> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer and Contact Sync

> Customer and Contact Sync - Pipeline knowledge base.

## 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.

1. Open the contact creation modal
2. Fill in the required fields (Company Name is required)
3. Click **Create in Xero & Link**
4. 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