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Xero


Connect OkaySend with Xero to automatically import and export contacts.


Xero (Accounting)

Connect a Xero organisation, then choose when contacts are imported or exported.

Import contacts

Bring contacts from this Xero organisation into OkaySend. New contacts are added as clients, and contacts already linked to a client are updated.

When should contacts be imported automatically? *

✓ Settings saved
Save

Enabled

Export contacts

Send OkaySend clients to this Xero organisation as contacts. New clients are added as contacts, and clients already linked to a contact are updated.

When should contacts be exported automatically? *

✓ Settings saved
Save

Enabled