Xero Contact Sync Just Got Smarter: Take Control of Your CRM Data

The latest Xero Contact Sync update gives GoHighLevel users more control over the contacts that enter their CRM.

Previously, every active contact in Xero was synced automatically. While that worked for some businesses, it often created problems for users who wanted to keep customers, suppliers, and vendors separate.

As a result, many CRM accounts became cluttered with records that were not useful for marketing, sales, or customer management.

This update introduces two new settings that solve that problem.

The first setting allows you to choose which contacts sync from Xero. Instead of importing everything, you can now select:

• All Contacts
• Only Customers
• Only Suppliers
• One or more specific Xero Contact Groups

This gives you much greater control over the information that enters your GoHighLevel account.

The second setting controls how supplier records are handled.

You can continue using the original setup where all records are stored as contacts. Alternatively, you can choose “Split by Type” and send suppliers to Business Records instead of your main contact list.

This creates a cleaner CRM and helps separate customer relationships from operational supplier information.

Another important benefit is that existing integrations are not affected.

Both settings default to the original behavior. If you do nothing, your Xero integration will continue working exactly as it does today.

That makes this update low risk and easy to adopt. You can enable the new settings when you’re ready and customize your Xero Contact Sync process to fit your business needs.

A CRM is only as good as the data inside it.

When supplier records, vendors, and customer contacts are all mixed together, it becomes harder to find the right people and run effective campaigns. Over time, this can create confusion for your team and reduce the value of your CRM.

That is why this Xero Contact Sync update is important.

By controlling which contacts are imported, you can keep your database focused on the people who matter most to your business. Your sales team can focus on leads and customers. Your marketing team can build more accurate campaigns. Your automations can run with fewer mistakes.

A cleaner CRM also improves segmentation.

For example, if you only sync customer records from Xero, you can create Smart Lists, workflows, and email campaigns without worrying about suppliers being included by accident. This helps improve targeting and creates a better customer experience.

The new supplier routing option adds another layer of organization.

Instead of mixing suppliers with customer records, you can store them as Business Records. This keeps operational contacts separate from sales and marketing activities while still maintaining access to important information.

Agencies can benefit even more.

Many agencies manage multiple clients, large databases, and complex automations. Reducing unnecessary records makes account management easier and helps teams work faster.

In short, the new Xero Contact Sync settings help you build a cleaner CRM, improve reporting, create better automations, and work with data you can trust every day.

With this update, you are not rebuilding your Xero integration. You are adjusting two sync settings that control which Xero contacts enter GoHighLevel and where supplier records are stored.

This section will show you how to access your connected Xero account, choose which contacts sync, and decide how suppliers are handled. Here are the steps to update your Xero Contact Sync settings inside GoHighLevel.

• Access the Accounting Sync page.
• Open the Xero Connection Settings section.
• Choose Which Contacts to Sync.
• Choose How Suppliers Are Handled.
• Save and Review Your Sync Settings.

To start make sure you are logged in to your GoHighLevel sub-account.

The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL.

1.1 Click the Payments main menu item.

• Inside the Payments section you will find Invoices, Estimates, Orders, Transactions, Products, and more.

1.2 Click Invoices & Estimates.

• This opens the Invoices & Estimates area.

1.3 Click Accounting Sync.

• The Accounting Sync page shows your connected accounting integrations, including Xero.

2.1 Find your connected Xero account.

• If Xero is already connected, it will appear on the Accounting Sync page.

2.2 Click Manage.

• This opens the Xero Connection Settings section where you can adjust sync preferences.

3.1 Find the Which contacts to sync setting.

• This setting controls which Xero contacts are allowed to sync into GoHighLevel.

3.2 Select the contact type you want to sync.

• All Contacts syncs every active Xero contact.
• Only Customers syncs customer records only.
• Only Suppliers syncs supplier records only.
• Specific Xero Contact Groups syncs one or more contact groups from Xero.

4.1 Find the How suppliers are handled setting.

• This setting controls where supplier records are stored after sync.

4.2 Choose All to Contacts if you want the original behavior.

• Customers and suppliers will both sync into the standard contact list.

