Nic and Dogmatic,
Yes, we have a field in our system that can be used to map in the direction
from our own contacts to external system’s such as FreeAgent and we can
make use of it.
In that case, is there a user friendly way for a user to obtain the
FreeAgent contact code so they can then type it into our system’s mapping
field?
At the moment (unless I’m missing something) it’s looking like we’ll need
to tell them something like “For each of your Contacts, open it in
FreeAgent, look at the funny number at the end of the URL and then type
that number into our mapping field. Whenever you create a new contact you
will need to go through this same process”.
We have many customers using our system (although not all of them use
FreeAgent) and there are bound to be at least some that might struggle to
understand this.
I realise that if need be I could create some kind of interface in our
system that eased the process… for instance something that downloaded all
the FreeAgent contacts, checked their names against the ones we have in our
system and auto-populates or auto suggests the IDs based on name matches.
However I don’t think my project manager would want me to spend the time
doing this if we instead had a process that 95% of users could follow to
enter them in manually.
Thanks for your responses and any other ideas welcome!
-Kevin WilliamsOn Friday, 21 June 2013 17:04:55 UTC+12, Kevin Williams wrote:
Hi,
Is it possible to specify the ID that is assigned to newly created
Contacts or is this automatically generated by FreeAgent?
Alternatively, is there any kind of external reference field we could use
to help us map our own Contact Codes to FreeAgent Contact IDs?
I’m asking because we wish do the following…
Just prior to creating invoices in FreeAgent, we currently check (by ID)
if any Contacts are missing from FreeAgent (this part works fine). However
we would then like to be able to offer to create any missing Contacts
automatically in FreeAgent and assign them the Contact ID specified on the
invoice.
Thanks
-Kevin Williams