Xero contacts import
Preview and import Xero contacts as clients, and create a Xero contact from a Fedix client.
The problem it solves
Seeding a client book from Xero by hand takes days.
How it works
- Preview Xero contacts.
- Import the ones that are clients.
- Create Xero contacts from Fedix clients when needed.
What your practice gets
- Client book seeded from Xero.
- Preview before import.
- Both directions supported.
Questions accountants ask
Can I preview before importing?
Yes.
Can I push a client to Xero?
Yes, as a new Xero contact.
Will it create duplicates?
Preview first, and merge duplicates if any arise.
Related features
Features that work alongside xero contacts import.
Xero connection
Connect and disconnect Xero, and see connection status, budget and health, with a daily check that the connection is still working.
Xero invoice sync
Import and sync Xero invoices regularly, and push a Fedix invoice to Xero after a preview and your confirmation.
Xero items, accounts and tax rates
Fetch Xero items, accounts and tax rates, import items, and see a log of sync events.
Confirm before writing to Xero
Every change Fedix would make in Xero is confirmed by a person in a confirmation dialog first.
Xero Practice Manager client sync
Import, add, update and merge clients with Xero Practice Manager, compare records, sync archiving and repair stale links.
Automatic updates from Xero Practice Manager
Changes made in Xero Practice Manager arrive in Fedix regularly, with automatic retries for anything that fails.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.