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'XPM - Bulk assign a contact to multiple clients' has been merged into this idea

For accountants & bookkeepers: Xero Practice Manager

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XPM - Reassign client in bulk

Would love the ability to efficiently reassign clients in bulk within XPM, using tickboxes (like in the jobs list) to select the relevant clients and reassign to a new accountant. The import/export feature is clunky and often errors on import. A quick and easy way to complete this function would improve client experience when a new accountant joins the firm.

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Katrina Shaw shared this idea  ·   ·  Report…  ·  Admin →
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  • Jake McElwaine commented  ·   ·  Report

    This would be great to have and it would save so much time. For example you could create a bulk lot of clients for quarterly BASs and set them up as recurring.

  • Carlotta DYEVRE commented  ·   ·  Report

    This would be highly needed and could be a major improvement along with the ability to select multiple jobs to bulk change the status !

  • Kristan Wright commented  ·   ·  Report

    This can be done though FYI in bulk, but would be great feature to have in XPM.

  • Janet Sucur commented  ·   ·  Report

    This function is essential for data management and time saving. I'm surprised that the process isn't already established.

  • Adam Kravaris commented  ·   ·  Report

    This would be very beneficial and time-saving. Quite surprising that this is not a feature already

  • Chris Foster commented  ·   ·  Report

    Countless hours would be saved for something which seems quite achievable? Please please please.

  • Tien Do commented  ·   ·  Report

    Would save a tonne of time. Crucial for efficient management of data.

  • Leanne LI commented  ·   ·  Report

    Would love to be able to bulk assign a contact to multiple clients in XPM. We are in the process of cleaning up the duplicate contacts as the existing contacts can now be re-used across multiple clients. We found it very time-consuming to assign contact one by one.