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The site in question sends invoices -generated in Civi - to organisations and individuals. The invoice data gets pushed to Xero as expected. Our finance administrator reviews the draft and sends the invoice to the client from Xero. In the case of client organisations, the administrator makes use of the contact person fields in Xero to record the name of the billing contact and this gets used in the email and subsequent reminders, etc that Xero produces.
If a change is made to the email address for the organisation record in CiviCRM, this change gets pushed to the Xero record, where the email address field for the contact person gets overwritten with the new email address. At the same time, any data stored in the first name and last name fields in Xero for the contact person gets removed. This should not happen.
As there is no obvious way to hold this contact person's name data in the Civi organisation record, and therefore no apparent mapping to the fields in Xero, the fields should not be touched or overwritten by a CiviXero Contact Push Job.
In the case of a change of email address, the change is logged in Xero. But the overwriting of the name fields is not explicitly logged in Xero. Consequently the name data data is lost.
It's not clear to me - I'm not a developer - whether this is a bug in the CiviXero code or in Xero, but either way it should not be happening.
The text was updated successfully, but these errors were encountered:
I would love to get this addressed and resolved in a sensible way. If anyone would be willing to look at it and come back to me with a proposal I'll see if I can find funding for the work.
My current focus is trying to drive donations to this page - https://givealittle.co.nz/cause/help-liz-fight-cancer so if you are able to donate over there I will at least spend some time diagnosing tomorrow & see what might be involved
The site in question sends invoices -generated in Civi - to organisations and individuals. The invoice data gets pushed to Xero as expected. Our finance administrator reviews the draft and sends the invoice to the client from Xero. In the case of client organisations, the administrator makes use of the contact person fields in Xero to record the name of the billing contact and this gets used in the email and subsequent reminders, etc that Xero produces.
If a change is made to the email address for the organisation record in CiviCRM, this change gets pushed to the Xero record, where the email address field for the contact person gets overwritten with the new email address. At the same time, any data stored in the first name and last name fields in Xero for the contact person gets removed. This should not happen.
As there is no obvious way to hold this contact person's name data in the Civi organisation record, and therefore no apparent mapping to the fields in Xero, the fields should not be touched or overwritten by a CiviXero Contact Push Job.
In the case of a change of email address, the change is logged in Xero. But the overwriting of the name fields is not explicitly logged in Xero. Consequently the name data data is lost.
It's not clear to me - I'm not a developer - whether this is a bug in the CiviXero code or in Xero, but either way it should not be happening.
The text was updated successfully, but these errors were encountered: