Settings and activity
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4 votes
Appreciate the feedback on invoice import notifications. Hearing how a prompt for new contacts could help keep your monthly utility billing clean and avoid unintentional duplicates is really useful.
We’ve moved this idea to Gaining support, so the community can now vote and share their own experiences. Any extra context about how this impacts your workflow would be helpful for others reading along.
We’ll share any updates here as the idea progresses.
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Niamh Gunning
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11 votesNiamh Gunning
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An error occurred while saving the comment Niamh Gunning
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As we use external booking software and provide customers with discounts in monetary value, it’s very important that we can import that data as a numeric amount rather than a percentage. Otherwise, we would need to manually convert every transaction before importing. The more preparation required before import, the greater the workload — which defeats the purpose of a bulk import.
When doing a bulk import on sales import there should be a function to include a unique code to prevent the duplication of accounts. Example:
In the event of an import containing a 'Contact Name' eg. 'AA Locks' but the actual account in Xero is 'AA Locksmith' Xero currently imports the incorrect contact as a new account so I end up with duplicate accounts. If the Contacts Unique ID was part of the import it should match or reject if incorrect....