Customers & contacts

Every invoice needs a customer. Xaldro finds it by email address and creates it only when there is none.

Matched by email

When an order posts, Xaldro looks up the customer by email address in your accounting system:

• Xero: finds the contact with that email. If one exists, the invoice goes to it. If not, a new contact is created with the customer's name and email.
• QuickBooks: finds the customer whose primary email matches. If one exists, it is reused. If not, a new customer is created.

So a repeat buyer who checks out with the same email lands on the same contact every time.

What the contact looks like

• Name: the name from the Webflow order. If the order has no name, the email is used as the name.
• Email: the order's email, which is also the match key.

Xaldro creates a contact with a name and email only. It does not change an existing contact's address, phone, tax number or other fields.

If the customer already exists

If a customer already exists in your books under the same email, Xaldro attaches invoices to that record rather than creating a second one.

Name clashes

Xero and QuickBooks both require unique names, and they handle a new buyer whose name is already taken differently:

• Xero: Xaldro creates a new contact named "Name (email)", for example Jane Doe (jane@example.com).
• QuickBooks: Xaldro reuses the existing customer with that name, even though its email differs. Two different buyers with the same name can therefore share one QuickBooks customer.

Other cases

• Same person, two emails: a buyer who checks out with two email addresses becomes two contacts. Merge them in Xero or QuickBooks if you want them combined.
• No email on the order: the order is not held. It posts to one shared contact whose email is no-email@xaldro.invalid, and every later order without an email posts to the same contact. The contact takes the name of the first such order; rename it in your ledger if you like.
• QuickBooks and foreign currencies: QuickBooks fixes a customer's currency. With multicurrency on, a buyer who already has a customer in another currency gets a second one with the currency in its name, for example Jane Doe (EUR). See Currencies.

Uninstalling Xaldro does not delete your contacts or invoices; they are records in your own Xero or QuickBooks.