When you connect Xero to Onsight, Onsight needs to decide which Xero contacts should be copied across as customers. <\/p>\n
Xero classifies contacts based on their transaction history. In Xero, a contact becomes a customer once an accounts receivable invoice, also known as a sales invoice, has been created for that contact. A contact becomes a supplier once an accounts payable invoice, commonly referred to as a bill, has been created for that contact.<\/p>\n
This means that a contact can exist in Xero before Xero officially treats them as a customer or supplier. For example, you may add a new customer\u2019s details to Xero before creating their first invoice. At that stage, the contact exists in Xero, but Xero does not yet classify them as a customer.<\/p>\n
Generally, Onsight relies on the Xero classification of customers. This prevents your Onsight account from being filled up with suppliers. Onsight is a sales app. It therefore does not need any suppliers to be listed and doing so would create confusion in the sales team. <\/p>\n
However, if Onsight only copied contacts that Xero already identifies as customers, then newly created customer contacts would not appear in Onsight until after their first invoice was created in Xero. That could cause problems for your sales team, because a new customer might need to be available in Onsight before any invoice exists.<\/p>\n
To avoid this, Onsight copies both:<\/p>\n
Contacts that Xero already identifies as customers because they have had a sales invoice created for them.
\n&
\nContacts that are not identified as suppliers (they have no Bills created for them) because then they may be new or potential customers.<\/p>\n
This approach helps ensure that new customer contacts are available in Onsight as soon as possible whilst avoiding the unnecessary listing of suppliers. <\/p>\n","protected":false},"excerpt":{"rendered":"
When you connect Xero to Onsight, Onsight needs to decide which Xero contacts should be copied across as customers. Xero classifies contacts based on their transaction history. In Xero, a contact becomes a customer once an accounts receivable invoice, also…<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4897"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=4897"}],"version-history":[{"count":1,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4897\/revisions"}],"predecessor-version":[{"id":4898,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4897\/revisions\/4898"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=4897"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=4897"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=4897"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}