1. Connectors
2. Xero Contacts

SyncPenguin's connector for Xero contacts

Sync your Xero contacts two-way or one-way with other apps and services

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Customer and supplier details are often kept in several places: Xero for invoicing, a CRM for sales, and Outlook or Google for daily communication. Re-typing the same contact into each app takes time, causes typos, and leaves outdated phone numbers and addresses behind. SyncPenguin connects Xero with your other tools so that a contact added or updated in one place appears correctly everywhere else. Your team works with current information, and invoices go to the right people.

How does it work?

The Xero Contacts connector links the customers and suppliers in your Xero organization with the other apps your business uses, such as Google Contacts, Outlook, Microsoft 365, HubSpot, QuickBooks and popular CRMs. Set up a one-way or two-way sync, and SyncPenguin keeps names, emails, phone numbers, addresses and account numbers up to date automatically. You decide which contacts sync and how fields map using a no-code interface, so your accounting and the rest of your business share the same contact details without manual data entry.

What can Xero contacts be synced with?

ActiveCampaign

Contacts

Attio

Contacts

Capsule CRM

Contacts

Copper CRM

Contacts

Exchange On-Premises

Contacts

Freshdesk

Contacts

Freshsales CRM

Contacts

Google

Contacts

HubSpot

Contacts

iCloud

Contacts

Mailchimp

Contacts

Method CRM

Contacts

Microsoft 365

Contacts

Microsoft 365 GAL

Users and org. contacts

Nimble CRM

Contacts

Notion

Contacts

Outlook

Contacts

Pipedrive

Contacts

Quickbooks

Contacts

Salesflare

Contacts

Salesforce

Contacts

SendGrid

Contacts

Shopify

Customers

Square

Customers

Xero

Contacts

Zoho CRM

Contacts

Popular real-world use cases

• 
  Publish all Xero customers and suppliers to the Microsoft 365 Global Address List so every employee can find them in Outlook.

  
• 
  Two-way sync Xero contacts with Google Contacts so business owners always have up-to-date customer phone numbers on their Android phones.

  
• 
  Sync Xero suppliers to the Outlook Contacts of your purchasing team so they can quickly email and call vendors.

  
• 
  Automatically create Xero contacts from HubSpot contacts once a deal is won, so the finance team can invoice new customers right away.

  
• 
  Keep QuickBooks Customers and Xero contacts in sync while migrating between accounting systems or running separate entities on each.

  
• 
  Add Xero customers to a Mailchimp audience automatically, filtering out suppliers, to send newsletters and promotions to paying clients.

  
• 
  Push new Pipedrive or Zoho CRM contacts into Xero so sales and accounting share one accurate customer list.

  

  
• 
  Create Xero contacts from Shopify and Square customers to simplify invoicing and bookkeeping for repeat buyers and wholesale clients.

  

  
• 
  Sync Xero customers with Microsoft 365 Contacts for selected employees across your tenant, so account managers see client details on any device.

  
• 
  Sync key Xero clients to Apple iCloud Contacts so they appear on your iPhone with caller ID and up-to-date addresses.

  

Key features

Customer & Supplier Filters

Sync only customers, only suppliers, or any group you define, using Xero's customer and supplier status in no-code filters.

Smart Contact Naming

SyncPenguin builds Xero contact names from company and person names and resolves duplicate-name conflicts automatically, so new contacts are still created.

Safe Archiving

When a contact is removed, it is archived in Xero instead of being permanently deleted, so your accounting history stays intact.

Multi-Organization Support

If you manage several Xero organizations, choose exactly which one each sync should use.

Complete Contact Details

Sync emails, work, mobile and fax numbers, postal and street addresses, and account numbers, not just names.

Affordable & Scalable

With SyncPenguin you only pay for changes to your data, regardless of how many contacts you initially have, or will have in the future.

Supported fields

First name Last name Contact / company name Email address Phone numbers (work, mobile, fax) Addresses (postal, street) Website (read-only) Is customer Is supplier Account number

Things to note

• One email address is synced per contact (the contact's primary email in Xero). Additional contact persons stored under a Xero contact are not synced.
• Up to three phone numbers are synced: work, mobile and fax. Numbers are synced as a single full phone number rather than separate country and area codes.
• Two addresses are synced per contact: the postal address (mapped as work) and the street address (mapped as home).
• Xero does not allow contacts to be permanently deleted. When a deletion is synced, the contact is archived in Xero, which keeps your invoices and history safe.
• Xero requires every contact name to be unique. If a name already exists, SyncPenguin adds the person's name in brackets after the company name so the contact can still be created.
• The website field is synced from Xero to other apps only.
• Xero sets the customer and supplier status automatically based on invoices and bills. These fields are best used for filtering rather than being set from another app.
• Custom fields are not supported, because Xero contacts do not offer custom fields.
• Changes are picked up during periodic sync runs rather than instantly. Very large initial syncs may take longer because SyncPenguin respects Xero's API rate limits.
• Each connection syncs contacts from one Xero organization. To sync several organizations, add a connection for each one.

PRIVACY FOCUSED

We value your privacy

At SyncPenguin, we respect and protect the data we sync

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Frequently Asked Questions

Can I sync Xero contacts with Outlook or Google Contacts?

Yes. SyncPenguin can sync Xero contacts one-way or two-way with Outlook, Microsoft 365, Google Contacts, Apple iCloud and many other apps. You can also publish Xero contacts to your Microsoft 365 Global Address List.

Can I sync only customers or only suppliers from Xero?

Yes. With SyncPenguin's no-code filters, you can sync only customers, only suppliers, or contacts that match other conditions, such as having an email address or a specific account number.

What happens in Xero when a contact is deleted in another app?

Xero does not permit permanent deletion of contacts, so SyncPenguin archives the contact instead. Your invoices and transaction history stay intact. You can also turn off deletion syncing or add deletion rules.

How does SyncPenguin handle duplicate contact names in Xero?

Xero requires unique contact names. If a name is already taken, SyncPenguin creates the contact as 'Company (First Last)', so the sync continues without errors or duplicates.

Can I connect Xero to HubSpot, Pipedrive or Zoho CRM?

Yes. SyncPenguin supports many CRMs, including HubSpot, Pipedrive, Zoho CRM, Salesforce, Capsule and Copper. You can, for example, automatically create Xero contacts from CRM contacts so your finance team can invoice new customers quickly.

I have several Xero organizations. Can I choose which one to sync?

Yes. After connecting your Xero account, you can select the organization to sync. To sync multiple organizations, simply add a separate connection for each.

Will my existing Xero contacts be duplicated when I start syncing?

No. When starting a sync, you can choose an initial merge that matches existing contacts on both sides to avoid duplicates. Alternatively, you can sync only new changes from that point on.

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About Xero

Xero is a cloud-based accounting platform used by millions of small and medium-sized businesses, accountants and bookkeepers worldwide. It handles invoicing, bills, bank reconciliation, payroll, inventory and financial reporting. Xero Contacts holds the customers and suppliers a business transacts with, including their contact details, addresses and account numbers.

Official website: https://www.xero.com/