In Autotask, there are Accounts (Companies) and Contacts.  Xero doesn't support this, so we send across the Account details, and pick the first Contact the API gives us to sync across.


To force a specific contact's details to be sent for the Account into Xero, do the following:

  1. Create a UDF (User Defined Field) against Contacts called Position
  2. Set the value of Position to Accounts
  3. Make sure the Contact is active