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

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    22 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone 👋 thanks for your feedback around the sync between Xero Practice Manager (XPM) and Xero Blue.

    You may have heard our Xero’s practice tools are evolving into one seamless platform with Xero Partner Hub. With focus on this new hub at present we want to be open that there are no changes for the sync between Client in practice tools and Contacts in your Xero organisation.

    This maybe something we look into in the longer term but want to be open it's not in the roadmap at present.

    We'll continue to keep a close eye on the support here, and share if there's any progress.

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    David Wang commented  · 

    I see that the feedback was initially raised on 28th April 2022 and acknowledged by the Xero Community Manager on 3rd May 2022. Since then, there has been a strong and ongoing appeal within the Xero community for improvements to the sync function between XPM and Xero Blue. However, Xero has yet to act on this issue. This has become a significant pain point for many Xero clients. Please listen to your loyal users and implement the necessary changes.

    David Wang supported this idea  ·