Customers

Function

Description

Action

Creates/modifies a single Xero contact record per BlueFolder customer

Direction

Bluefolder to Xero (Xero field contents overwritten)

Condition

None

Field Mapping

The highlighted row indicates the Matching Fields that are used to initially connect records for both new and existing contacts. The connection continues using this pairing even if the contents of the Matching Fields are subsequently changed in either application.

BlueFolder	Xero
Customer Name	Contact Name
Primary Contact - First Name	Primary Person - First
Primary Contact - Last Name	Primary Person - Last
Email - Priority 1. Customer's first Contact record where First Name is "Accounts" contains a valid email address 2. Customer-level custom field (text) called "Invoice Email" contains a valid email address 3. Primary Contact - Email contains a valid email address	Email
Primary Location - Address	Postal Address - Address
Primary Location - City	Postal Address - City
Primary Location - State	Postal Address - State
Primary Location - Postal Code	Postal Address - Postal Code
Primary Location - Country	Postal Address - Country

Created

When status of next ticket for corresponding BlueFolder customer changed to Closed.

Edited

When status of next ticket for corresponding BlueFolder customer changed to Closed.

Deleted

None - Requires manual action for corresponding records in both applications

Error Handling

Email field is required when Xero Invoice Status is set to Approve & Send in AccountsInSync settings. An error email will be generated if a valid email address is not found