Overview
This article covers account syncing between Emersion and Xero. It provides a list showing which data is pushed into Xero.
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.
Emersion Account To Xero Contact Data Mapping
The following table shows which data is transferred to Xero when the user invokes the system to create a Xero contact from Emersion or is linked to an existing Xero contact.
| Xero Field | Emersion Data Field or Activity |
|---|---|
| Name | Individual Accounts: first name + surname of the primary contact. Organisations: Trading name (if set) or legal registration name . |
AccountNumber | Account ID |
ContactStatus | Sets to Activ |
| TaxNumber | ABN |
ContactPerson(s) | A Xero contact can have a maximum of 5 Contact Persons. This collection is left blank. The Xero API does not support updating or removing from this collection. |
FirstName | The first name of the contact. |
LastName | The surname of the contact. |
EmailAddress | The email address of the contact. |
IncludeInEmails | This flag is set to TRUE. |
PhoneType: DEFAULT | The primary phone number of the contact. |
PhoneType: FAX | The primary fax number of the contact. |
PhoneType: MOBILE | The mobile number of the contact. |
IncludeInEmails | This flag is set to TRUE. |
Addresses | Xero has 3 address types: POBOX, STREET and DELIVERY.
|
AddressLine 1,2,3,4 | Emersion STANDARD, COMPLEX and UNSTRUCTURED address formats will be formatted to fit within the Xero 4-LINE address structure. |
City | Suburb |
Region/State | State |
Country | Country |
PostalCode | Postcode |