Importing Customers From Xero To Tradify

Tradify offers the ability to import your customers directly over from Xero via the click of a button.

Important Note: Tradify can only import customers that have been given 'customer' status in Xero. If contacts aren't importing over, it's likely that they've yet to be given a status. By default, Xero will assign the contact a status once an invoice or bill has been created against the contact.

Example:
  • If an invoice is assigned to the contact, they'll be turned into a 'Customer".
  • If a bill is assigned to the contact, they'll be turned into a "Supplier".

  

How to import customers from Xero

  1. Head over to  Customers.
  2. Select Import/Export.
  3. Select "Import Customers from Xero.
Note: Depending on the size of your supplier list, the import may take a minute to complete. If the import is taking more than 5 minutes, please refresh the page.

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