Contact linking with Xero (Clients)
The first time an invoice is created or client money is withdrawn/deposited on a matter you will need to link the InTouch contact with Xero.
Supplier contacts are handled differently so you don't have to link them.
Linking a contact with Xero
- Select 'Edit' on the contact card
- Select 'Link Contact with Xero'
- A suggested name will be provided
- Confirm or amend the pre-populated name
This name will be used on the invoice. If the invoice needs to be addressed to two contacts, provide both names within the Xero contact name field.
- InTouch will search Xero for any matching entries
- If the contact exists within Xero, select 'Link'
- If the contact does not exist within Xero, select 'Create New'
- Save
Once linked, the client will be connected to Xero on any subsequent transactions they have with you.
Delinking contacts
To delink an InTouch contact from Xero
- Open the contact card on InTouch
- Select 'Delink'
Contact name changes in Xero
If you link a contact and receive a message that the contact doesn’t exist, it may be that the contact name has been changed on Xero.
If this is the case, you will need to:
- Delink the contact on InTouch
- Re-link to the updated Xero contact
- or Create a New Contact
- Save
Contact Syncing
When you perform an action involving a linked contact, the following information will be pushed to the Xero contact;
- Forename
- Surname
- Correspondence Address Line 1
- Correspondence Address Line 2
- Correspondence Address City
- Correspondence Address County
- Correspondence Address Postcode
The above information has to be filled in on the InTouch contact's contact card.
