Why don’t I see my Xero Contact in Dext?

Why don’t I see my Xero Contact in Dext?

The reason why a Contact created in Xero and synced to ApprovalMax is not visible in Dext is that Dext syncs only Suppliers from ApprovalMax (via the Dext-ApprovalMax-Xero integration). 
Contacts in Xero are only recognised as a Supplier when a Bill got created for them.

The solution to reflect in Dext a Contact created in Xero is as follows:

1. Create a Bill with the amount of 0.01 in Xero for this Contact (then, the Contact will be recognised as a Supplier).
2. Void this Bill in Xero.
3. Sync the Contacts in ApprovalMax (the Supplier status will be updated in ApprovalMax).
4. Refresh the Supplier list in Dext (Dext will pull the Suppliers from ApprovalMax).

    • Related Articles

    • How can I specify instructions for Xero Contact Requesters?

      An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Xero Contact Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" ...
    • Does the Dext-ApprovalMax integration work with other accounting systems?

      Unfortunately, currently, the integration with Dext only works together with the two accounting systems QuickBooks Online and Xero. See what integrations does ApprovalMax support.
    • How often is data synced with Dext?

      New documents ApprovalMax pulls all new cost items captured by Dext and published as awaiting approval immediately. All documents Dext pushes to ApprovalMax go straightaway through the predefined "Bill review and approval" workflow. The ...
    • How can I change the integration in Dext? (Xero)

      If you're having a problem with the ApprovalMax-Dext-Xero connection, the reason could be that you're integrated directly with Xero. If this is the case, you need to change the integration in Dext. This is how it works: On the Integrations page in ...
    • Troubleshooting the connection between Dext and ApprovalMax (Xero)

      In case you experience the connection between Dext and ApprovalMax not working as expected, the information in this article can be helpful for you. You don't receive documents from Dext In ApprovalMax, your trial organisation has expired In ...