How do I specify which Contact details get synced to Xero?

Using a Autotask contact UDF value to specify which Autotask contact is sync'd to a Xero customer.

To assist our sync tool in selecting the correct Autotask contact we recommend setting up the UDF field below. If you need support setting this up please contact our support team.

Navigate to User-Defined Fields in Autotask

Now select the Contacts Tab

Then click the New button

Option A: Free Textbox Setup

Now using the example below fill in the details - leave default value and variable name blank

1. Name = Position
2. Active = Ticked
3. Field Type = Text (Single Line)

If you would like to use a dropdown list, please see option B below.

Or Option B: Dropdown list (Recommended)

This example is an alternative option if you want to use a dropdown list instead. So long as the Name = Position and the Value = Accounts.

Description and display value can be whatever makes sense in your business environment. You can populate this list with other variables if you wish it will not interfere with the sync.

Now your UDF is setup, you can now apply the "Accounts" position to your contact.

From the Autotask CRM, find your Account - in the example below we are using ABLE.

Click the link to bring up the Account window.

Click on the more toggle > then select Contacts

Find the contact that you want to send invoices to in Xero. Please only apply this to 1 contact per account.

Right click and select Edit Contact

Select the User Defined tab and select the Xero Invoice Contact under Position. Click Save and you are done!

Option A

Option B