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Create new Xero Contact from FreshBooks Client

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

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

How to Set Up

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

Tips

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