Is there anything I need to verify before I start linking Service Geeni with Xero?

You need to verify that data values for several fields are exactly same in Xero and Service Geeni.

For example the spelling of Branch, Customer and/or Supplier need to be exactly identical to avoid any duplicity. Otherwise it may lead to confusion.

Consider a scenario where the customer name in Xero is “Allan Fairbrother & Co.” and the same customer exits in the name “Allan Fairbrother & Company” in Service Geeni.

As Service Geeni performs an automatic sync of Customers from Xero to Service Geeni and the customer profile is also imported they could become a duplicate or additional (if the names are not identical).