Xero: Link Existing Customers

Previous Lesson: Nominal Ledger

Introduction

 

If you've been using Commusoft and Xero independently then you will have the same customers in both system.  The problem is that there is no link between these customer records and therefore when importing data from Commusoft to Xero, Commusoft will create a new customer record in Xero.  This duplication isn't ideal.  

 

To avoid this you need to 'tell Commusoft' that the customer already exists in Xero. To do this you need to get the Customer ID number from Xero and tell Commusoft to associate the Customer with this Number.

 

What if I imported my customers from my accounts package when I first setup Commusoft?

If you imported your customers from your accounting package into Commusoft when you first got setup with Commusoft then this process will have been done for you.

 

Get Customer ID

For linking existing customers from Xero to customers in Commusoft, you will first need the ID of the customer in Xero.  

Click on customer from your customer list as shown below.


The Customer ID is displayed in the URL. Copy this, as this number will be used to link the customer between Commusoft and Xero.



Link Customers

Next login to Commusoft and go to the customer record in Commusoft > Actions > Accounting Setup.  

Type in the ID and click save in the window that pops up. As shown below.

 

 

Next Lesson: Link Existing Suppliers

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