Learn more in How to Create Customers, How to Create Suppliers and How to Create Contractors. This appears as the Default Currency in Xero if applicable.Ĭustomer cards only. This appears as the Email address in Xero. This appears as the Mobile number in Xero. This appears as the Telephone number in Xero. Primary Phone / Company Phone / Work Phone This appears as the Postal Address in Xero. This appears as the Physical Address in Xero. Simpro Premium customer, supplier, and contractor card file information corresponds to the following fields in Xero. If a customer and supplier / contractor have the same name in Simpro Premium, they export to a single contact in Xero, which is recognised as both a customer and supplier / contractor once the relevant transactions have been posted against it.If you need to change the name of a customer, supplier, or contractor, update it in both Simpro Premium and Xero before running the accounting link to prevent errors in transferring data, as changing the name in only one software prevents the card file from matching.The Xero accounting link matches Simpro Premium card files and Xero contacts by name.When creating or updating your customer, supplier, and contractor card files in Simpro Premium, it is important to remember the following information when exporting this information to Xero: Therefore a contact is only recognised as a customer or supplier / contractor when you transfer or create the appropriate transaction against it. Learn more in How to Import Xero Data into Simpro Premium.Ĭontacts in Xero are defined according to the transactions against the contact card. Contacts created in Xero after completing an initial import do not transfer to Simpro Premium. Learn more in How to Set Up the Xero Accounting Link.Īfter you have performed an initial import, you need to create / edit all customer, supplier, and contractor card files in Simpro Premium. If you have integrated your new Simpro Premium build with your Xero accounting package and all of your contacts are set up in Xero, you can use the accounting link to perform an initial import of your Xero customers and suppliers into Simpro Premium. US only: If you use Simpro Premium in the United States, the term 'vendor' is used instead of 'supplier'. To help prevent your connection from being revoked, it is recommended to set up a dedicated user login in XERO to connect your Simpro Premium accounting link. Change any of the Xero users settings, for example, passwords or permissions.Connect a different Simpro Premium build to Xero on another device.To maintain the connection security between Simpro Premium and Xero, your connection is revoked if you remain inactive and another person uses the same XERO login details to: To learn how to set up which transactions export to Xero, see Adjust Xero export options. You can integrate Simpro Premium with your Xero accounting package to post transactions and card file information directly from Simpro Premium into Xero through the accounting link.įor each transaction below, you can verify what data is transferred between Simpro Premium and Xero.
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