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Customer contacts for Xero integrated to ezyCollect
Customer contacts for Xero integrated to ezyCollect

Default customer contact tagged to Receive All Communications applicable for Xero users only

Jane avatar
Written by Jane
Updated over a week ago

When Xero is setup with ezyCollect, the first sync will bring across all customer contact details. 

The "Primary Contact" will always be tagged to Receive All Communications in ezyCollect by default.

In addition to that, customer contacts that have the field "Include in emails" set to True in Xero, will also be tagged to Receive all Communications in ezyCollect.


Note: To tailor specific customer contacts to receive different automated communications in ezyCollect, please check our Customer Contact Tagging and Advanced Communication Workflow Settings.  

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