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  1. Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"

    117 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
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    Troy Tatam commented  · 

    Will the new HQ to XPM client details sync resolve the entire name being incorrectly populated into the surname field and not first name so we dont need to manually go and add First name so it populates in the invoice email salutation?

    Troy Tatam supported this idea  · 

  2. Practice manager - XPM to Xero contact fields

    11 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Troy Tatam shared this idea  ·