It’s now quick and easy to control which Xero Contacts are associated with which Salesforce Accounts.

What’s important to remember is that with Breadwinner, a Xero Contact is ‘under’ a Salesforce Account (also known as a child record), instead of being associated with it in a one-to-one manner.

This means that you might have multiple Xero Contacts under a SF Account.

This video explains how to move Xero Contacts and their Invoices to a different SF Account. There’s also a help page with a lot more information about this.

 

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