If you use Xero with your CRM, you can now decide exactly which contacts get pulled in and where they should appear. That means less clutter, cleaner records, and a contact list that’s actually useful for running your business.

📌 Why This Matters

When accounting contacts automatically flow into your CRM, it can create a messy contact list fast. Suppliers, vendors, and other non-customer records can end up mixed in with real customers and leads, making it harder to find the right people and trust your data.

With contact sync controls, you can keep your CRM focused on the relationships that matter most to your business. You decide whether to bring in all contacts, only customers, only suppliers, or specific contact groups. You can also choose to keep suppliers separate from your main contact list.

✨ What’s New

• Choose which contacts sync: Select all contacts, only customers, only suppliers, or one or more specific contact groups from Xero.
• Separate suppliers from customer records: Route suppliers into business records instead of mixing them into your standard contact list.
• Keep your existing setup unchanged: Your current sync behavior stays the same unless you update these settings yourself.
• Cleaner data for day-to-day work: A more organized CRM makes it easier to search, follow up, and manage customer relationships.

🛠️ How to Use It

1. Step 1: In your CRM, go to Payments, then Invoices & Estimates, then Accounting Sync.
2. Step 2: Open the connected Xero account settings by clicking Manage.
3. Step 3: Choose Which contacts to sync and select the option that fits your business: all contacts, only customers, only suppliers, or specific contact groups.
4. Step 4: Choose How suppliers are handled and decide whether they should stay in contacts or be split into business records.
5. Step 5: Save your settings. The next sync will use your updated preferences.

📎 Good to Know

• This setting is currently available on web only.
• These sync controls apply to Xero only.
• If you choose to split by type, suppliers will go into business records instead of your standard contact list.
• If you want to filter by contact groups, those groups need to already exist in Xero.
• If you do nothing, your current sync setup will continue as-is.

💡 Pro Tip

Keep only customer-related contacts in your main CRM list so your team can spend less time sorting records and more time following up with people who are most likely to buy.