Setup
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      1. Cloud Depot Knowledge Base
      2. Product - Autotask to Xero (My Accounting Toolbox)
      3. Setup

      Additional People support in Xero Contacts

      This article explains how to support the population of the additional people in Xero

      Before you get started, please ensure that you have configured the contact UDF, if you haven't done so already.

      Please Note: This feature is not yet available to all our customers, its currently being rolled out in stages, please contact our support team to check you are on our latest sync version to receive this functionality.

      1. Navigate to User-Defined Fields In Autotask and find the Position UDF that you have setup.

      Autotask - > User Admin -> Features & Settings -> Application-Wide Features -> User-Defined Fields

      2. Add an additional value to the list

      Display Value = Any text you wish to use in our example we use Xero Contact Included Person

      Stored Value = AccountsIncludedPerson (*required, don't use any other value)

      Save your settings and close

      3. How to configure the option in Autotask

      Locate the contact you wish to designate as an included person in the Xero contact in Autotask and apply.

       

      Notes & Limitations

      • The synchronization process does not support the removal of included persons. Therefore, if an individual is taken off the list after it has been added to Xero, that individual will remain in Xero and will not be deleted.
      • The synchronization process is unable to delete any included persons that you have manually added to Xero.
      • If the email address for a contact in Autotask changes, the synchronization process will attempt to match the contact using their first and last name in Xero. If both names match, the system will update the email address accordingly. However, if the first and last names do not match, a new contact entry will be created in Xero with the updated email address.
      • The email address serves as the primary identifier; therefore, any updates made to the first or last name will be synchronized and reflected in Xero.
      • This feature is activated only when a new primary contact is created or if you have selected the option in Cloud Depot to update the Xero contact during the invoice synchronization process.
      • Please note this feature is not yet available for all of our customers, please contact our support team if you require this feature.