Select Page

Select a Xero contact list and apply Statey’s smart filters to make your schedule more specific. Send statements manually any time to an individual contact, or to a group of contacts. No, Xero does not support UTF-8 encoding for the customer email field. Find the address and location of our offices in cities and countries around the world.

What is a Xero contact code?

Contact ID is a hidden field that Xero uses to uniquely identify a contact and contact code. It will only be displayed for a contact you're already receiving data from.

Chargebee will ask you to map customer records if it finds pre-existing invoices in Xero. “We love Zendesk so much that we decided to use it to provide support within the mobile app,” said Peter Wen, director of business solutions. “We needed a solution that would be easy to implement and scale fast. As Xero introduces new products and services, it’s been able to leverage Zendesk Support to build even stronger customer relationships.

Xero Wikipedia Page

There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Join our team of the world’s best thinkers, creators and educators who are changing the way small business is done globally. Find out more about working at Xero or send an email to and someone from the talent team will get in touch.

The first port of call for getting support with any of Xero’s business or practice products is Xero Central, where you’ll find online help, online learning, and discussions. After the process is over, we will send the login details to your mailbox. The email sent to your customers is fully customiseable and supports dynamic fields. Send statements to all of the contact persons linked to the customer in Xero.

Step 3: Upload updated Customer mapping file

Xero offers a comprehensive range of online support options to help their customers get the most out of their service. There’s no charge for the support provided by the Xero support team, whether it’s online or over the phone. Your accountant or bookkeeper may also offer help as part of their services to you. But anyone or any website claiming to be the official Xero support channel and charging for support is acting fraudulently. When you’re looking for answers, start by searching support articles in Xero Central.

You can contact Xero by calling their hotline or by leaving them a message on one of the social media platforms. Alternatively, you can use their knowledge base if you prefer self-service support. Finally, they provide phone and online chat support, as well as email support, so customers can get help from a live person if they need it. This document will walk you through the process of migrating and mapping the customer records. This website is using a security service to protect itself from online attacks.

Xero Website:

Fork, which bumps up Zendesk’s workflow capabilities, has been particularly useful for the IT team onboarding new employees. Fork provides the ability to manage multiple tasks in subtickets. “We now have a system that allows us to raise xero customer services multiple tickets to multiple teams, which provides a really good experience for new Xeros,” Lynn said. One of the immediate benefits Xero saw from using Zendesk Support was their ability to integrate Zendesk with other systems they use.

Business Accounting Software Market 2031 Key Insights and … – The Bowman Extra

Business Accounting Software Market 2031 Key Insights and ….

Posted: Mon, 12 Jun 2023 17:08:31 GMT [source]

Another favorite app called Tickler lets agents add checklists to track and manage tasks from within a ticket. One of the teams that later adopted Zendesk Support was the Platform Services team. “The look and feel of Zendesk is certainly nicer, and we were able to adapt it as we wanted to,” said Hannah Butler, Platform Services Manager at Xero. Despite a heavy workload, her team met an accelerated implementation timeline and made the switch in just six weeks.

Contact Xero for free and unlimited 24/7 customer support

A message will be sent to your email address containing login details, right after your account is installed. If you wait for a while, after installation is complete you will be able to access your account directly from here. Send statements to customers that trade across multiple currencies. Automatically email statements to your customers on a weekly or monthly schedule. In case you have setup the integration and later want to map the customers between Chargebee and Xero, contact support .

  • Just let us know the preferred time to call and which country you’re in.
  • The customers in Xero and Chargebee as matched in the file, will be mapped in Chargebee.
  • Find out more about working at Xero or send an email to and someone from the talent team will get in touch.