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 community, pleased to share that the unified Client experience is now live to all practices. So rather than a sync, all client data is consistent across XPM and Xero HQ.
Thanks for your feedback and participating in the forums here!
