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

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    13 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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    Betsy Kirk commented  · 

    When we update a client's primary contact email address this should automatically update their email address in Xero Blue. Currently all other client info updates instantly if it is changed in XPM (eg: physical address). So why doesn't their changed email address automatically update Xero Blue?

    Betsy Kirk supported this idea  ·