Name change
In this example, ABC Limited have changed their name to 123 Limited
1. Edit the contact name in Xero. For help on this, click here
2. Go into AgriSmart
3. Hover on Dashboard then click Jobs Home:
4. Search for the job associated with the old client name (ABC Limited):
5. Click on the job
6. Click on Job Client:
7. Update the Client Name to the new contact name (123 Limited):
8. Click Save
9. Invoice your client as normal
Merge contacts – one exists in AgriSmart
In this example, ABC Limited has been merged with XYZ Limited
Only ABC Limited exists as a client in AgriSmart
1. Merge the contacts in Xero. For help on this, click here
If a contact has been archived instead, un-archive them. For help on this, click here
2. Go into AgriSmart and click Setup:
3. Scroll down to Xero Options and click Import Xero Contacts:
4. Click OK
5. Invoice your client as normal
Merge contacts – both exist in AgriSmart
In this example, ABC Limited has been merged with XYZ Limited
Both ABC Limited and XYZ Limited exist as clients in AgriSmart
1. Merge the contacts in Xero. For help on this, click here
If a contact has been archived instead, un-archive them. For help on this, click here
2. Hover on Dashboard then click Jobs Home:
3. Search for the job associated with the old client (ABC Limited) that requires updating to the merged client (XYZ Limited):
4. Click on the job
5. Click on Job Client:
6. Clear the Xero Code:
7. Update the Client Name to the merged contact’s name (XYZ Limited):
8. Right-click the tab you are in and click Duplicate:
9. In the duplicated tab, click Clients:
10. Search for the merged contact (XYZ Limited)
11. Click the paper icon:
12. Copy the Xero Code:
13. Go back to the original tab
14. Paste the Xero Code from step 12 into the Xero Code field
15. Click Save
16. Invoice your client as normal