How do I set up customer synchronization between CleanManager and Xero?
Note: To be able to set up the customer synchronization you need to have created an integration between CleanManager and Xero, see more in the article: Integration setup for Xero |
If your integration is already set up for Xero, you can continue setting up the customer synchronization:
How to set up the customer synchronization to Xero
Log in to CleanManager with the user type Administrator | |
In the menu, click on Settings > Integrations | |
Hereafter, you can click on the button Customers in the top section | |
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Click on the Dropdown button and select Xero | |
Click on Save to complete the setup | |
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The synchronization is now completed, see the active Xero logo that has been assigned |
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Continue to the article Customer synchronization
Here you can continue handling the synchronization of your customers.
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