Hi
I’ve integrated Copper with Xero. However, for some companies (in Copper) the invoices are not showing up. There are cases where the name of the company is exactly the same. I’d like to understand what names that I need to ensure are the same between Copper and Xero so that the invoice will show.
Is it ensuring the name of the company is the same between the two platforms? Do I need to ensure at least one of the contacts are in Copper is also in Xero?
Some guidance on how to ensure all the companies reflect the respective in Xero would be appreciated.
Thanks,
Best answer by Harsh
View original