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Contact won't sync with Xero or Myob

This article will help guide users if their existing contact will not sync with a Xero or Myob contact

If your existing contact is unable to be linked to Xero or Myob you can create a new contact in Docketbook that you will then link to Xero or Myob

  1. If the existing contact will not sync to Xero or Myob we can select Create New to create a new contact with the same details as the contact in Docketbook
  2. Fill in the Display Name to match the existing contact and then Select Xero Contact and select your Xero contact as usual
  3. If you are using Myob you follow the same steps as above but use Select MYOB Contact instead to select your Myob contact as usual
  4. You can then select Save to save the contact linking the Xero or Myob contact to your newly created contact
  5. You can then see that the Xero or Myob contact is now sync'd to the Docketbook contact you just created.
     

If you need any further help, please contact support@docketbook.com.au