In case you’re an accountant or bookkeeper, you’ll know that having constant data throughout your observe administration instruments is important. That’s why we’re working onerous to create a unified shopper report throughout Xero Apply Supervisor (XPM), Xero Tax, and Xero HQ.
It will scale back double dealing with of information and offer you confidence within the accuracy of your information, so you may turn out to be extra environment friendly in your day-to-day work.
We all know our current shopper report sync in XPM and Xero HQ has brought about some points for purchasers previously. So we’ve been working onerous to discover a resolution that resolves these for you now, and in the long run.
Our work to improve the know-how that underpins our platform has been a sport changer on this space. By eradicating the technical limitations we confronted, we’ve been capable of begin constructing options that eradicate duplicate information and provide a extra constant expertise throughout XPM and Xero HQ.
Whereas our groups are engaged on this resolution, we’ve switched off the shopper sync function for all new observe connections. However should you at the moment have a shopper sync between XPM and Xero HQ, learn on to learn how this work impacts you.
Introducing a simplified shopper report sync
To consolidate your current XPM and Xero HQ shopper information, we first want to scale back the variety of fields which can be synced. It will assist us simplify your knowledge in Xero HQ, in preparation for making a single shopper database in Xero.
From 25 July 2022 (August 15 2022 in Australia and New Zealand), the one fields that can sync between XPM and Xero HQ when a shopper report is edited might be first title, final title and date of beginning.Â
Any updates to those fields might be synced between each instruments. Electronic mail deal with and enterprise construction will proceed to sync, however just one means from XPM to Xero HQ. The next fields will now not sync between Xero HQ and XPM when a shopper report is up to date:
- Avenue Tackle
- Postal Tackle
- Cellphone
- Fax
- Web site
- Title
- Gender
- Firm
- Quantity (Registration Quantity/ACN)
- Consumer Code (UK solely)
- Enterprise Quantity (ABN/NZBN)
- Center Identify/Different Identify
- Supply Tackle
- Different TackleÂ
In case your shopper information are synced between XPM and Xero HQ, you must add new purchasers to XPM first. When you add the brand new shopper to XPM, it should robotically create a shopper in Xero HQ. You may then create a Xero organisation from the shopper that exists in Xero HQ.
To replace current shopper data, we recommend doing this in XPM. There are extra fields accessible, which implies extra data will circulation into Xero HQ. However if you wish to archive or merge a shopper, you may solely do that in Xero HQ.
Unlocking extra worth out of your observe instruments
That is just the start of our work to create a unified shopper report throughout our observe instruments. We all know these modifications could take some getting used to, however we imagine that taking the time to do it proper will imply a greater consequence for you in the long term.
Our groups are additionally engaged on some new options we predict you’ll actually like, together with our newest enhancement to Xero HQ, which helps you to develop and collapse your shopper checklist in Xero HQ, so you may fill your display screen and see all columns on the one web page.
We’ll proceed to maintain you up to date, and encourage you to succeed in out should you want help. If you’d like to hitch us on this journey and be one of many first to attempt new observe instruments and options, we’d love you to turn out to be a Subsequent Gen Apply Insider.