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

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    14 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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    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  ·