I would love this. At the moment for some of our reports eg gift aid report, I can output contact name and their donations, but not the contact account number which I use to link in to salesforce for other reasons.
So I have to also download the xero contacts, do a lookup, and then do another lookup into Salesforce.
It would save time if I could directly link the xero report to the salesforce report via the contact account number.
I would love this. At the moment for some of our reports eg gift aid report, I can output contact name and their donations, but not the contact account number which I use to link in to salesforce for other reasons.
So I have to also download the xero contacts, do a lookup, and then do another lookup into Salesforce.
It would save time if I could directly link the xero report to the salesforce report via the contact account number.