Xero – Locations and Contacts

From Brandengine to Xero

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

In the Company 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 from BE is automatically assigned as the Delivery address in the Xero client record.

By default – the Billing address is shown on Invoices…. either manually enter this address – or – edit the Delivery address and Use as Billing address (Done in Xero)

– or – use the delivery address placeholder in the invoice template instead.

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.