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Improvement
2 weeks ago

Xero Integration — Option to Exclude Contacts from Synchronisation

Xero synchronisation can now be set up to skip specific Contacts, instead of syncing every Client and Firm by default.

  • Skip Contacts that match defined criteria — for example, Site-type contacts that aren't billing entities
  • Set separate exclusion rules for Individual and Business Contacts
  • Integrations with no exclusion rules configured keep syncing exactly as before

This gives you more control over exactly what's synchronised with Xero — useful wherever Contacts are managed independently in each system rather than kept perfectly mirrored.

⚒️ Activation required by Archdesk Support Team.