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Push notes into Xero

How to have your CreditorWatch Collect notes added into Xero

Updated over a year ago

Whenever a note is added to a contact or an invoice, a copy of that note will also be pushed to Xero.

  1. Sign into your CreditorWatch Collect account,

  2. Click your business name then,

  3. Select Settings.

  4. Choose Integrations (shown below)

5. Click Updates Settings

6. Check the Push notes to Xero box then,

7. Click Update

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