Link Elements client record and Xero client record
Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
Thanks for logging this James, we certainly want to upgrade the Xero sync to allow for existing clients to be connected / mapped. It's not something we're actively working on but let's see how many votes this gets.
Thanks for logging this James, we certainly want to upgrade the Xero sync to allow for existing clients to be connected / mapped. It's not something we're actively working on but let's see how many votes this gets.