Tags administration with connection to Xero

WKE

Hi!

We have an accounting connection to Xero which manages the import of the "customer" tags in Xero.

The issue is that Xero only classifies contacts as "customers" once they have actually made a payment and we therefore do not have the full list of the contacts available in Expensify. Some expenses are incurred in the pre-sales phase and the contact may never pay us an invoice despite the fact some costs were generated in the attempt to acquire the customer.

Is there a way for Expensify to import ALL contacts from Xero? Or to customise the import with a Xero contact group or something similar?

Leslie Rodriguez

Hi @WKE !

This is quite the conundrum. Expensify is only able to import customers if they are listed in Xero. How are you tagging pre-sales costs if not with customers? Maybe that is a tag that also would need to be imported?