Double-Barrelled Surname - What happens when synced to Nimbus
What is a double-barrelled surname? A double-barrelled surname is created by combining the surnames of a married couple by either using a hyphen or by simply adding the second name onto the husband's or wife's existing surname.
In Xero, for any individual or sole trader client entities, Nimbus will automatically create a primary contact using the details in Xero from the Individual / Sole Trader client entity.
However, this may pose a problem if you have a contact in Xero who is added to another client entity, such as a Trust or Superannuation Fund entity type.
The contact that Nimbus creates using the Xero Client Entity details will show the First Name and the Surname correctly in Nimbus. However, for the contact created in Xero and related to another Client Entity (eg: Partnership, Trust, Company etc), when this is created in Nimbus, it will show incorrectly with part of the Surname showing in the First Names field and not in the Surname field.
An example is provided below detailing the contact which is automatically created in Nimbus using the details from the Individual Client Entity, AND the contact that has been added to the Company Entity in Xero. You can see that the surname is not correctly handled for the Contact related to the Company.
To fix this issue, we recommend that you make a manual relationship between the contact created for the Individual Client Entity and the Company Client Entity. When you make this relationship, ensure you enable folder Access and Folder Read/Write access. Repeat this process for all other Client Entities that this contact needs a relationship with.
For instructions on how to manually create a relationship between a contact and a client entity, please refer to https://nimbusportals.atlassian.net/l/c/bbZJo2Tr
Also search for the contact that shows incorrectly in Nimbus (it is the contact against the Company Client Entity) and ensure you have disabled Folder Access, Folder Read/Write and Portal Access.