XPH | Client - 2 way data sync with Xero account
We started off 10 years ago with Xero for our firm's own bookkeeping and invoicing (we're UK based). There is so much information we have stored in Xero specifically email addresses, client reference numbers, physical addresses, primary person, secondary person, VAT number, company number - everything in the 'contact' page of a client. Tracking categories could also be integrated. In Xero, we have a tracking category for Client Partner and another for Staff Member, so we know who 'did the work' and which engagement partner the client belongs to.
Why doesn't all this rich data a) import into XPM into the relevant fields b) remain synchronised with Xero. We keep Xero up to date with the latest client email addresses and physical addresses because that is what ultimately is stated on our sales invoices so it's important to be up to date. Xero itself should be the one source of truth, not the other way around. Or at least give us the option to decide which direction the data goes - XPM to Xero or Xero to XPM.
For instance, changing the name of a customer in Xero does not feed through automatically into XPM.
I don't understand why the contact GUID from Xero was not used as the GUID in XPM. This could have made lives so much easier for those using the API.
Louis Evangelou
shared this idea
Hi Louis, keeping client details in sync between XPM and Xero can mean updating information in more than one place. A two-way sync would make this much simpler and help keep everything consistent.
This idea is now in Gaining Support so we can track interest and share it with our product teams.
