How contacts sync with Xero

Topic

Clients and suppliers sync with Xero contacts so you're not maintaining two address books. The sync is two-way, and Xero is treated as the source of truth.

Instructions

1. 1
   Connect Xero if you haven't already.

   Contact sync is part of the standard connection.

2. 2
   Push a client or supplier by using them on a document.

   When you push an invoice or PO, the contact is created or matched in Xero automatically.

3. 3
   Update details in Xero.

   If you change a contact's email or address in Xero, WorkshopMax reconciles it on the next sync.

4. 4
   Check the linked contact.

   Once linked, the client or supplier record shows it's connected to Xero.

Additional Information