How does SaaSync decide between Xero Customers, Contacts, and Suppliers as what to sync to ChartMogul?

For Xero, the default logic is to sync entities where isSupplier = false . ChartMogul has the concept of leads and customers which for many of our users matches the concept of how they use Xero for contacts and customers . This is simply one of those decisions where over the years, it seems to appease the vast majority of our users of the software.

If your organization has more specific requirements reach out to us and we are happy to discuss other options or logic for deciding what entity types to import to ChartMogul.

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