Tags administration with connection to Xero

WKEWKE Expensify Customer Posts: 1

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?

Answers

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