Release notes 24/06/2025 Choose which customer data should be synchronised for invoice integrations

Choose which customer data to sync with CleanManager using new invoice integration settings

In this update, we introduced better flexibility for your invoice integration. It is now possible to enable/disable synchronisation for individual fields such as customer e-mail, phone no., and billing address.

These options give you better control over which customer details you want to synchronise to your invoice system. This functionality is available for the following integrations: QuickBooks, BusinessCentral, Uniconta, Sage, and Xero.

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See below what the new update looks like for Xero (note that appearance and functionality may vary depending on the specific integration):

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Find more information about setting up integrations here