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Editing a Xero Contact

How to edit a Xero contact in Re-Leased — update contacts in either system and sync changes, with Re-Leased taking priority when simultaneous edits occur in both platforms.

Updated over a week ago

When Re-Leased is connected to Xero, contact changes in either system sync to the other. Re-Leased changes take priority — saving in Re-Leased triggers an immediate sync to Xero.


Editing a Contact in Re-Leased

  1. Navigate to Contacts and open the contact to edit.

  2. Update the required details.

  3. Click Save.

Changes sync to Xero on the next auto-sync or you can trigger a manual sync immediately.



Editing a Contact in Xero

  1. In Xero, go to Contacts and find the contact.

  2. Click the three-dot menu next to the contact name and select Edit.

  3. Update the details and click Save.

Changes sync to Re-Leased on the next auto-sync or via a manual sync.


Simultaneous Changes in Both Systems

If changes are made in both systems at the same time, Re-Leased takes priority — saving in Re-Leased triggers an immediate outbound sync to Xero. Xero-side changes are applied at the next auto-sync. To avoid conflicts, coordinate edits and avoid updating the same contact in both systems simultaneously.

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