Lets make the integrations with client details seemless
We love using Xero there are so many pluses! But…we also use add-ons which integrate with Xero. When information is pushed and pulled through, if our clients have misspelt their company name, or even written Limited as Ltd (or vice versa) it creates a whole new client in Xero even if the client currently exists (eg.if purchasing tickets through Eventbrite). We have three integrations going so this can happen three different times and for our administrators and accounts team…a logistical nightmare .
I’m pretty sure a code can be developed that recognizes elements in a company name (or even ignores such elements as Limited & Ltd when pushing and pulling)and automatically merges the details or identifies possible double ups and highlights these to action a company merge by accounting staff before approving an invoice.
This could be activated as an extra column in the draft area of Sales>Invoices?
This development then could be given to all add-on partners to add as part of their code?
Just an idea which could make life a whole lot easier for everyone :)
Pippa Russell commented
I see what you mean Reuben and thats fantastic as I am looking at your great product. But there are issues around several people (with different email adresses) from the same organisation that may use an add-on service. Wouldn't this effectively produce the same problem with multiple company accounts being created? It would work if users were based on 'persons' but many users clients would be 'organisations'. Hence creating a solution that woks on the organisation field.
Reuben Jackson commented
I would really like it if Xero used the "email address" or something hidden (customer reference etc) for us to focus on. Unfortunately they match on the "company name" as entered...
In our long term todo list we will be adding more xero sync for all client data (not just invoiced clients) and stock lists. As part of this we would be recording the Xero client guid and storing against our client. We would then send the client guid based on the email address if we already had a synchronisation. I believe that is kind of the approach Xero wants from all the add-on partners.