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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

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Xero to Trustpilot Contact Export: Including INV reference

Started by Eve Davies in Feature Requests | Idea

I am requesting reviews from my customers on Trustpilot and I have exported the Xero file of customers. However, this does not include a column on the customer's purchase reference or invoice number, which Trustpilot require. Any idea how to add this to my spreadsheet? TIA
Happy new year, Eve. You could try the Receivable Invoice Summary report, grouped by Contact. This'll give you a list of all invoices for your Contacts within the period, which you could export and combine as needed with the other contact detail you need. :)
 

Kelly M (Community Manager)