Integration with Xero HQ

With our chrome extension installed you can have the following automated in SuiteFiles from Xero HQ: creating new clients, archiving clients and renaming clients.

In this article:


Creating a new Client:

When creating a new client in Xero HQ, you will get a prompt to have the client created in SuiteFiles for you. You have the option to use a folder template for the clients folder in SuiteFiles.


Renaming a Client:

If you rename a client in Xero HQ, you will get a prompt asking if you would like the client renamed in SuiteFiles.


Archiving a Client:

When archiving a client in Xero HQ, you will get a prompt asking if you would like the client to also be archived in SuiteFiles.

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