How do I segment my Xero HQ contacts in BOMA?

When your Xero HQ contacts are imported they come with a xeroactive tag that tells you if they have a connection to a Xero Account.

Using this tag you can either target clients who are active on Xero by Including the xeroactive tag when defining your list of contacts. You can also target clients who are not using Xero by excluding the xeroactive tag when defining your list of contacts.

You can add additional tags to your Xero contacts for further segmentation. Please refer to our other articles on how to add tags.