Settings and activity
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1 vote
Louis Trichardt
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1 voteLouis Trichardt
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118 votes
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’
Louis Trichardt
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1 voteLouis Trichardt
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5 votesLouis Trichardt
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2 votes
Hey Peter, having read over your idea a few times, I'm not 100% sure I understand exactly what you're asking for. Would it be the same as either of these two ideas?
- Practice Manager | Client - Copy a client (including all contacts)
- Practice Manager - Regular syncing of "Clients" to Xero Blue "Contacts"
If not, would you mind providing a few more details so myself and other users can better understand and upvote it? It'll also mean I can make sure it gets in front of the right product people at Xero 😊
An error occurred while saving the comment Louis Trichardt
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54 votesLouis Trichardt
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242 votesLouis Trichardt
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12 votesLouis Trichardt
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25 votesLouis Trichardt
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All individual clients should automatically be added as a contact and linked. If you change the detail of the individuals details the contact should also change.