Name, First Name, Last Name, Email, Phone, Website, City, and Postal Address, with the “Create in Xero & Link” button.
- Open the contact creation modal
- Fill in the required fields (Company Name is required)
- Click Create in Xero & Link
- The contact is created in Xero and linked to the Pipeline record
Limitations
- Contact management is primarily driven from Pipeline
- Deleting a contact in Pipeline archives it in Xero (Xero does not support true contact deletion)
- Contacts are matched using the Xero Contact ID — once linked, the relationship is maintained automatically