Xero Contacts Management

Official

Manage Xero contacts effortlessly.

Authorwyre-technology
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the management of customer and supplier contacts within Xero, automating tasks like creation, searching, and updating, which are crucial for MSP billing and vendor management.

Core Features & Use Cases

  • Contact Creation & Management: Create, update, and archive contacts with detailed address and phone information.
  • Cross-Referencing: Easily link Xero contacts to your PSA system using custom fields.
  • Use Case: Onboard a new managed services client by creating their contact in Xero, assigning them to the 'Managed Services' group, and linking their PSA client ID to the ContactNumber field.

Quick Start

Create a new Xero contact named 'Acme Corp' with the email 'billing@acme.com' and the address '123 Main Street, Springfield, IL 62704'.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Xero Contacts Management
Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#xero-contacts-management

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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