Search for Xero Client by Xero Account Number

Status: Closed · Asked by Fusion on · 0 views

Fusion — Question ·

Any chance you get look into getting the ability to search Xero Client by Xero Account Number?

I have clients who run multiple companies and thus have multiple accounts with the same email.

This is problematic when searching for a client by email to update their account.

I appreciate you looking into this for me.

Pabblymember11 — Reply ·

Hey @Fusion

We have added the required "Xero: Search Contact by (Email or Account Number" action step in the Xeros' integration as per the requirement.

Kindly try this at your end and let us know if that works for you.

Fusion — Reply ·

Thank you so much!
This should work for our needs.

Back to all forum threads · Log in to reply