You can sync your contacts from Xero to the OFX platform, provided those contacts have the necessary banking details to be set up as beneficiaries. This integration helps streamline your payment process by ensuring your recipient information is up to date and consistent across both platforms.

Next steps:

1. Log in to your OFX account.

2. Navigate to Setup, Integrations. 

   

3. Click on Settings under the Xero accounting package section.

   

4. Click on Import contacts.

   

5. Enter your MFA code.

   

6. Details of the imported contacts will be shown.

   

For Recipients created in OFX these will be created in Xero once a payment or a Bill has been made to them.

If a contact does exist in Xero under the same name it will sync the Bill or Expense to that contact based on the name. 

Why is this important:

Syncing your Xero contacts with OFX saves time and reduces manual data entry errors. It ensures that only contacts with complete and correct banking information are imported, making your payment workflow more efficient and reliable.