4.3 Choose Split by Type if you want cleaner CRM separation.

• Customers stay in Contacts.
• Suppliers are routed to Business Records instead of the standard contact list.

Step 05 – Save and Review Your Sync Settings

5.1 Click Update.

• Your new Xero Contact Sync preferences are saved.

5.2 Wait for the next sync to run.

• Your next Xero sync will follow the new settings.

5.3 Review your Contacts and Business Records.

• Check that customer records appear in Contacts.
• Check that suppliers appear in Business Records if you selected Split by Type.

The new Xero Contact Sync settings are powerful on their own. However, a few simple best practices can help you get even better results.

Start by reviewing your contact structure in Xero before making changes. If your contacts are already organized into groups, you can use those groups to create a more focused sync into GoHighLevel.

For example, you might have separate groups for active customers, wholesale accounts, referral partners, or suppliers. Syncing only the groups you need helps keep your CRM organized from the start.

Another good practice is to separate suppliers from customer records whenever possible.

If your team uses GoHighLevel for sales, marketing, and customer communication, supplier records often create unnecessary clutter. Using the Split by Type option keeps those records available while preventing them from appearing in customer-focused workflows and Smart Lists.

You should also review your automations after updating your Xero Contact Sync settings.

A cleaner contact database can improve:

• Workflow accuracy.
• Email campaign targeting.
• Smart List filtering.
• Reporting quality.
• Lead segmentation.

Common Mistakes to Avoid

• Syncing All Contacts when only customer records are needed.
• Forgetting to create and maintain Contact Groups in Xero.
• Including suppliers in marketing campaigns by accident.
• Making sync changes without reviewing the results after the next sync cycle.

A clean CRM is easier to manage, easier to trust, and easier to scale. The more intentional you are with your Xero Contact Sync settings, the more value you will get from your GoHighLevel account.

Small changes often create the biggest improvements.

At first glance, the new Xero Contact Sync settings may look like a simple filtering feature. In reality, they help solve a common CRM problem that affects marketing, sales, reporting, and automation.

When your CRM contains only the contacts you actually need, your team spends less time cleaning data and more time taking action.

For example, an agency managing multiple client accounts can now sync only customer records from Xero. This reduces clutter and makes it easier to build accurate Smart Lists, workflows, and reporting dashboards.

A service business can use the Split by Type option to keep suppliers separate from customer records. This prevents vendors from appearing in marketing campaigns, lead nurturing workflows, and customer communication lists.

Bookkeepers and accountants can also benefit from a more organized database. Supplier records remain accessible while customer data stays focused on revenue-generating activities.

The biggest advantage is trust.

When your contact database is clean, you can be more confident in your reports, automations, and customer segments. Teams can work faster because they are no longer sorting through records that do not belong in their daily workflows.

This update also helps future-proof your CRM.

As your business grows, contact management becomes more important. Starting with a cleaner Xero Contact Sync setup today can help prevent data quality issues tomorrow.

Better data leads to better decisions. Better decisions lead to better business results. That is exactly what this update helps you achieve.

The new Xero Contact Sync update gives GoHighLevel users something they have been asking for: more control over their data.

Instead of importing every active Xero contact, you can now choose exactly which contacts belong in your CRM. You can also separate suppliers from customer records, making your database cleaner and easier to manage.

While the update is simple to configure, the benefits can be significant.

A cleaner CRM helps improve segmentation, reporting, automations, and customer communication. It also reduces the time spent sorting through records that are not relevant to your sales and marketing activities.

For agencies, service businesses, accountants, and bookkeepers, this update provides a smarter way to organize contact data without disrupting existing workflows.

Best of all, nothing changes until you choose to enable the new settings. That means you can review your current setup, make adjustments when you’re ready, and adopt the new controls at your own pace.

If you use Xero and GoHighLevel together, now is a great time to review your integration settings and make sure your CRM is working with the right data.

Small improvements in data quality often lead to big improvements in business performance.

Have you tried the new Xero Contact Sync settings yet? Let us know how you are using them in your business.

And be sure to check back with GHL Growth Garage for more GoHighLevel updates, tutorials, and practical guides designed to help you get more from your CRM.