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Hi Nigel, coming back over your idea here I wanted to confirm it is possible to export contacts and their data from your Xero organisation.
This will include Account Number, email - See our article here.
Can you expand a little more on what you're meaning by date and amount? Thanks
Enock Pereira supported this idea ·An error occurred while saving the comment
Xero should allow for a contact export where you can have a column with the unique ID of each contact. That is quite helpful if you need to run a reconciliation with other systems.