Contact

Overview

Direction: Xero → Zudello
Sync Type: Incremental sync with manual pagination
Purpose: Customer and supplier data with sophisticated filtering and comprehensive contact information

Contact data flows from Xero to Zudello, processing both suppliers and customers with sophisticated filtering and comprehensive contact information handling including bank details and tax configurations.

Filtering Logic

Supplier Processing

The integration processes a contact as a supplier if the IsSupplier flag is true, or if both the IsSupplier and IsCustomer flags are false.

Customer Processing

The integration processes a contact as a customer if the IsCustomer flag is true.

Field Mappings

Supplier Fields

Zudello Field	Xero Field	Data Type	Notes
code	AccountNumber or Name	String	Account number with fallback to name
legal_name	Name	String	Contact name
trading_name	Name	String	Same as legal name
tax_number	TaxNumber	String	Tax identification number
status	ContactStatus	String	Configurable status mapping
account_number	PurchasesDefaultAccountCode	String	Default purchase account
bank_account_number	BankAccountDetails (substring)	String	Bank account number (characters 7+)
bank_bsb	BankAccountDetails (substring)	String	BSB code (first 6 characters)

Customer Fields

Zudello Field	Xero Field	Data Type	Notes
code	AccountNumber	String	Customer account number
legal_name	Name	String	Contact name
trading_name	Name	String	Same as legal name
tax_number	TaxNumber	String	Tax identification number
status	ContactStatus	String	Direct status mapping
account_number	SalesDefaultAccountCode	String	Default sales account
tax_rate	AccountsReceivableTaxType	Relation	Default AR tax rate

Processing Logic

Contact Information

The integration extracts the primary phone number and email address for each contact.

Bank Details

For suppliers, the integration intelligently parses the BankAccountDetails string to separate the BSB code (the first 6 characters) from the account number.

Status Mapping

The status of a contact in Zudello is determined by its status in Xero. This mapping can be configured, but by default, ACTIVE contacts remain active, while ARCHIVED and GDPRREQUEST contacts are marked as inactive.

Automatic Relationships

The integration automatically links contacts to their default tax rates and currencies.

Incremental Synchronization

To save time, the integration only syncs contacts that are new or have been updated since the last check. It uses a custom pagination logic to handle large volumes of contacts efficiently.

Related Documentation

• Account - Chart of accounts for default account references
• Tax Rate - Tax rate configurations for contact defaults
• Currency - Currency references for multi-currency contacts
• Supplier - Supplier creation workflow (Zudello → Xero)
• Customer - Customer creation workflow (Zudello → Xero)
• Overview - Integration architecture overview