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Which Unleashed Contact is Set as the Primary Contact in Xero?

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Question:

Which Unleashed Contact is Set as the Primary Contact in Xero? 

Platform:

  • Unleashed on Browser

Answer: 

The default contact is set as the primary contact in Xero. All the other contacts are exported as secondary contacts under the same customer record. 

Additional Information:

  • Only the primary contact is displayed under the customer record in Xero
  • To view the secondary contacts, click "edit" button
  • You will need to enable "Include in Emails" toggle to auto-add those secondary contacts to their Xero emails.
  • How Many Contacts can Unleashed Send to Xero per Customer?

 

 

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