UI.Vision Script for Xero Practice Manager (XPM) - copy inaccessible fields to custom fields for reports

Update custom fields.json

{
  "Name": "Update custom fields",
  "CreationDate": "2021-6-11",
  "Commands": [
     {
      "Command": "comment",
      "Target": "Works with Xero Practice Manager (XPM) as of creation date",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "UI.Vision script to automatically copy Client XPM ID to Client Code, and BSB, Account Number and Name to custom fields.",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "XPM frustratingly does not allow these fields as part of reports so there is no easy way to import this into other software",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Import this JSON into UI.Vision, check the storeValue & sendKeys commands are correct using Target Select, and run.",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Make sure you have a Client & Contact Report titled \"Full Client List\",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "With Status excludes: Archived, and [Client] Client as field",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Set global variables",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "store",
      "Target": "fast",
      "Value": "!replayspeed",
      "Description": ""
    },
    {
      "Command": "store",
      "Target": "https://practicemanager.xero.com/Client/Client/Edit/",
      "Value": "baseURL",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Get to report page",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "open",
      "Target": "https://practicemanager.xero.com/reports/my",
      "Value": "",
      "Description": "Open XPM"
    },
    {
      "Command": "comment",
      "Target": "Check if logged in",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "sourceSearch",
      "Target": "Log in to Xero",
      "Value": "logged_in",
      "Description": ""
    },
    {
      "Command": "if_v2",
      "Target": "${logged_in} == 1",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "echo",
      "Target": "XPM user not logged in. Script will continue when logged in",
      "Value": "#shownotification",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Loop while waiting for user to login",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "while_v2",
      "Target": "${logged_in} == 1",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "pause",
      "Target": "10000",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "sourceSearch",
      "Target": "Log in to Xero",
      "Value": "logged_in",
      "Description": ""
    },
    {
      "Command": "end",
      "Target": "",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "end",
      "Target": "",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Open reports page and select correct report",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "open",
      "Target": "https://practicemanager.xero.com/reports/my",
      "Value": "",
      "Description": "Open XPM"
    },
    {
      "Command": "clickAndWait",
      "Target": "xpath=//*[text()[contains(.,'Full Client List')]]",
      "Value": "",
      "Description": "xpath=(//*[text()[contains(.,'Full Client List']))@href"
    },
    {
      "Command": "store",
      "Target": "!URL",
      "Value": "reportURL",
      "Description": "Store report URL to loop back to"
    },
    {
      "Command": "comment",
      "Target": "Get number of clients",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "storeXpathCount",
      "Target": "xpath=//*[contains(@href,'clientview.aspx?id=')]",
      "Value": "r",
      "Description": ""
    },
    {
      "Command": "executeScript",
      "Target": "var arr = [];\nfor (x=0; x < 600; x++)\n\t{\n      \tarr[x] = document.getElementsByClassName(\"link\")[x].href;\n    }; \nreturn arr;",
      "Value": "cliArray",
      "Description": ""
    },
    {
      "Command": "forEach",
      "Target": "cliArray",
      "Value": "cliURL",
      "Description": ""
    },
    {
      "Command": "selectWindow",
      "Target": "tab=0",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "executeScript",
      "Target": "str = ${cliURL}; str = str.toString(); return (str.replace(/\\D/g, \"\"));",
      "Value": "cliNum",
      "Description": ""
    },
    {
      "Command": "executeScript",
      "Target": "return (${baseURL} + ${cliNum});",
      "Value": "cliURL",
      "Description": ""
    },
    {
      "Command": "open",
      "Target": "${cliURL}",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "echo",
      "Target": "Now on row ${x}",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Enter XPM ID to client record",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "sendKeys",
      "Target": "id=text-1091-inputEl",
      "Value": "${CliNum}",
      "Targets": [
        "id=text-1091-inputEl",
        "name=ClientCode",
        "xpath=//*[@id=\"text-1091-inputEl\"]",
        "xpath=//input[@id='text-1091-inputEl']",
        "xpath=//table[10]/tbody/tr/td[2]/input",
        "css=#text-1091-inputEl"
      ],
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Get client bank details and transpose to Custom Fields",
      "Value": "CliNum",
      "Description": ""
    },
    {
      "Command": "storeValue",
      "Target": "id=text-1092-inputEl",
      "Value": "CliBSB",
      "Description": ""
    },
    {
      "Command": "storeValue",
      "Target": "id=text-1093-inputEl",
      "Value": "CliAcc",
      "Description": ""
    },
    {
      "Command": "storeValue",
      "Target": "id=text-1094-inputEl",
      "Value": "CliAccName",
      "Description": ""
    },
    {
      "Command": "sendKeys",
      "Target": "id=text-1135-inputEl",
      "Value": "${CliBSB}",
      "Targets": [
        "id=text-1135-inputEl",
        "name=CustomFieldValues",
        "xpath=//*[@id=\"text-1135-inputEl\"]",
        "xpath=//input[@id='text-1135-inputEl']",
        "xpath=//fieldset[5]/div/span/div/table[2]/tbody/tr/td[2]/input",
        "css=#text-1135-inputEl"
      ],
      "Description": ""
    },
    {
      "Command": "sendKeys",
      "Target": "id=text-1136-inputEl",
      "Value": "${CliAcc}",
      "Targets": [
        "id=text-1136-inputEl",
        "name=CustomFieldValues",
        "xpath=//*[@id=\"text-1136-inputEl\"]",
        "xpath=//input[@id='text-1136-inputEl']",
        "xpath=//fieldset[5]/div/span/div/table[3]/tbody/tr/td[2]/input",
        "css=#text-1136-inputEl"
      ],
      "Description": ""
    },
    {
      "Command": "sendKeys",
      "Target": "id=text-1137-inputEl",
      "Value": "${CliAccName}",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Transpose \"Fee From Refund\"",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "storeAttribute",
      "Target": "id=checkbox-1097@class",
      "Value": "test",
      "Description": ""
    },
    {
      "Command": "executeScript",
      "Target": "var t = ${test}; return t.contains('checked');",
      "Value": "cliFFR",
      "Description": ""
    },
    {
      "Command": "if_v2",
      "Target": "${cliFFR}==true",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "storeAttribute",
      "Target": "id=checkbox-1134@class",
      "Value": "test",
      "Description": ""
    },
    {
      "Command": "executeScript",
      "Target": "var t = ${test}; return t.contains('checked');",
      "Value": "cliFFR",
      "Description": ""
    },
    {
      "Command": "if_v2",
      "Target": "${cliFFR}==true",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "end",
      "Target": "",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "end",
      "Target": "",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "comment",
      "Target": "Close window and restart loop",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "click",
      "Target": "id=button-1143",
      "Value": "",
      "Targets": [
        "id=button-1143",
        "xpath=//*[@id=\"button-1143\"]",
        "xpath=//div[@id='button-1143']",
        "xpath=//div[2]/div/div/div[2]",
        "css=#button-1143"
      ],
      "Description": ""
    },
    {
      "Command": "waitForPageToLoad",
      "Target": "",
      "Value": "",
      "Description": ""
    },
    {
      "Command": "end",
      "Target": "",
      "Value": "",
      "Description": ""
    }
  ]
}