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Xero Data Mapping

Data mappings

Client Data

Contact List

 

Xero

FM WORK

Name

Client Name

Account No

-         

Email

Client Email

Phone Number

Client Phone

Bills Due

-         

Overdue Bills

-         

Sales Invoices Due

-         

Overdue Sales Invoices

-         

 

Contact Detail

 

XERO

FM WORK

Contact Information

 

Contact Code

Client Code

Contact Name

Client Name

Primary Person (First Name, Last Name, Email)

Main Contact (First Name, Last Name, Email)

*First name is not currently working.

Contact Details

Postal Address & Physical Address

Address fields on Client

 

 

Telephone

Client Phone

Fax

Client Fax

Mobile

Client Mobile

Direct Dial

-         

Skype Name

-         

Website

-         

Financial Details

 

 

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