Skip to content
← Practice tools

Enter your idea

Practice tools: Clients

Categories

(thinking…)

Clients – SuiteFiles Integration Update

Previously, when setting up a new client in XPM, the SuiteFiles add-on would automatically create the default folder structure for that client within SuiteFiles. This functionality appears to have been removed, and the folder structure must now be manually created in SuiteFiles prior to establishing the connection with XPM.

We would like to request the reinstatement of this feature to streamline the client onboarding process and maintain integration efficiency between XPM and SuiteFiles.

5 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

David Finnegan shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, I'm please to share that there is now a new version of the SuiteFiles chrome extension which resolves the issues practices in the Xero Partner Hub beta were facing with the new Clients experience.

You may just need to update Chrome to ensure you're on the latest version 😊

Thanks again for your feedback and engaging on this here.

Show previous admin responses (4)
Comments are closed An error occurred while saving the comment
  • Ben Finnegan commented  ·   ·  Report

    Is there any update on when this fix might be released?