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  1. Invoice - Ability to link an email template to an invoice branding theme

    48 votes

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    submitted  ·  16 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Christopher Covino supported this idea  · 

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

    139 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

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    Christopher Covino commented  · 

    Any update on this or at least a fix with Zapier? We use XPM as our main source for client creation, infor etc. We have our mailing list in MailChimp synced with our Xero (Blue) via Zapier. When a contact is created in Xero (Blue) it triggers MailChimp to create a new contact. However this doesn't happen due creating a client in XPM doesn't create the contact in Xero properly - no first name, no last name, no email address moved over into Xero from XPM. There has to be a fix to this. The same company not being able to integrate their own CRM?

    Christopher Covino supported this idea  ·