--- title: Autotask to Xero Contact Report description: A report can be generated that finds issues mapping your Autotask companies and contacts to Xero --- [Skip to content](https://kb.clouddepot.com/knowledge/autotask-to-xero-contact-report#main-content) English Show submenu for translations ![CoudDepot\_LOGO\_RGB.png\]](https://kb.clouddepot.com/hs-fs/hubfs/CoudDepot_LOGO_RGB.png?height=40&name=CoudDepot_LOGO_RGB.png) - [Read Our Blog](https://blog.clouddepot.com/) Open main navigation Close main navigation - [Read Our Blog](https://blog.clouddepot.com/) - English Show submenu for translations - [Go to clouddepot.com](https://www.clouddepot.com/) [Go to clouddepot.com](https://www.clouddepot.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Cloud Depot Knowledge Base](https://kb.clouddepot.com/knowledge?hsLang=en) 2. [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en) 3. [Troubleshooting](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#troubleshooting) # Autotask to Xero Contact Report ## A report can be generated that finds issues mapping your Autotask companies and contacts to Xero Autotask to Xero -\> Configuration -\> Sync Audit Tools | Austotask & Xero Customers To run the report To initiate the report, simply click on the "Run Report" button. Keep in mind that this report may take some time to complete. If it exceeds 30 minutes and times out, our support team can assist you by running it manually. Note: This report can take a long time to run especially if you are running multi-accounts. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-25-2024-10-39-12-7468-PM.png?width=461&height=152&name=image-png-Apr-25-2024-10-39-12-7468-PM.png) When running the report, it will download all your Autotask (accounts receivable) companies and then identify matching companies in Xero. The default setting for company name matching is case sensitive, unless you have chosen in Xero options not to use case sensitivity. Alternatively, if you have opted to use Autotask company numbers as the primary search method, the report will utilize that information for matching.  ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-25-2024-10-43-19-6938-PM.png?width=494&height=53&name=image-png-Apr-25-2024-10-43-19-6938-PM.png) **TIP** At any time you can use the search box to filter keywords(below).    #### Key Words **No Match** This indicates that the Xero customer is not located in Xero. It could be due to non-existence, a different name, or if the Autotask/Xero company number matching is enabled, there are no matching company numbers. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-25-2024-10-48-41-8802-PM.png?width=670&height=211&name=image-png-Apr-25-2024-10-48-41-8802-PM.png) **Not Found** This indicates that a match was found between the Autotask and Xero customer (meaning the company exists in both platforms), but the UDF position "Contact" has not been set up for the contacts. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-25-2024-10-51-33-7250-PM.png?width=575&height=102&name=image-png-Apr-25-2024-10-51-33-7250-PM.png) **Link** If a match is found between the Autotask and Xero customer (meaning the company exists in both platforms), but the UDF position "Contact" is not set up, you will see a note indicating "Link" in the notes section. This indicates that the row is eligible for Autotask Contact CSV Export (see Notes below for more information). ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-25-2024-10-51-17-3607-PM.png?width=670&height=61&name=image-png-Apr-25-2024-10-51-17-3607-PM.png) **CSV Export** Warning: Bulk imports of data into Autotask has the ability to make major system changes, please familiarise yourself with the Autotask rollback feature. **It is your responsibility to verify that any files you import into Autotask are correct.** **It is essential to carefully review and validate the exported CSV file before importing it into Autotask. We recommend starting with a smaller subset of data to ensure accuracy. If you have any uncertainties, it is best to refrain from using this tool until you are confident in your data.** ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-25-2024-10-56-06-1169-PM.png?width=482&height=165&name=image-png-Apr-25-2024-10-56-06-1169-PM.png) The Autotask Contact CSV Export feature enables you to upload a CSV file into Autotask, allowing you to either create new contacts or update existing ones, depending on your selection during the upload process. The data is sourced directly from your Xero account, meaning it is crucial to ensure that your Xero information is both accurate and current. The items marked as "Link" in the report represent suitable matches for upload. These correspond to Autotask companies that align with Xero customers based on their names and have a valid contact in Xero. However, either the Autotask contact does not exist, or the UDF position for the contact has not been selected. ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Feb-07-2025-02-16-24-6340-AM.png?width=670&height=65&name=image-png-Feb-07-2025-02-16-24-6340-AM.png) Importing into Autotask You will be presented with two options (the graphic does not indicate which option we recommend) ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Feb-07-2025-02-20-10-8746-AM.png?width=350&height=105&name=image-png-Feb-07-2025-02-20-10-8746-AM.png) **Select the option that best fits your dataset. Please note that the graphic above does not indicate which option we recommend.** If *Do not update or import existing contact*  is selected Autotask will **only create new contacts** if there are no existing contacts for the Autotask company that match the email address, first name, or last name. If *Update existing contact* is selected Autotask will **update any existing contacts found and apply the position UDF to them**. If no existing contacts are located, it will **create a new contact instead**.   **Autotask** Admin -\> Features & Settings -\> Contact Import ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Apr-25-2024-10-57-58-0265-PM.png?width=670&height=215&name=image-png-Apr-25-2024-10-57-58-0265-PM.png) ![](https://kb.clouddepot.com/hs-fs/hubfs/image-png-Feb-07-2025-02-27-14-8531-AM.png?width=670&height=223&name=image-png-Feb-07-2025-02-27-14-8531-AM.png) (the graphic does not indicate which option we recommend) - [Product - Autotask to Xero](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#getting-started) - [Setup](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#setup) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-autotask-to-xero?hsLang=en#troubleshooting) - [Product - Recurring Payment Service (RPS)](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#main-content) - [Getting Started](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#getting-started) - [Customers & Invoices](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customers-invoices) - [Payment Rules & Auto Pay](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-rules-auto-pay) - [Customer Portal](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#customer-portal) - [Surcharges](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#surcharges) - [Payment Gateways](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#payment-gateways) - [Troubleshooting](https://kb.clouddepot.com/knowledge/product-recurring-payment-service-rps?hsLang=en#troubleshooting) - [Product - HostedPay](https://kb.clouddepot.com/knowledge/product-hostedpay?hsLang=en) - [Integrations](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#main-content) - [Xero](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#xero) - [Autotask](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#autotask) - [HaloPSA](https://kb.clouddepot.com/knowledge/integrations?hsLang=en#halopsa) - [Support, security & updates](https://kb.clouddepot.com/knowledge/support-security-updates?hsLang=en) - [Billing and Accounting](https://kb.clouddepot.com/knowledge/billing-and-accounting?hsLang=en) - [Setting up Cloud Depot](https://kb.clouddepot.com/knowledge/setting-up-cloud-depot?hsLang=en) - [Cloud Depot Status and Contacting Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#main-content) - [View Service Status](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#view-service-status) - [Support](https://kb.clouddepot.com/knowledge/cloud-depot-status-and-contacting-support?hsLang=en#support) - [Sync Customization Documentation](https://kb.clouddepot.com/knowledge/sync-customization-documentation?hsLang=en) - [Read Our Blog](https://blog.clouddepot.com/) # Cloud Depot Cloud Depot Help Center Copyright © 2026, Cloud Depot