Datagate: Sync Xero Customers
Written by Marissa Orsini
Updated at May 6th, 2024
Table of Contents
Scope
Intended Audience: White Label Partners
The following steps will show you how to sync your Quickbooks Online customers with Datagate
Requirements:
- Access to Datagate
- Set Up Xero Integration
Customer Sync Prerequisite
- To filter customers that will be imported into Datagate – Create a Contact Group called “Datagate” and assign that to all the customer contacts in Xero.
- The screenshot below shows where the Contact Group should be created in Xero. A new group called “Datagate” needs to be added.
- If there is no Datagate group in Xero the Customer sync will import ALL Customers.
- The screenshot below shows where the Contact Group should be created in Xero. A new group called “Datagate” needs to be added.
- For brand-new partners, the above is all that is needed to sync customers.
- For partners with customers in Datagate and Xero
- Ensure the Customers Name in Datagate is Identical to the Customer Name in Xero.
Customer Sync Process
- Log in to Datagate
- Click to Customers
- Click on the Sync Logo
- Click on Xero Sync Icon with the red pause icon
- The Xero login screen will open - Enter your Xero information and click Log In
- The Xero Icon in the Customers screen should have a green check icon
- Click the Xero Icon again and click Confirm to import customers.
Your Xero customers should now be synced with Datagate