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Importing Contacts to Xero

This task will insert or update contacts in Xero Contact XML

Settings

Connection

Required
The Xero connection to use. See Connecting to Xero if you require more information on how to create/manage connections.

Alphabetic Length

Required
The length of the alpha part of the contact number.

Contact Numbers Convention

Required
The format to use when generating a contact number. For example, if you select the 'LastNameFirstName' option and in your data the contact name is 'Joe Bloggs', the contact number will be 'JOEB0001'.

Enabled

Required
Enable this task setting to automatically generate contact numbers in Xero based on the given criteria.

Mask

Optional
The content of this setting will be used to prefix all of your account references.

Numeric Length

Required
The length of the numeric part of the contact number.

To Purge

Optional
You can optionally list a series of characters to remove from the contact number.

Contact Number Field

Required
Optionally select to use either the contact number or account number to match contacts. Please note, if you select the AccountNumber option that the contact number will be updated with the account number.

Fail File

Required
The file to save failed record imports to.

Input File

Required
The file containing the bank transactions to upload to Xero.

Success File

Required
The file to save successful record imports to.

Prevent Reprocessing

Required
Set to true to prevent the same record being processed more than once, based on the ExternalId provided in the input XML file.

Zynk Settings

See Common Task Settings

Examples

A sample input file containing a contact is shown below. More detailed information about each field can be found in our Xero Contact XML.

<ArrayOfXeroContact>
  <XeroContact>
    <ExternalId>8520</ExternalId>
    <Name>Zynk Software</Name>
    <EmailAddress>[email protected]</EmailAddress>
    <ContactPersons>
      <ContactPerson>
        <FirstName>Joe</FirstName>
        <LastName>Bloggs</LastName>
        <EmailAddress>[email protected]</EmailAddress>
        <IncludeInEmails>true</IncludeInEmails>
      </ContactPerson>
    </ContactPersons>
    <Addresses>
      <Address>
        <AddressType>Street</AddressType>
        <AddressLine1>Flemming Business Centre</AddressLine1>
        <AddressLine2>Jesmond</AddressLine2>
        <City>Newcastle</City>
        <Region>Tyne &amp; Wear</Region>
        <PostalCode>NE2 3AE</PostalCode>
        <Country>GB</Country>
      </Address>
    </Addresses>
    <Phones>
      <Phone>
        <PhoneType>Default</PhoneType>
        <PhoneNumber>1232920</PhoneNumber>
        <PhoneAreaCode>0845</PhoneAreaCode>
        <PhoneCountryCode />
      </Phone>
    </Phones>
  </XeroContact>
</ArrayOfXeroContact>