Importing Suppliers from Xero

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

Important 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 or bill has been created against the contact.

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

 

Importing Suppliers from Xero

Head over to  Suppliers > click on "Import/Export" > then select "Import Suppliers 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.

Import_Suppliers_from_Xero.png

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