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

    77 votes

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    9 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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    Marelle Isaac commented  · 

    This is incredibly frustrating that if someone changes their email address/we update it in XPM it doesn't sync over to Xero. Email addresses change a lot. It's archaic for this NOT to happen. Looks like people have brought this to your attached years ago. Please fix it along with populating the first and surname fields.
    Thank you.

  2. Practice manager - XPM to Xero contact fields

    6 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Marelle Isaac supported this idea  ·