Xero HQ - Sync custom fields with XPM
We are trying to move all client records to Xero away from a different software provider but we need custom fields that we have built in Xero Practice Manager to be synced with Xero HQ please. This way we will be able to filter our clients using the custom fields that we have created which will then match what we can do in the software that we are trying to move away from.
3
votes
Louise Moore
shared this idea
Hi team, the Xero Partner Hub will be landing with partners from early 2026, and will get rid of the need to sync records. All client data and fields will be bought into a single location to help you seamlessly manage your practice! 🙂
You can find out more about this change on our website, and I'll be back to share more as this is released. Thank for engaging with us here.
