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.