You need to link your Traffio clients up with your contacts within Xero so that your
invoices can be linked to the correct contact.
Getting started
Before you get started on syncing your invoicing accounts, make sure you have set up your first invoice cost centre and synced to Xero. If you have not created an invoice cost centre you can follow the instructions to.
Syncing your Clients
Click on Billing in the sidebar
Select Invoice Cost Centre in the top toolbar.
Select the Cost Centre you want to link contacts to
Sync to your Xero. This will pull your most current Xero contact data
Click on Contacts on the top tab bar. 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.
Save
