This integration selects new Xero contacts and imports them to TMetric as clients.

Note: It does not import pre-existing Xero contacts to TMetric clients.

How to Set Up

  1. Select or create connections: Xero connection for Source and TMetric connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create TMetric clients from specific new Xero contacts, configure filters in the task editor.