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      Xero

      • Important information about contact records and Xero

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Xero

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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:
Example of a client contact record in ezyVet and in Xero
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:
The A contact of this name already exists either merge the contact or change the contact name to be unique 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:
The The contact name is already assigned to another contact. The contact name must be unique across all active contacts 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:
  1. Disabled a contact record in Xero
  2. Made a change to the contact record in ezyVet

The The specified contact details matched an archived contact. Archived contacts cannot currently be edited via the API error message

Before you can sync changes that you made to the contact record in ezyVet, you must enable the contact record in Xero.

Parent topic: Xero
Related concepts
  • Xero, ezyVet, and payment information sync
  • Recommended maximum numbers for invoices and Xero
  • Recommended configuration of Xero to operate with ezyVet
  • General steps to configure ezyVet to operate with Xero
  • The Xero Management dashboard tab
  • General steps to use credit notes for deposits with Xero
Related tasks
  • Sync an ezyVet invoice record to Xero
  • Make a change to an invoice that you synced to Xero
Related information
  • Xero configuration
  • Xero troubleshooting
ezyVet

Last updated: April 16, 2024

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Related Articles:

  • Xero
  • Xero, ezyVet, and payment information sync
  • Recommended maximum numbers for invoices and Xero
  • Recommended configuration of Xero to operate with ezyVet
  • General steps to configure ezyVet to operate with Xero
  • The Xero Management dashboard tab
  • Sync an ezyVet invoice record to Xero
  • Make a change to an invoice that you synced to Xero
  • General steps to use credit notes for deposits with Xero
  • Xero configuration
  • Xero troubleshooting

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