Create Timely Client from Xero Contact

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

How to Set Up

1. Select or create connections: Xero connection for Source and Timely connection for Target.
2. Specify the id of the Timely account to add clients for:
   1. Open the import task.
   2. In Mapping Definition of your import task, for the AccountId field, specify the Id of your Timely account instead of 12345.
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

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