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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.