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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.

    Helen Bell supported this idea  · 
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    Helen Bell commented  · 

    With the sync turned on as instructed, it doesn't work.

    Invoices don't backfill the contact either, so reminders can't go out and no notification of failure is raised, just hidden in the invoice notes.

    Xero why are you leaving this so much more inefficient than it needs to be?