Import Suppliers from Xero

Topic

Learn more about how Tradify offers the ability to import your suppliers directly over from Xero via the click of a button.

Note: Tradify can only import suppliers that have been given 'supplier' 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 (Customer) or bill (Supplier) has been created against the contact.

Instructions

1. Navigate to Suppliers.
2. Select Options.
3. Select Import Suppliers from Xero.

Note: Depending on the size of your supplier list, the import may take some time to complete. If the import is taking more than 5 minutes, please refresh the page.

Additional Information

See more info on Suppliers here: How to Create a Supplier in Tradify