Contacts - Live google spreadsheet of my xero contacts.
Create a live google spreadsheet of my xero contacts.
To allow users to work with Xero alongside whatever else they use, it would be handy if all the contacts in xero are also stored in a google spreadsheet. Most of our records are stored in google and if a user updates a phone number I have to change it in our records and in Xero. Similarly, if a customer changes their relationship with us, I update our records and then change their contact groups in xero. Currently this involves lots of importing and exporting which could easily be replaced with a live link to a google spreadsheet. It is also very easy to get out of sync. Rather than storing information twice, I would store it all in xero and I could then reference the live contact spreadsheet from my own spreadsheets and remove the many hours I waste keeping our records and xero in sync.
Hi John, appreciate the thought and how some businesses are operating among multiple applications, however do want to open that we plan to continue developing contacts within Xero.
There is opportunity for interested parties to integrate with Xero through our API and more information on that can be found on our Developer community. There are also many CRM integrators listed in our App store that connect to Xero and could provide the system and synchronisation that you're after.