Contacts can be imported from Xero Practice Manager into HowNow Online. The fields that are imported are:

 


Xero Practice Manager Field

HowNow Online Contact Field

Client Name

Client Name

Client Phone

Client PhoneNumber

Client Website

Client WebUrl

Client ClientCode

Client Code

If Client PostalPostCode NOT null or empty then:

Client PostalAddress

Client Address Street

Client PostalCity

Client Address City

Client PostalRegion

Client Address State

Client PostalPostCode

Client Address Zip

If Client PostalPoseCode IS null or empty then:

Client Address

Client Address Street

Client City

Client Address City

Client Region

Client Address State

Client PostCode

Client Address Zip

If Contact NOT null or empty then:

 

Client Contact Name

Client PrimaryContact GivenName (this is everything from the start of the name up to the first space. Will be set to empty if no space is found)

Client Contact Name

Client PrimaryContact FamilyName (this will be everything AFTER the first space and up to the end of the value. If there is no space then it will be set to whole value of the name)

Client Contact Phone

Client Primary Contact PhoneNumber

Client Contact Email

Client PrimaryContact EmailAddress

If Contact IS null or empty then:

 

Client FirstName

Client PrimaryContact GivenName (will only be supplied to us if the Practice Management module is enable and if the Xero.Client is flagged as an individual, otherwise a blank value will be used)

Client LastName

Client PrimaryContact FamilyName (will only be supplied to us if the Practice Management module is enabled and of the Xero.Client is flagged as an individual, otherwise a blank value will be used) 

Client Phone

Client PrimaryContact PhoneNumber

Client Email

Client PrimaryContact EmailAddress

 


 

Field Names that will be picked up for import into the HowNow Online Client Code Field 

ClientCode – Standard XPM field value

Clientcode – Custom field value

ClientCode – Custom field value

clientCode – Custom field value

Clientcode – Custom field value

client-code – Custom field value

Client-Code – Custom field value

client-Code – Custom field value

Client-code – Custom field value

client code – Custom field value

Client Code – Custom field value

client Code – Custom field value

Client code – Custom field value

Export Code – Standard XPM field value

 

The standard XPM Client Code field value if set will be used and the rest will be ignored.

If none of the other fields are set then the value in the Export Code field will be used even if blank.