Xero – Locations and Contacts

From Brandengine to Xero

When creating a client company, or a vendor, in Brandengine – enter all details, including the location and contact.

In the Company (or Vendor) edit window you will need to select/designate the Primary Location and the Primary Contact – these are sent to Xero.

The same applies to Vendors

NB – All relevant info needs to be included BEFORE linking to Xero. This is only sent to Xero when the customer contact is created – NOT with each invoice.

In Xero – this info appears on the Contact card as below

The address set as Primary in BE is automatically assigned to both the Billing address and the Delivery address in the Xero client record.

The Primary Contact details also come across.

From Xero to Brandengine

When Importing a Company from Xero to Brandengine – All relevant info is brought across.

This includes Company Name, Location and Contacts.

NB – Currently – there is no “Update” function for the address and contact – So if the address and contact is not included when linked, or require changing at a later date, they will have to be edited manually in Xero/Brandengine.

If the Company Name changes in Xero – this can be refreshed from within BE.