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.