Xero Partner Hub

22 results found

1. 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.

   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… more

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   Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

   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.

2. Practice Tools - Display Client Code in the Client record header

   Previously the Client Code showed in the address bar (i.e. 8 digit number unique to the client). We could then add the number to the Client Code field under each client. This number is used to sync the client to external apps integrated with XPM (i.e. FYI Docs) This has now gone! The address has changed. How do we find the client code when setting up a new client now to enable accurate syncing??

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   0 comments  ·  Clients  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

   Hi there,

   Thank you for raising this!

   
   

   With the recent updates to the interface and URL structures, that "shortcut" isn't as visible as it used to be. I’ve assessed your suggestion and moved it to Gaining Support.

   
   

   It’s a great piece of feedback because it highlights how a small UI change can have a big impact on your workflow with integrated apps.

   
   

   I’ve also updated the title to Practice Tools - Display Client Code in the Client record header to help other practice users find and vote for it.

   
   

   A quick tip for now: While it's not as fast as the address bar, you can still find and edit that code by clicking Edit Details within the client record.

   
   

   Alternatively, if you need to find these in bulk for several new clients, running a Client Report and including the 'Client Code' column is currently the most reliable way to export those IDs.

   
   

   We'll be sure to share this with the XPM product team!

   Hi there,

   Thank you for raising this!

   
   

   With the recent updates to the interface and URL structures, that "shortcut" isn't as visible as it used to be. I’ve assessed your suggestion and moved it to Gaining Support.

   
   

   It’s a great piece of feedback because it highlights how a small UI change can have a big impact on your workflow with integrated apps.

   
   

   I’ve also updated the title to Practice Tools - Display Client Code in the Client record header to help other practice users find and vote for it.

   
   

   A quick tip for now: While it's not as fast as the address bar, you can still find and edit that code by clicking Edit Details within the client record.

   
   

   Alternatively, if you need to find these in bulk for several new clients, running a Client Report and including the 'Client Code' column is currently the most reliable way to… more