By default, MyWorks will sync each WooCommerce order to its corresponding Xero customer: searching Xero for a matching customer by name or email, and creating a new customer in Xero if a match isn't found.

However, it's also possible to instead sync some, or all WooCommerce orders to a single Xero customer, or, to separate Xero customers if you use custom WooCommerce user roles!

This can be helpful in the below scenarios, for example:

• Your customers generally order only one time, and you don't want to create a separate customer for them in Xero, as there likely won't be future customer history for them.
• Your Xero customer list is already quite big, and you don't want new customers added to continue to grow this list.   
• Some or all of your WooCommerce orders contain no customer information (for example, WooCommerce POS orders) - so they need to sync to a single Xero customer.  

Setting up

This can be easily enabled in MyWorks Sync > Settings > Order in your WooCommerce Admin. 

1. Enable the setting to Sync WooCommerce Orders to one Xero Customer.
2. In the area that appears below, you'll see either one option, or multiple, if you have custom user roles created for your WooCommerce customers.
3. Choose the desired Xero customer that orders in each WooCommerce user role should sync to. 
   1. Choose “Individual” if orders should sync to a matching Xero customer by name or email.
   2. Or, choose one of the specific Xero customers in the list to sync all orders from a specific WooCommerce user role into a single Xero customer. 

Example

In the below example, orders from those in the “Shop Manager” WooCommerce user role are syncing to a single QuickBooks customer named “Backend Login”.  And all the other WooCommerce User roles are syncing to their own individual customers in Xero (based on a matching email or name).