Overview
This article covers how users can trigger the action to create a contact in Xero while creating an account in Emersion. It also shows users how to trigger the action after the account has been created. This is useful when a service provider has been using Emersion for some time and then subscribes to the Xero Integration at a later date.
If you are looking for how to associate an Emersion account with a Xero contact, please see this article.
See this page to see what data is transferred from Emersion to Xero during this process.
Do not update account information in Xero once a link has been established. Any changes made in Xero to a Xero contact will not be pushed back to Emersion.
Create the Contact in Xero When Creating the Emersion Account
Users can automatically create a Xero contact while creating an Emersion account in the create account wizard.
Customers > Create New Customer
On the Integration Settings page, users will see two fields related to linking or creating Xero contacts. Choose one of these options.
- If the user wants to create the contact in Xero automatically, tick the box for the Create Xero Contact? field.
- If the user wants to associate the Emersion account with an existing contact in Xero, press the Refresh Xero Contacts List button, then double-click in the field to see the list of contacts and choose the contact to link.
Continue the remaining sections of the create account wizard and complete it. Upon completion, the account moves from a Preactive status to an Active status and the information is pushed to Xero.
In the event a user forgets to set the create contact flag, continue to finish the wizard. Users can manually trigger the account to be created in Xero later by following the steps in the next section.
In the event a user has incorrectly chosen to create a contact in Xero and they have progressed to subsequent stages of the wizard without finishing it, we strongly advise abandoning the account and creating another one from scratch to avoid adding a duplicate account in Xero. This will only work while the account is in a Preactive status.
The default selection for the Create Contact in Xero? is 'No' and cannot be changed.
Create the Contact in Xero After Creating the Emersion Account
If an account has been created in Emersion, users can trigger a contact to be created in Xero.
- Customer > Details > Xero Sync
- Click the Edit button to put the page into EDIT mode.
- Tick the box for the Create Contact in Xero? field.
- Save the changes.
Upon saving, the contact will be created in Xero. When the page is refreshed, the name of the Xero contact will appear next to the Xero contact name field.
