Why Xero Contact Groups are useful
Xero Contact Groups let you organise your Xero contacts into categories based on shared characteristics or business needs, such as payment method, supplier type, or employees for payroll. Grouping makes it easier to produce detailed reports in Xero.
For more on using Contact Groups in Xero, see Xero's guide.
How to assign a contact to a Contact Group from Datamolino
You assign groups from the contact's Edit form in Datamolino.
Open a document and click Edit on the Xero contact.
Select the Xero Contact Groups you want the contact to belong to.
Save the contact.
How Contact Groups sync between Xero and Datamolino
Contact Groups that exist in Xero appear in Datamolino automatically.
When you assign a contact to a group in Datamolino, the change is synced to your Xero account.
Creating, renaming or deleting a Contact Group is done in Xero only. After you change groups in Xero, refresh the Xero connection on the folder so Datamolino picks up the update.
Learn more about refreshing your accounting software connection.