Overview
Once you have connected your SmartDocs 360 account with Xero, you can add new Contacts in Xero through SmartDocs 360. Syncing SmartDocs 360's contacts with Xero will create the same contact in Xero, simplifying the process of publishing documents into Xero.
Instructions
| 1. Select an Entity from the Entities screen |
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| 2. From the Main Toolbar, go to Contacts |
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| 3. Select Add Contact, then select either Supplier or Customer |
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| 4. Once the Contact has been created, select Sync Contacts from the Contacts screen |
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Contact Details
Enter the details of the Contact into the relevant fields. Once completed, select Save.
Please ensure that the Sync this contact to Xero toggle is turned on to enable the Xero syncing feature.