Custom contact people for your customers

Statey synchronises your customers' contact people from Xero.

Xero Interface — Editing a customer and contact person
Statey Interface — Contact people are synced from Xero

By default, Statey sends statements to all the Xero contact people who have 'Include this person in emails sent to the contact' selected.

Xero Interface — Additional contact person included in emails

Standard and Pro plan feature

Create and manage contact people in Statey

On our Standard and Pro plans, you can switch to managing and using contact people created in Statey. This overrides the contact people synced from Xero but does not sync any details or contacts back to Xero.

Statey Interface — Create and manage contact people in Statey

You can create an unlimited number of contact people per customer.


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