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.
- 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
- Head over to Customers.
- Select Import/Export.
- 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.