Accessing infoodle contacts from Xero

If Xero is your primary administration tool then you may with to often get directly from your Xero contact page back to infoodle and show the contact in infoodle. This is possible by performing two steps:

a) Reconcile Contacts
You will need to ensure you have completed the import and reconcile steps for your contacts (not tracking categories) as outlined here.

b) Setup the link in Xero
You need to put a setting into your Xero site. Follow the xero help link: https://central.xero.com/s/article/Link-Xero-contacts-to-your-CRM-or-other-systems

You need to enter a link such as

https://demo.infoodle.com/people?xeroid={!CONTACTID}

change the demo for your site.