Importing Price List Items from Xero

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

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

Note: If you use this method, Tradify will place all imported price list items under one generic supplier labelled "Imported from Xero".

 

Importing Price List Items from Xero

Head over to  Settings > Price Lists > click on "Options" > then select "Import Price List Items from Xero".

Note: The maximum price list size that can be imported from Xero is 20,000 items. If you have more price list items than this in Xero, they would need to be exported from Xero as a .CSV and imported into Tradify

Import_Price_List_from_Xero.png

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