Creating New Xero contacts from CRM contacts

Creating an Xero Contact from a CRM Contact

• In CRM go to Contacts and find the Company that you want to link to Xero

• Click the Sales and Purchases tab

In order to sync a contact over to Xero there are some required fields that need to be filled in these are:

• An Invoice Address (created under the Contacts & Addresses tab)

  • The Invoice Address requires some fields:

  • Name

  • Phone

  • Email

Warnings will be raised to let you know which fields are missing when trying to create the Xero contact.

Once the Xero Contact has been created it will show a “Sync Xero Balance and Status” button which as suggested by the button text gets the Xero Contact’s Balance and Status.