Rent Logger

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Create a Xero contact

Use this when the agent is not already a contact in that Xero organisation. Linking a contact that exists is in Connect to an existing Xero contact.

1. Open the wizard

The same wizard opens after you add an agent, or from the agent’s Xero tab.

In the app

  1. Agents
  2. View Agents
  3. Open the agent
  4. Xero
  5. Connect to Xero

2. Create the contact

Choose the organisation, then create the contact from the details already on the agent.

  • Choose Create a new Xero contact, then Continue.
  • Review the details that will be sent, then click Confirm & create.
  • Rent Logger stays the source of truth. Later edits here are not overwritten by Xero.

3. Details used

The new contact uses the agent’s address, Xero contact details, and VAT settings.

  • If the wizard opened immediately after Add agent, fill those fields on the agent first if they are still blank, then confirm.
  • Registered / trading address becomes the postal address on the Xero contact.
  • Xero contact details include the main contact name, accounts email, and the default VAT rate for agent bills.