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.