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

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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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    Vanessa Spargo commented  · 

    When adding a contact in XPM, there is no separate first and last name field, only one for 'name', where we put the full name (Joseph Bloggs), then add the Salution (Joe). This means that when the contact is synced with Xero the name ends up as Joe Joseph Bloggs (if the ‘Every time client or supplier details are updated’ is enabled in Xero Interface settings). To fix this, Xero suggest manually editing the contact in Xero - this is great if you only have 20 contacts, but for thousands it's just not feasible. Especially if it's just going to sync again the next time something is changed in XPM. I'm not sure how this effects XPM if the edits in Xero are made. How about making the Contact people in Xero and the Contacts in XPM use the same fields?