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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’
An error occurred while saving the comment Christopher Covino supported this idea ·
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?