Import contacts from Xero
This article covers import of contacts from Xero.
If you have connected Stock&Buy to your Xero account, you can import your contacts, customers or suppliers from Xero into Stock&Buy.
Stock&Buy will import the customers and suppliers you have in Xero now. New customers or suppliers you add in Xero later will not automatically import to Stock&Buy.
Stock&Buy identifies similar customers and suppliers by their emails. Customers and suppliers imported from Xero are added to your client / supplier list in Stock&Buy if their main emails are different.
Before you can import any contacts from Xero, you must have successfully set up the interface between your Stock&Buy account and your Xero account. For further details, see Setting up the Xero interface.
To import customers from Xero into Stock&Buy:
- In the Contacts page, select My Clients tab.
- Click on Import customers
- In the Import dialog, select the Xero importer.
- Click Next
- Click Import Customers from Xero
- The last page of the importer dialog will show you the results of the import
To import suppliers from Xero into Stock&Buy:
- In the Contacts page, select My Suppliers tab.
- Click on Import suppliers
- In the Import dialog, select the Xero importer.
- Click Next
- Click Import Suppliers from Xero
- The last page of the importer dialog will show you the results of the import
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