Important information about contact records and Xero
Before you can sync invoice records or payment records to Xero, you must sync the applicable client contact record from ezyVet to Xero.
The image that follows shows an example of a client contact record in ezyVet and the same client contact record in Xero after you synced it:
You can sync client contact records and supplier contact records to Xero. To identify
different contact records, Xero uses the information of the
Personal Details section of a contact record in ezyVet. As a result, each contact record must have a
different name. You cannot sync a contact record to Xero if
they have the same name as a different contact record. If you try to sync a contact
record that has the same name as a different contact record, the Xero Management tab shows an error message:
To sync a contact record that has the same name as a different contact record to Xero, you must change the name one of the contact records.
For example, you could:
- Add a title
- Add a middle name
- Add an initial
If you change the name of a contact record to the name of a contact record that you
synced to Xero, the Xero Management tab shows an error message:
If one client has two client contact records, you must merge the one of client contact
records into the initial client contact record in ezyVet.
Note: You can merge contact records in Xero. But if you merge contact records in Xero, Xero disables one of
the contact records. The Xero Management tab shows the
error message that follows if you:
- Disabled a contact record in Xero
- Made a change to the contact record in ezyVet
Before you can sync changes that you made to the contact record in ezyVet, you must enable the contact record in Xero.