FAQs

No, Xero does not automatically update or post new customer information to TidyStock. However, TidyStock can retrieve customer information from Xero in the following ways:

• Manual Import: You can manually import new contacts from Xero into TidyStock using the "Import From Xero" feature.
  
  OR
  
  
• First Sale Check: When a customer is first created in TidyStock and a sale is made, TidyStock will check if a contact with that name exists in Xero and will map to it accordingly.

It's important to note that there is no automatic synchronization between Xero and TidyStock for existing customer information. Additionally, contact details that appear on an invoice in TidyStock will reflect the data stored in Tidy, even if the corresponding contact in Xero has different details. TidyStock may also hold more detailed contact information for a customer compared to Xero.

If you have specific fields or details in mind that need to be updated, please let us know, and we can explore potential solutions.