Where does the information come from?

The following outlines where Nimbus pulls the data from XPM to populate the Nimbus Client / Contact information.

Client Entity - Client Tab

Nimbus	XPM
Client Code	Either Export Code, Client Code, or a Custom field called Client Code
Name	Entity Name
Entity Type	Business Structure
Responsibility	Partner
Group Name	First Group code on Groups listing
Phone	Phone
Fax	Fax
ABN/ACN	Tax and Company
Postal	Contact Details / Postal Address
Town	Contact Details / Postal Address
State/Country	Contact Details / Postal Address
County	Contact Details / Postal Address
Postcode	Contact Details / Postal Address

Nimbus	XPM
Nimbus Custom Fields must be setup within Templates / Client Templates / Custom fields with the name of the field identical to the field in XPM	XPM Custom fields are setup within Business / Settings / Custom Fields.

Nimbus	XPM
First Name	Contacts / Name
Surname	Contacts / Name
Email	Contacts / Email Address
Salutation	Contacts / Salutation
Phone	Contacts / Phone Number
Mobile	Contacts / Mobile
Contact Type	Contacts / Position field if not used for any other reason
Folder Access flag	Contacts / Automatically enabled if Primary Contact or Position of Nimbus
Folder Read/Write flag	Contacts / Automatically enabled if Primary Contact or Position of Nimbus

Nimbus	XPM
First Name	Client Entity / First Name
Surname	Client Entity / Last Name
Email	Client Entity / Email Address
Salutation	Only available if a Contact is added to the Client Entity
Phone	Client Entity / Phone
Mobile	Only available if a Contact is added to the Client Entity
Contact Type	Automatically set as Client
Folder Access flag	Automatically set enabled
Folder Read/Write flag	Automatically set enabled

Employees

Note that Employee Positions do not sync from Xero to Nimbus. These fields are therefore editable in Nimbus.

The above information is only relevant for XPM integrations. WFM integrations differ slightly.