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Add a button to the Current RMS organization on your Xero contact page
Add a button to the Current RMS organization on your Xero contact page

Set up a custom link in Xero so that you can click through to the corresponding organization in Current quickly.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

When you post an invoice to Xero, Current RMS automatically includes a link back to your invoice in Current so you can jump to it quickly.

You may also set up a similar link on contact pages in Xero that will take you through to the corresponding linked organization in Current.

Get started

There’s no setup in Current RMS needed. In Xero, head to Settings > Custom Contact Links.

Enter “Current RMS” as something similar as the name, then enter the link definition below. Replace abcproductions  with your Current RMS subdomain.

https://abcproductions.current-rms.com/integrations/xero/members/{!CONTACTID}

View Current RMS link

You’ll see the link to Current RMS under the “Links” heading on the right-hand side of a contact page in Xero.

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