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:

  1. In the Contacts page, select My Clients tab.
  2. Click on Import customers
  3. In the Import dialog, select the Xero importer.
  4. Click Next
  5. Click Import Customers from Xero
  6. The last page of the importer dialog will show you the results of the import

To import suppliers from Xero into Stock&Buy:

  1. In the Contacts page, select My Suppliers tab.
  2. Click on Import suppliers
  3. In the Import dialog, select the Xero importer.
  4. Click Next
  5. Click Import Suppliers from Xero
  6. The last page of the importer dialog will show you the results of the import
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