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The subsequent step in our journey in direction of a unified consumer file

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When you’re an accountant or bookkeeper, you’ll know that having constant data throughout your observe administration instruments is significant. That’s why we’re working arduous to create a unified consumer file throughout Xero Follow Supervisor (XPM), Xero Tax, and Xero HQ.

It will scale back double dealing with of information and provide you with confidence within the accuracy of your data, so you’ll be able to turn out to be extra environment friendly in your day-to-day work.

We all know our current consumer file sync in XPM and Xero HQ has prompted some points for patrons prior to now. So we’ve been working arduous to discover a answer that resolves these for you now, and in the long run.

Our work to improve the expertise that underpins our platform has been a recreation changer on this space. By eradicating the technical boundaries we confronted, we’ve been in a position to begin constructing options that get rid of duplicate data and provide a extra constant expertise throughout XPM and Xero HQ.

Whereas our groups are engaged on this answer, we’ve switched off the consumer sync characteristic for all new observe connections. However for those who at the moment have a consumer sync between XPM and Xero HQ, learn on to learn how this work impacts you.

Introducing a simplified consumer file sync

To consolidate your current XPM and Xero HQ consumer data, we first want to cut back the variety of fields which might be synced. It will assist us simplify your information in Xero HQ, in preparation for making a single consumer database in Xero.

From 25 July 2022 (August 15 2022 in Australia and New Zealand), the one fields that may sync between XPM and Xero HQ when a consumer file is edited can be first title, final title and date of delivery. 

Any updates to those fields can be synced between each instruments. E mail handle and enterprise construction will proceed to sync, however just one means from XPM to Xero HQ. The next fields will not sync between Xero HQ and XPM when a consumer file is up to date:

  • Road Handle
  • Postal Handle
  • Telephone
  • Fax
  • Web site
  • Title
  • Gender
  • Firm
  • Quantity (Registration Quantity/ACN)
  • Shopper Code (UK solely)
  • Enterprise Quantity (ABN/NZBN)
  • Center Title/Different Title
  • Supply Handle
  • Different Handle 

In case your consumer data are synced between XPM and Xero HQ, it’s best to add new purchasers to XPM first. When you add the brand new consumer to XPM, it’ll routinely create a consumer in Xero HQ. You may then create a Xero organisation from the consumer that exists in Xero HQ.

To replace current consumer data, we recommend doing this in XPM. There are extra fields accessible, which suggests extra data will move into Xero HQ. However if you wish to archive or merge a consumer, you’ll be able to solely do that in Xero HQ.

Unlocking extra worth out of your observe instruments

That is only the start of our work to create a unified consumer file 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 end result for you in the long term.

Our groups are additionally engaged on some new options we expect you’ll actually like, together with our newest enhancement to Xero HQ, which helps you to increase and collapse your consumer listing in Xero HQ, so you’ll be able to 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 achieve out for those who want help. If  you’d like to affix us on this journey and be one of many first to strive new observe instruments and options, we’d love you to turn out to be a Subsequent Gen Follow Insider.


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