I am trying to use an integration between Xero and Halo PSA and am running into this same issue. They filter and only list Xero "Customers" for potential import which makes perfect sense... until I add a new customer to Xero that I haven't billed anything to yet. Because I haven't billed them yet (post-paid billing), I can't import them into Halo PSA properly to track my time and efficiently generate a first invoice. The automagic categorization of contacts seems like a convenient default, but please add some way that we can manually override whether they are a customer, vendor, or both.
Jason Rush
supported this idea
·
I am trying to use an integration between Xero and Halo PSA and am running into this same issue. They filter and only list Xero "Customers" for potential import which makes perfect sense... until I add a new customer to Xero that I haven't billed anything to yet. Because I haven't billed them yet (post-paid billing), I can't import them into Halo PSA properly to track my time and efficiently generate a first invoice. The automagic categorization of contacts seems like a convenient default, but please add some way that we can manually override whether they are a customer, vendor, or both.