Matching settings
Stored server-side and applied by the matching engine.
Settings
Connection and matching
Adjust matching thresholds, validate the Xero connection, and manage company and SKU mappings.
Xero connection
Secrets and tokens stay in the backend — only safe status is shown here.
Connection type
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Configured
false
Connected
false
Scopes
Xero contact sync
Sync Xero contact names to improve company matching and autocomplete suggestions in the mapping workflow.
Recurring invoice cache
Sync Xero repeating invoice templates. Used as fallback only for unresolved supplier rows — reports work without this data.
Required supplier columns
Mapping workflows
Map companies first, then manage SKU translation rules.
Map Companies
Work through company-only PAX8 to Xero matches inline. Unmatched companies appear first, then the strongest remaining suggestions.
Audit month
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PAX8 companies
0
Xero companies
0
This pass compares PAX8 companies to Xero companies only. SKU logic stays out of the way here so operators can confirm company mappings quickly.
| PAX8 company | Xero matched, suggested, or unmatched company |
|---|---|
| Loading company mapping review rows... | |
Map SKUs
Manage detailed company and SKU translation rules after the company match is known. Use live lookup suggestions to pick the right item pair before saving the mapping.
Known examples already expected in the seeded backend data:
- Access all Trade Services -> Access All Trade Services
- MST-NCE-104-C100 -> SW-MS-O365-BS
- MST-NCE-179-C100 -> SW-MS-O365-EOP1
Saved mappings
Review active and inactive backend mappings, update bad values, or deactivate rules that should no longer apply.
| PAX8 company | Xero company | PAX8 SKU | Xero SKU | PAX8 description | Xero description | Notes | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| Loading company and SKU mappings... | ||||||||