Installation Company ERP / CRM



When importing customer invoices, Xero only uses the customer name to decide which customer record inside of Xero to assign the invoice to. Therefore, if you had two Mr & Mrs Smith’s in your import, even though they may be at different addresses, Xero will import those into one customer record as it only matches the customer name. 

To assist with this issue, we have updated the Xero Customer Invoices Export to include a unique identifier within the contact name column of the export. This is to ensure that when your customers get exported to Xero, there are no alternative customer invoices going into another customer’s record. Please see examples below of how this will now appear inside the export.

For those of you already using the export, you need to check any customers that have already been created in Business Pilot and exported to Xero, where invoices are still to be exported. A manual amendment will need to be made to the export or to Xero in order for the customers to match both sides before the export is done. This is to ensure that Xero doesn’t create a second customer.

Business Pilot has a continual development cycle, and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.

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