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CC Xero Users - How to format mobile numbers for SMS reminders to be sent out correctly

CC Xero Users - How to format mobile numbers for SMS reminders to be sent out correctly

This FAQ explains how to format mobile phone numbers in Xero to ensure automated SMS reminders send successfully through Satago.

Where do I input mobile numbers in Xero?

To let Satago import correct contact details, update the mobile number on the Contact page in Xero.

  1. Log in to your Xero account.

  2. Go to Contacts > All Contacts.

  3. Search for and select the customer to update.

  4. Click Edit.

  5. Locate the Phone or Mobile fields.

How should I format the mobile number?

For SMS reminders to send correctly, the mobile number must follow this format. Update the fields as described:

  • Country Code: Use the plus sign (+) followed by the country code.

    • UK: +44

    • Ireland (IR): +353

  • Area Code: Leave this field empty.

  • Number: Enter the mobile number without the leading zero (0).

    • Example: If the number is 07966914349, enter 7966914349

What happens next?

After saving changes in Xero:

  1. Satago imports updated contact details during the next scheduled data sync.

  2. Verify the update in Satago at Accounts > Customers > [Select Customer] > Contacts & Addresses.

  3. Set the contact as Primary or Escalation to receive reminders.

Need more help?

If SMS reminders still fail after these steps, contact our customer support via the Satago Help Centre.