Practice manager - XPM to Xero contact fields
Have logged this support query, which I also raised a number of years ago and cannot believe how this has not been fixed. Answer from support below:
In XPM there is no first and last name field for contacts, rather it is just one box for the Name field. While in Xero there are two fields to put a contacts first and last name separately.
So when a contact on a client syncs from XPM into Xero it is placed into the Last Name field as it recognises the name as one field. Currently, the only way to resolve this would be to go ahead and edit the fields in Xero manually.
It doesn’t look like this idea has been raised to Xero Product Ideas yet. Xero Product Ideas is a Xero website where our customers can share and support ideas for change.
I’ve included a link to the website where you can view and support current ideas or create a new idea to share your thoughts.
Troy Tatam
shared this idea
Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
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Sam Gray
commented
@Kelly "We made a new Xero Partner Hub you didn't want or ask for (after promising 8 years ago that XeroHQ would be this) rather than fixing a simple integration that we built between two platforms we own and manage"
Make it make sense... -
Sam Gray
commented
At the moment, an Individual client in XPM becomes a contact in Xero Blue.
Name from XPM is added to the Contact name in Xero Blue.
Email from XPM is added to the Contact in Xero Blue.
First name from XPM is not added to the First name field in Xero Blue.
So you go to send an invoice from Xero Blue and there is no first name 🤦🏽♂️ -
Lauren Moran
commented
Agreed!
Can we please have a solution for this ASAP, its been a few years so surely someone has come up with something to rectify this issue?! -
Narelle Smith
commented
I agree. You should also be able to view any custom fields you add to contacts on the first page of the client in xpm
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Xero UHY Sothertons Adelaide
commented
Please fix this issue, manually editing contact details in Xero Blue for each and every invoice generated in XPM is counter-productive and a massive waste of time and resources
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Alison Hay
commented
Please fix this to stop having to manually process this.
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Greta Harmer
commented
please fix this we have been adding the contacts in manually for years now.
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Jed Forward
commented
For the love of all thats holy
XPM nerd please talk to Xero blue nerd and fix this
No more ping pong and free coffee until you do
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Rob Allen
commented
The ability to input contact details in XPM and have it sync correctly to Xero and vice versa is a significant time saver, very logical and should be fixed asap.
Accepting the setting in XPM causes unnecessary additional work and should either be removed or fixed, not left for customers to tick thinking that it will be the time saver intended.
This is another issue due to the bolt on (after thought purchase) of XPM, where the integration of XPM was not written in to the existing Xero software but bolted on creating unnecessary duplications between Xero and XPM.
This bolt on is the major issue holding Xero software back. -
Alastair Abbott
commented
Can't understand why this hasn't been fixed yet after so many years.
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Isa Taylor
commented
Xero can you please sort the contact field between XPM and Xero so we can use the system efficiently for invoicing?
It's creating a lot of extra time to update the contact details for every invoice... -
Evelyn Santos
commented
I can't believe it either.
It's unacceptable that the same system can't correctly pull the data from XPM to the blue Xero.
We have been fixing this issue manually for months, yet support cannot look into it further.