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Customers (Accounts)

The Customers page shows your customer accounts. When Xero is connected, customer data syncs automatically from your Xero contacts.

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Customer list

The customer table displays:
  • Name: Company or individual name
  • Status: Active, At Risk, Pending, or Closed
  • Owner: Team member responsible for the account
  • Region and Segment
  • Annual value and Currency
  • Industry
You can group customers by region, segment, owner, status, or industry.

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Customer detail

Click any customer to view their full profile:
  • Account details: status, annual value, industry, owner, renewal date
  • Contact information: email, phone, website, tax number
  • Region and segment classification
  • Activity feed showing recent interactions
  • AI chat assistant for account context

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Managing customers

Customers support full create, update, and delete operations:
  • Create: Add new customers manually (independent of Xero sync)
  • Edit: Update fields like region, segment, owner, annual value, industry, and notes
  • Delete: Remove individual customers or use bulk delete
  • Xero sync: When syncing from Xero, customer records are updated with the latest contact data. Fields you have enriched in eggz (region, segment, owner, annual value, industry, notes) are preserved and not overwritten by Xero sync.
Use the customer detail page to enrich synced accounts with business-specific information like region, segment, and annual value. This data persists across Xero syncs.

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Access control

  • Admins can see all customers across the workspace
  • Members can only see customers assigned to them

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Contacts

The Contacts page shows contact records. These are designed to be synced from external systems.

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Contact list

The contact table displays:
  • Name: First name and last name
  • Email: Contact email address
  • Status: Contact status
  • Type: Customer, Supplier, or both
  • Source: Where the contact was synced from
You can group contacts by status, type, or source.

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Contact detail

Click a contact to view their profile, activity feed, and access the AI chat assistant for context on that contact.
Contacts are read-only in eggz. They are populated by syncing from connected systems. To edit contact information, make changes in Xero and then sync.