How do you import a Contact in Xero that is a Supplier and a Client? : Workbench Support

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How do you import a Contact in Xero that is a Supplier and a Client? Print

Modified on: Thu, 1 Feb, 2024 at 2:45 PM

The integration supports a (Xero) Contact in Xero being either a Supplier or a Client in Workbench, but not both.

If it is both in Xero, it will only be flagged as a Client in Workbench. The workaround solution is to manually flag the (Workbench) Company as a Supplier after it has been imported into Workbench.

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How do you import a Contact in Xero that is a Supplier and a Client? Print

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