Articles on: FAQ's

How do I match the Xero contact's name to be a company's name?

If you sell B2B, odds are you have orders being made by company accounts and partners. It makes sense to ensure that contacts created for those customers on Xero reflect the company name.

With this setting, Reconcilely will automatically set the contact name on Xero to the company name if it is present in the billing details of the order.

If it is not available, it will default to the usual first and last names for the contact.

You can access this new setting in the Order Settings.

Only available if you've configured Reconcilely to 'Create Xero Contacts.'

Updated on: 08/08/2022

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