Mapping Contacts (Xero)
Updated by Support
Map your DickerData Tenants to Xero Contacts
- Log into app.cspportal.cloud and browse to Contacts.
- Locate a Dicker Data tenant and confirm they're in the Client Not Setup status.
- Once confirmed, select Edit Client Settings.
- Link this DickerData tenant to an active Contact within Xero by searching and selecting the company’s name from the dropdown provided.
I’ll select Save All Clients to complete this process.
Now this customer is linked, it will display in an Active status:
Automap Clients Where Possible
After selecting this option, CSP Portal will try match your DickerData Tenant's name to the closest available Contact in Xero.
For more information, please read How the Automap Clients Where Possible feature works.