Does updating the Client Code in Xero Practice Manager affect FYI?
How does changing the Client Code in Xero Practice Manager (XPM) affect FYI?
FYI uses the Client ID in Xero Practice Manager as the unique identifier for a client. The Client ID is automatically generated by XPM when a client is created and cannot be changed. The Client Code in Xero Practice Manager is separate from the Client ID.
Updates to a Client Code are handled by FYI in the same way as changing an email address or phone number - the information is treated as additional information on the client and not used to identify the client for synchronisation.