How New Customers from Xero Default
Source: xero_controller.rb
- New customers created from Xero contacts default to Company type ("C") and Account payment method ("A")
- The company name field is only updated from Xero data for company-type customers — individual-type customers retain their Workshop company name
- Temporary contact fields are truncated to prevent database errors: name to 100 characters, first name and last name to 50 characters each, and email to 255 characters
Support scenarios
- "Customer created from Xero is showing as a company instead of individual" → All new customers from Xero default to Company type ("C"). The type needs to be manually changed to Individual after import if that's what the customer should be.
- "Customer's company name didn't update from Xero" → Company name is only updated for company-type customers. If the customer is set to individual type, the company name field is not overwritten from Xero.
- "Customer name from Xero is cut off" → Names are truncated during import: 100 chars for full name, 50 for first/last name, 255 for email. If the Xero contact has unusually long names, they will be trimmed.