The contact list is synchronised with the Datapel WMS and the CONTACT type is identified by the SKYPE NAME – this is a REQUIRED FIELD for Datapel WMS integration. SKYPE NAME is also used to identify the PRICING GROUP for which a customer or supplier is associated.
The following types are used by Datapel: datapel.cus, datapel.sup, datapel.usr
If there is NO CONTACT TYPE in the SkypeName Datapel WMS will assume this is a CUSTOMER contact record. It is recommended that you create CONTACT GROUPS for Datapel Customer, Datapel Supplier, and Datapel Users to keep your contacts sorted and to ensure that all contacts are correctly associated with a type.
To ensure that CONTACTS are labelled correctly it is recommended they are created FROM the WMS once initial onboarding completes.
Account Number will be AUTOMATICALLY updated by the Datapel WMS so it is recommended this be reserved from use in XERO directly.