Why Xero Contact Groups are useful
With Xero Contact Groups, you can organize your contacts in Xero into categories based on shared characteristics or business needs, such as grouping by payment method, supplier type, or even employees for payroll. This makes it easier to generate detailed reports, giving you more control and clarity in your financial reporting.
For more on using Contact Groups in Xero, check out Xero's guide.
How to access Xero Contact Groups in Datamolino
👉 You will find this option after you click 'Edit' on your Xero Contact:
👉 Then, select which Xero Groups you want the contact to be assigned to:
How to edit and sync Xero Contact Groups with Datamolino
If you have Contact Groups set up in Xero, they will automatically appear in Datamolino.
When you assign a contact to a group in Datamolino, the updates will sync with your Xero account.
To create, edit, or delete Contact Groups, you’ll need to do this directly in Xero. After making changes, simply refresh your Xero connection in Datamolino to reflect the updates. For more details, check out Xero's guide.