Troubleshooting clients in Xero HQ
Some common questions you might have about clients and how to resolve them.
- How do I import my Xero Practice Manager clients into Xero HQ?
The first time you go to the Clients tab, Xero HQ gives you the option to connect to Xero Practice Manager and import your clients. You will need to log in to Practice Manager and authorize the right account to connect to. Xero HQ will then sync your clients.
- How do I merge clients from Xero Practice Manager with my Xero HQ clients?
When you import your clients from Xero Practice Manager into Xero HQ it compares names, emails, phone numbers and addresses of clients and lists potential duplicates as Exact Matches or Near Matches. You have the one-time option to either merge the clients or keep them separate.
- I see two clients that look the same. Why can’t I merge them?
If a client has a Xero organization that you have been invited into but your practice does not hold the Xero subscription, you cannot merge it with an existing Xero HQ client.
Invited clients are listed under the Invited group.
- Why don't some clients in the Invited group have an overflow menu icon?
- Why don't the changes I made to my client's details in Xero HQ appear in the client's organization details in Xero?