Home → Integrations → Xero → Setup - Xero Contacts
5.4. Setup - Xero Contacts
As part of your onboarding to Xero, you will be asked to export your current list of Contacts in Xero.
This exercise is to map your Contacts in Xero to your Primary records (Companies) in RubiCRM.
Exporting your Xero Contacts will provide your Contacts in a CSV file which can be provided as part of your setup form.
Follow our video below on exporting your Contacts in Xero.
Why do we need your Xero Contacts?
Corresponding records in Xero must have a matching ID between RubiCRM and Xero to allow the two systems to communicate.
It is vital that the ID’s match exactly or items to invoice may be assigned to an incorrect record.
Once integration is completed, new Contacts will be added and updated directly from your RubiCRM system.
Contacts added manually to Xero must have the corresponding RubiCRM ID to be part of the integration or RubiCRM will create an extra Contact in Xero.