Xero imposes a limit of 5000 contacts being created and stored. Klipboard though has no limit to the number of Clients, Client Locations and Suppliers.

Things to Know

  • Contacts and Suppliers from Xero will sync to Klipboard clients and suppliers upon first time connection/sync. Going forward the sync for Contacts / Clients / Suppliers on Klipboard is two way

  • Client Sub Locations / Site Locations from Klipboard sync to Xero Contacts. Clients and Client Locations created in Klipboard are created equal in Xero as Contacts as Xero does not have a two-tier hierarchy (parent and child). To help you to recognise the difference we prefix the name of the parent Client to the sub Client Location Name.

  • Going forward the sync for Client or Supplier Sub Locations / Site Locations on Klipboard is one way, therefore always create or edit your Client Sub Locations / Site Locations on Klipboard

  • Suppliers from Xero will sync to Klipboard clients upon first time connection/sync. Going forward the sync for Contacts / Suppliers on Klipboard is two way

  • Xero has specific rules regarding contacts that are created. All contacts created and synced to Xero must have the following: Unique name, Unique Telephone number, Unique Mobile number (if applicable), Unique Email address. Therefore these rules apply to all Clients, Client Sub Locations and Suppliers you create on Klipboard to ensure that they sync to Xero.

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