Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
The current sync of "clients" from XPM to "contacts" of the practice Xero Blue file only updates when an invoice is sent across.
Surely this could be made into an immediate sync, or at the very least an overnight sync?
Given XPM doesn't integrate with a whole lot of software and doesn't integrate with Zapier, many add-ons practices use are linked with the Xero Blue file and require that data to be accurate. Debtor collection software for example, marketing software, etc, all require contact details to be accurate, and if clients change details, there can be a large delay before it passes through.
Adam Sellars
shared this idea
Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.
You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.
This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.
We'll continue to keep a close eye on the support here, and share if there's any progress.
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Colin Veurink
commented
When exporting an invoice from XPM to Xero, the client name, addresses (postal & physical) and phone number all sync to Xero. But not the email address.
Xero has the functionality of Invoice Reminders, emailing statements and payment services which are all great, but completely redundant without an email address.The process of having to manually identify exported invoice and then manually check/enter the email address in Xero is counter productive! Surely it can't be that difficult to export the email address along with all the other data.
I do note that the email address of a contact will export, but this will only happen if:
1. a contact is added to the client; AND
2. that contact is selected as the contact when preparing an invoice.
And the result is that this contact is also included in the postal address that appears on the invoice in Xero. As such, this is not a viable solution. -
Shario Baghaei
commented
I would be great if contacts are synced in XERO, XERO HQ and XERO XPM so that you don't have to archive in 3 different database. I am amazed no one has thought about this before?