Synchronised Information from XPM

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

Client Entity – Custom Fields

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.

Client Entity – Contacts Fields (for all entities other than individuals)

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

 

Client Entity – Contacts Fields (for Individual Client Entities)

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.

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