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start:add_ons:xero:setup_new [2018/07/20 11:50] – Troy | start:add_ons:xero:setup_new [2023/12/13 15:33] (current) – Troy | ||
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===== Creating contacts ===== | ===== Creating contacts ===== | ||
- | Create 12 Contacts within Xero to align with the possible 12 tender options | + | Create 12 Customer |
Assign an Account Number for each contact | Assign an Account Number for each contact | ||
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After completing the above process, you should now be setup to begin exporting information from CloudHQ to Xero | After completing the above process, you should now be setup to begin exporting information from CloudHQ to Xero | ||
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