SheepCRM needs to be connected to Xero before you can follow this guide.

If you need to share a contact between sheepCRM and Xero, for example if you want to send and reconcile invoices to a person or organisation within Xero, this is achieved by pushing the contact.

Enter the contact record in sheepCRM, scroll down to the segmentation section, and you will see a push contact to Xero button. NB: If they are already in Xero you will see it reflected on the button instead.

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