Contact unique ID's
Updated over a week ago

What are contact unique ID's?

Automatically assign a unique ID to all the new contacts at once, or to update all the existing contact records to use a new id sequence. Unique ID's are used by Accounting add-ons to match the contact record in Synergy to the contact record in your accounting system (e.g. MYOB, Xero, QBO).

Accounting add-ons requires unique Id's if:

  • The contact name entered in Synergy is different to the contact name entered in the accounting system, such as MYOB AccountRight Liveor QuickBooks Online. e.g. in Synergy the contact is named 'ABC Constructions' and in MYOB the contact is called 'ABC Constructions Pty Ltd'.

  • If the Synergy contact record will be used for both invoices (sales income) and expenses (bills and staff expenses). Required for MYOB AccountRight Live and QuickBooks Online.

  • When using Xero Accounting add-ons unique Id's are mandatory on all contact records.

Why use contact unique ID's?

Map the Synergy contact to your accounting system's contact record when using Accounting add-ons to transfer invoices or expenses.

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