Xero Fields for Templates

When working with document and email templates in SuiteFiles you can add custom fields to them that will pull information about the client from the Xero and display in the finished file. The field syntax to use and their corresponding data in XPM are:

Field Name Value
[CLIENT:BUSINESSNAME]
[CLIENT:ADDRESS]
[PRIMARYCONTACT:FULLNAME]
[CUSTOM:CONTACTSTATUS]
[CUSTOM:NAME]
[CUSTOM:ISSUPPLIER]
[CUSTOM:ISCUSTOMER]
[CUSTOM:DEFAULTCURRENCY]
Business name
Full address

Active status
Business name
Is supplier – T/F?
Is customer – T/F?
Default currency 

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