Xero Practice Manager Fields For Templates

Any template can use the following date fields to populate dates whether SuiteFiles is connected to Xero Practice Manager or not

Date Field Value
[DATE:TODAY]
[DATE:TODAYTEXT]
[DATE:FULLTODAYTEXT]
[DATE:YEAR]
Today's date formatted DD/MM/YYYY (e.g. 21/04/2016)
Today's date formatted DD MMM YYYY (e.g. 21 Apr 2016)
Today's date formatted DD MMMM YYYY (e.g. 21 April 2016)
The current year formatted YYYY (e.g. 2016)

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 Practice Manager (XPM) 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]
[CLIENT:IRD]
[PRIMARYCONTACT:FULLNAME]
[PRIMARYCONTACT:ID]
[PRIMARYCONTACT:NAME]
[PRIMARYCONTACT:MOBILE]
[PRIMARYCONTACT:EMAIL]
[PRIMARYCONTACT:PHONE]
[PRIMARYCONTACT:POSITION]
[PRIMARYCONTACT:SALUTATION]
[PRIMARYCONTACT:ADDRESSEE]
[PRIMARYCONTACT:ISPRIMARY]
[CUSTOM:ID]
[CUSTOM:NAME]
[CUSTOM:ADDRESS]
[CUSTOM:CITY]
[CUSTOM:REGION]
[CUSTOM:POSTCODE]
[CUSTOM:COUNTRY]
[CUSTOM:POSTALADDRESS]
[CUSTOM:POSTALCITY]
[CUSTOM:POSTALREGION]
[CUSTOM:POSTALPOSTCODE]
[CUSTOM:POSTALCOUNTRY]
[CUSTOM:PHONE]
[CUSTOM:FAX]
[CUSTOM:WEBSITE]
[CUSTOM:REFERRALSOURCE]
[CUSTOM:EXPORTCODE]
[CUSTOM:ISPROSPECT]
[CUSTOM:ISARCHIVED]
[CUSTOM:ISDELETED]
[CUSTOM:ACCOUNTMANAGER]
[CUSTOM:ACCOUNTMANAGERID]
[CUSTOM:JOBMANAGER]
[CUSTOM:JOBMANAGERID]
[CUSTOM:TAXNUMBER]
[CUSTOM:COMPANYNUMBER]
[CUSTOM:BUSINESSNUMBER]
[CUSTOM:BUSINESSSTRUCTURE]
[CUSTOM:BALANCEMONTH]
[CUSTOM:GSTREGISTERED]
[CUSTOM:PREPAREGST]
[CUSTOM:GSTPERIOD]
[CUSTOM:GSTBASIS]
[CUSTOM:SIGNEDTAXAUTHORITY]
[CUSTOM:AGENCYSTATUS]
[CUSTOM:PREPAREACTIVITYSTATEMENT]
[CUSTOM:PREPARETAXRETURN]
[CUSTOM:NOTES]
[CUSTOM:GROUPS]
[CUSTOM:BIRTHDAY_DATE]
[CUSTOM:BIRTHDAY_TIME]
[CUSTOM:BIRTHDAY_DAY]
[CUSTOM:CHECKBOX_CHECKBOX_TRUE]
[CUSTOM:CHECKBOX_CHECKBOX_YES]
[CUSTOM:CHECKBOX_CHECKBOX_SUCCESS]
[CUSTOM:CHECKBOX_CHECKBOX_X]
[CUSTOM:CLIENT_CODE]
[CUSTOM:CLIENT_ID]
[CUSTOM:DECIMAL]
[CUSTOM:DROPDOWN]
[CUSTOM:LINK]
[CUSTOM:NUMBER]
[CUSTOM:PHONE_NUMBER]
[CUSTOM:SERIAL_NUMBER]
[CUSTOM:SKYPE_CALL]
[CUSTOM:SKYPE_CHAT]
[CUSTOM:SOME_TEXT]
[CUSTOM:TWITTER]
[CUSTOM:VALUE]
[ADDRESS:POSTAL_OR_PHYSICAL]
[CITY:POSTAL_OR_PHYSICAL]
[REGION:POSTAL_OR_PHYSICAL]
[POSTCODE:POSTAL_OR_PHYSICAL]

[COUNTRY:POSTAL_OR_PHYSICAL]
BUSINESS NAME
ADDRESS
IRD
PRIMARY CONTACT FULL NAME
ID
NAME
MOBILE
EMAIL
PHONE
POSITION
SALUTATION
ADDRESSEE
IS PRIMARY CONTACT
ID
NAME
ADDRESS
CITY
REGION
POSTCODE
COUNTRY
POSTAL ADDRESS
POSTAL CITY
POSTAL REGION
POSTAL POSTCODE
POSTAL COUNTRY
PHONE
FAX
WEBSITE
REFERRAL SOURCE
EXPORTCODE
IS PROSPECT
IS ARCHIVED
IS DELETED
ACCOUNT MANAGER
ACCOUNT MANAGER ID
JOB MANAGER
JOB MANAGER ID
TAX NUMBER
COMPANY NUMBER
BUSINESS NUMBER
BUSINESS STRUCTURE
BALANCE MONTH 
GST REGISTERED
PREPARE GST
GST PERIOD
GST BASIS
SIGNED TAX AUTHORITY
AGENCY STATUS
PREPARE ACTIVITY STATEMENT
PREPARE TAX RETURN
NOTES
GROUPS
BIRTHDAY_DATE
BIRTHDAY_TIME
BIRTHDAY_DAY
CHECKBOX_CHECKBOX_TRUE
CHECKBOX_CHECKBOX_YES
CHECKBOX_CHECKBOX_SUCCESS
CHECKBOX_CHECKBOX_X 
CLIENT_CODE
CLIENT_ID
DECIMAL
DROPDOWN
LINK
NUMBER
PHONE_NUMBER
SERIAL_NUMBER
SKYPE_CALL
SKYPE_CHAT
SOME_TEXT
TWITTER
VALUE
If have postal address use that, else physical address
If have postal city use that, else physical city
If have postal region use that, else physical region
If have postal post code use that, else physical post code
If have postal country use that, else physical country

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