Line item description matching
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Line item description matching
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Infoodle is able to read the line items of transactions imported from Xero and try and match the information there with people you have already loaded into infoodle. In order to do this you need to tell infoodle what format you use. It does this on the Administration / System / Xero tab.
There are 2 options here which can both be completed; A giving number match or a name match.
Giving number match
If you receive money and people only provide the giving number you can enter that giving number into your line item description in Xero. For infoodle to use this information you need to use a standardised format when you are typing it into Xero some examples are
| What you type into Xero | How you setup infoodle | |
|---|---|---|
| Just a giving number | e.g. 25 | {num} |
| Some text before the number | e.g. Nr. 25 | Nr. {num} |
| Some random information | e.g. Fred B 4054 | * {num} |
| Some random information after the number | e.g. 42342 Regular donation | {num} * |
The items you can use to inform infoodle of the position of elements is: [note they are case sensitive]
| {num} | The giving number itself |
| * | Ignore this information. This can either be at the start or the end only. |
| abc | Your own text (abc is replaced with your own text) which is always entered. |
For this feature to work reliably, the giving numbers need to be assigned to people in infoodle prior to reviewing the reconcile screen. The matching is done when you show the reconcile screen so you can make changes to peoples information and return here if you need.
Name Matches
This uses the position of certain data items in the description. Examples are:
| What you type into Xero | How you setup infoodle | |
|---|---|---|
| Just a lastname | e.g. Smith | {lastname} |
| There name and initial | e.g. Smith R | {lastname} {initial} |
| Their name and initial with a comma between | e.g. Smith, R | {lastname}, {initial} |
| Their household name | e.g. The Smiths | {housename} |
The items you can use to inform infoodle of the position of elements is: [note they are case sensitive]
| header | header |
|---|---|
| {lastname} | The lastname of the person |
| {firstname} | The firstname of the person |
| {initial} | The initial of the person |
| {housename} | The household/organisation name (this is also the Name field in a Xero contact if you have imported your infoodle people directly from Xero) |
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