Contact Card ID's

Card ID's allow you to store a unique number for the contact in Synergy, and be able to search for an view the same number in MYOB or Xero. Learn more about how Contact Card ID's are used in MYOB or Xero.

ClosedGetting Started
Who Can Use It? Where Is It?

User

Assist. Project Manager

Project manager

Director

Administrator

System Administrator

Contacts > General Tab

Tips:

Adding a Contact Card ID in Synergy

ClosedComplete the following steps
  1. Open a contact in Synergy.
  2. Toward the bottom left corner a Card ID field exists.
  3. Type a value.
  4. Save and close.

Tip:

  • Card ID's can only be added to Company contacts or Individual Contacts, not Personnel.
  • Card ID's have a limit of 15 characters when using MYOB Connect. This is the maximum size of the field in MYOB.
  • This limitation to the length of Card ID # is not applicable to Xero Connect. Any length of Card ID is supported by Xero.

Where I can view Card ID's in Synergy?

After adding Card ID's to the Contact you can see them in the most commonly used areas in Synergy in list views and drop down list when entering new data.

ClosedExamples of where the Card ID can be seen

Using Card ID's with MYOB

To synchronise invoices and cancelled invoices successfully the Contact attached to the Invoice needs to be identical in the two systems OR we can link the records using a unique Card ID.

ClosedExample

ABC Constructions (RED HILL) is the record in Synergy. In your accounting system it's ABC Constructions Pty Ltd. For invoices and payments to sync successfully they either need to be identical in the two systems OR we can link the records using a unique card ID.

The solution is to add the ABCCON card ID in Synergy as well as in the contact record in the accounting system.

When the sync occurs, we are identifying records by this ID and not the names.

Allocate Card Ids in MYOB

Next add the Card ID from Synergy to the contact record in MYOB. When adding a Card ID in Synergy, the Card record in MYOB will not be updated. This must be done manually.

ClosedComplete the following steps
  1. Open MYOB.
  2. Open a Customer Card record.
  3. Add the Card ID in the field provided - 15 characters is the maximum field size in MYOB.
  4. OK.

Tip: Upon doing the next sync, change the Connect Settings to sync using card ID and the Invoice will sync based on the Card ID not the name of the Contact.

ClosedDo I have to apply a Card ID to everyone?

No. You don't have to apply a Card ID to everyone, only to those where the names need to be different in the 2 systems. Ensure in the Contact settings for Connect, that the Card ID Required field is unchecked.

Card ID's in Xero

When the Xero Contact interface created the Contact record, the Card ID # is automatically added to the Xero record. This information is used as the unique identifier for the contact record. The Card ID field cannot be amended in Xero, therefore there is no need to manually update this information on a Xero contact.

If the Contact record has been manually entered in both Xero and Synergy, the Connect interface will match contacts based on the contact name. When the Contact Names are an exact match, the Synergy Contact Card ID# is added to the Xero Contact record for use by future Synergy Connect sync runs.

ClosedExample of Card ID's on a Synergy and Xero Contact

The Card ID is entered on the Synergy contact on the General Tab > 'Card ID' field.

Click the image above to view the CARD ID on the Synergy Contact record.

Xero will display the Card Id on the Contact as a 'Contact Code'. This information is read only, and cannot be amended in Xero. This is stored for use by the Synergy Connect process only.

Click the image above to view the Card ID on the Xero Contact record.

Tip: If you amend the Contact Name or Card ID number on the Synergy Contact record, a new Contact record will be created in Xero on the next sync run. Learn more about Xero Connect Contacts.

Auto allocate Card ID's

Should the allocation of customer ID's be imperative to your firm, there is a function that will automatically generate card ids for each new contact that is created. With this ensure the Use contact card ID is checked as well as Card ID is required within the Connect Settings.

Tip: Learn more about how to use Synergy Contacts System Settings to auto allocate Card ID numbers to new Synergy contact records.

Edit Card ID's

The Edit Card ID's button allows the Card ID to be assigned to all contacts which are missing a card ID number. NEW 4.8.5 Use this feature when you are using the Connect interface to send all your Synergy financial information to your accounting package like Xero or MYOB.

ClosedAdd the Card ID to all Contacts by:
  1. Select the Edit Card ID's button.
  2. The filter 'Active and Blank Card ID is applied to the maintenance window. This shows all the contacts that are missing a Card ID number.
  3. Click the Auto Assign button .
  4. The next available Card ID number will be assigned to all the Contact records.
  5. Save.

It is recommended that you enable the auto allocation feature in System Settings, to have the Card ID number added to each new Contact record any Synergy user creates. This system setting will ensure that a card ID number always assigned and is unique across all contact and staff records in Synergy.

Tips:

Want to learn more?

Looking for more help? Try reviewing the following Contacts topics: Concept Link IconView Topics

 

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