XPM - Sync contact groups to Xero
Sync clients grouped in Xero Green to Xero Blue. Currently groups can be created in Xero Green and Xero Blue independently but are not synced or linked. It would be efficient and helpful to sync the groupings we have created in Xero Green across to Xero Blue.
7
votes
Petra Main
shared this idea
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Petra Main
commented
Please reflect the XPM client grouping in Xero Blue for invoicing and statements.
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Stefan Saccardo
commented
I am shocked that this hasn't been actioned already - just makes sense. It will also reduce the already time consuming client initiation process.