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

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    17 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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    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  ·