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.