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Customer synchronization setup for Xero

How do I set up customer synchronization between CleanManager and Xero?

Note:

To be able to set up the customer synchronization you need to have created an integration between CleanManager and Xero, see more in the article: Integration setup for Xero

 

If your integration is already set up for Xero, you can continue setting up the customer synchronization:

 

 

 

 

How to set up the customer synchronization to Xero

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Log in to CleanManager with the user type Administrator
 
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In the menu, click on Settings > Integrations
 
Hereafter, you can click on the button Customers in the top section

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Click on the Dropdown button and select Xero
 
Click on Save to complete the setup

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The synchronization is now completed, see the active Xero logo Xero_logo.png that has been assigned

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Continue to the article Customer synchronization

Here you can continue handling the synchronization of your customers.