When customers are imported from Xero into Commusoft, they are assigned a designation (a customer, a private company, etc.) depending on how their information is stored within Xero itself.
When a customer is stored with the 'Contact name' section filled in as well as both their first and last names, they will be imported to Commusoft as a private customer. Without this information, however, they will be imported as a company instead.
The following tables should help clarify things. They show the list of the fields listed in Commusoft and the corresponding ones in Xero:
For a New Private Customer:
Name | If the 'Contact Name' is populated but the Primary person is not then it creates in Commusoft as a Private customer. |
Surname | |
Landline | Phone |
Address line 1 | Postal Address - Address |
Address line 2 | N/A |
Address line 3 | N/A |
Town | Postal Address - City/Town |
County | Postal Address - Country |
Postcode | Postal Address - Postal/Zip Code |
Title | N/A |
Contact first name | N/A |
Contact surname | Contact Name |
Mobile | Mobile |
For a New Company:
Company | If Contact Name and Primary Person both are populated then it creates in Commusoft as Company. The contact name will be the Company name. |
Address line 1 | Postal Address - Address |
Address line 2 | N/A |
Address line 3 | N/A |
Town | Postal Address - City/Town |
Country | Postal Address - Country |
Postcode | Postal Address - Postal/Zip Code |
Landline | Phone |
County | N/A |
Contact first name | Primary Person FN |
Contact surname | Primary Person LN |
Mobile | Mobile |
Landline | Phone |
For Suppliers:
Supplier Name | Contact Name |
Address line 1 | Postal Address - Address |
Address line 2 | N/A |
Address line 3 | N/A |
Town | City/Town |
County | State/Region |
Postcode | Post/Zip Code |
Landline | Phone |