Managing Contacts in Rev.io Billing for Use in Rev.io PSA
Creating a contact in Billing provides several field options for advanced customization. While you can configure any number of these fields when creating contacts for use in Billing, only certain fields are mapped to your Rev.io PSA environment.
NOTE: This article specifically addresses managing contacts in Rev.io Billing for use in Rev.io PSA.
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Billing Fields Visible in PSA
The following Billing fields are visible in PSA. Entering any information in fields other than the ones listed below can still be essential for your business processes, but the data will not be visible in Rev.io PSA.
| No. | Label | Definition | |
| 1 | Contact Type | The contact most recently set as Primary in Billing becomes the primary contact in PSA.
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| Information Tab | |||
| 2 | Name | Name of the contact. | |
| 3 | Phone | Phone number for the contact. | |
| 4 | Email address for the contact.
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| Company Tab | |||
| 5 | Title | Title for the contact's role within their organization. | |
| Address Tab | |||
| 6 | Line 1 | Line 1 for the contact's address. | |
| 7 | Line 2 | Line 2 for the contact's address. | |
| 8 | City | City for the contact's address. | |
| 9 | State | State for the contact's address. | |
| 10 | Zip | ZIP code for the contact's address. | |
| 11 | Zip+4 | Additional 4 digits of the ZIP code for the contact's address, if applicable. | |
Fields Visible Only in PSA
These fields on the Contact Profile exist only in Rev.io PSA and are not mapped to any fields in Rev.io Billing.
| No. | Label | Definition |
| 1 | Created | Date and time the contact record was created. This data is collected but not displayed in Rev.io Billing. |