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Connect to an existing Xero contact
Use this when the agent already has a contact in Xero, so later invoices and statements stay on that same record. Creating a contact from the agent instead is in Create a Xero contact.
1. Open the wizard
The wizard opens after Add an agent. You can also start it from the agent.
In the app
- Agents
- View Agents
- Open the agent
- Xero
- Connect to Xero
2. Choose the organisation
Pick the Xero organisation that already holds the contact, then continue.
- An agent can have one linked contact per organisation.
- If no organisations appear, connect Xero first. That is in Connect Xero.
3. Search and select
Choose Link to an existing Xero contact, then search by name or email.
- After you select a contact, Also import their details into Rent Logger now is optional. It copies matching fields once, for migration.
- Click Review & continue to compare Rent Logger with the Xero contact before you confirm.
4. Confirm the link
Check the comparison, then click Confirm link.
- Rent Logger stays the source of truth after the optional import. Later edits here are not overwritten by Xero.
- Extra named people on the agent are not this main contact. They are covered in Additional contacts.