Xero: How Customer types are determined when importing contacts

  • When customers are imported from Xero into Commusoft, they are assigned a designation (a customer, a private company, etc.) depending on how their information is stored within Xero itself.
  • When a customer is stored with the 'Contact name' section filled in as well as both their first and last names, they will be imported to Commusoft as a private customer. Without this information, however, they will be imported as a company instead.
  • The following tables should help clarify things. They show the list of the fields listed in Commusoft and the corresponding ones in Xero:

 For a New Private Customer:

Name
If the 'Contact Name' is populated but the Primary person is not then it creates in Commusoft as a Private customer.

Surname

Landline Phone
Email Email
Address line 1 Postal Address - Address
Address line 2 N/A
Address line 3 N/A
Town Postal Address - City/Town
County Postal Address - Country
Postcode Postal Address - Postal/Zip Code
Email Email
Title N/A
Contact first name N/A
Contact surname Contact Name
Mobile Mobile

 

For a New Company:

Company If Contact Name and Primary Person both are populated then it creates in Commusoft as Company. The contact name will be the Company name.
Address line 1 Postal Address - Address
Address line 2 N/A
Address line 3 N/A
Town Postal Address - City/Town
Country Postal Address - Country
Postcode Postal Address - Postal/Zip Code
Landline Phone
Email Email
County N/A
Contact first name Primary Person FN
Contact surname Primary Person LN
Mobile Mobile
Landline Phone

 

For Suppliers:

Supplier Name Contact Name
Address line 1 Postal Address - Address
Address line 2 N/A
Address line 3 N/A
Town City/Town
County State/Region
Postcode Post/Zip Code
Landline Phone
Email Email