Enabling this feature will allow client information such as first names, surnames, client registration numbers (CRN), email addresses and residential addresses to sync from coreplus over to your Xero account.
It is vital to understand that this class of client information will be sent to data centres located outside of Australia and may put you in breach of the Privacy Act 1988
💡 In order for client information to sync over to Xero, your client will need to at least have one invoice created within their file
💡 The coreplus integration with Xero allows for a one way sync only: coreplus to Xero. Any changes made in your Xero account WILL NOT sync back to coreplus.
📝 A Xero account is required for this integration to work. Start a free trial with Xero today
- From your Dashboard, select Setup and then Add Ons
2. Select the Xero tile
3. Under the Sync client details with Xero dropdown menu, set it to Enabled
4. Click Save Settings
5. Within the confirmation pop up box, click Acknowledge
💡 Once this feature is enabled and client information is synced, disabling this option will not remove identifying client information from Xero. This will need to be removed manually
6. Once complete, you will see a Save successful message