To ensure your invoices are linked to the correct contact, you need to link your Traffio clients with your Xero contacts.
Before syncing your invoicing accounts, make sure you have set up your first invoice cost centre and synced it to Xero. If you haven’t created an invoice cost centre yet, click here.
Syncing your Clients
Navigate to Billing on the sidebar
Select Invoice Cost Centre tab
Select desired Invoice Cost Centre
Click the Contacts tab (a list of contacts will appear)
Match the left-hand side Traffio in clients to the right-hand side that shows a drop down menu of the contacts in your Xero
Click Save
Sync to your Xero (this will pull your most current Xero contact data)
