Feature to use default product if no match is found
Overview:
Previously, when our app synced data from Shopify to Xero and couldn't find a matching product, it would automatically create a new product in Xero. We've now enhanced this functionality to offer greater flexibility. Instead of always creating a new item, the app can now use a default product assigned by the store whenever a matching product is not found.
How it works:
When syncing orders from Shopify to Xero, the app matches each product with an item in Xero. Click here to learn more about the product matching criteria. If no match is found, it previously created a new item—helpful for some, but not ideal for stores that want to avoid cluttering Xero with unmatched products.
To address this, we've added a feature that lets you assign a default product. If a Shopify product doesn't match any existing item, the app will use the default product instead of creating a new one.
Let’s understand this with the example:
- Without Feature:
Shopify Order
Matching In Xero
Result
Product A
Yes
Mapped to Product A
Product B
No
New item created in Xero
- With Feature:
Shopify Order
Matching In Xero
Result
Product A
Yes
Mapped to Product A
Product B
No
Mapped to Default Product
This is an optional feature. By default, the app will automatically create a new product in Xero when no matching item is found.
If you'd prefer to use a default product instead, please contact our support team. They will enable this feature for your store.
Once the feature is enabled, the product matching criteria will be locked to ensure consistency. You can see the default product selected in the product name field as shown below:
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