BMS syncs billing customers to Xero as contact records. This ensures invoices pushed to Xero are linked to the correct Xero contact, and that payment terms and details remain consistent between systems.
The Xero Integration Panel
Navigate to Billing → Customers and open a customer record. The Xero Integration panel appears in the customer detail view and shows:
Last Push — the date and time the customer was last synced to Xero
Xero Identifier — the UUID that links this BMS customer to the Xero contact record
View in Xero — opens the linked contact directly in Xero
Delete Integration — removes the link between the BMS customer and the Xero contact
Sync Customer with Xero Contact — triggers a manual sync
Syncing a Customer
Click Sync Customer with Xero Contact to push the customer's details to Xero. This creates or updates the Xero contact with the customer's name, address, and payment terms from BMS.
If a customer has not yet been synced, the Xero Identifier field will be blank. The first sync creates the contact in Xero and stores the Xero Identifier in BMS for all future pushes.
When to Resync
Trigger a manual resync when:
Contact details have changed in BMS (name, address, email)
Payment terms have been updated on the customer record
Invoice pushes are failing with a contact not found error in Xero
Unlinking a Customer
Click Delete Integration to remove the link between the BMS customer and the Xero contact. This does not delete the Xero contact — it only removes the BMS-side reference. If the customer is synced again after unlinking, BMS will create a new Xero contact or match by name, depending on what already exists in Xero.
Bulk Customer Sync
Individual customers are synced from their detail page. If you need to sync a large number of customers at once, contact your BMS administrator — bulk sync can be triggered via the Background Jobs queue.