How to import Contacts into Xero, using Business Importer

contacts Xero

Import Contacts into Xero fast and easy, using Business Importer.

How to import Contacts into Xero with Business Importer in 5 simple steps

To import Contacts into Xero, please, follow 5 simple steps:

1. Sign in to Business Importer and connect it to Xero.

To connect Business Importer and Xero go to:

AccountsAdd companyXero

import employees into Xero

2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.

import contacts into Xero: upload the file

3. Choose the list in your Excel, which contains Contacts you want to import into Xero. Click on the Next button.

import contacts into Xero: select sheet

4. Select Company (you want to import to) and Entity (Contacts), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.

import contacts into Xero: mapping step

*Xero labels – Xero fields at Contacts that are required to be filled in.

**Your labels – your spreadsheet columns containing all information on Contacts you want to import into Xero.

5. Review* if the information is entered correctly and click on the Next button.

import contacts into Xero: preview step

*Correct data if necessary – on this stage you can manually change data in the columns you are going to import into Xero.

Your import is in process. Don’t wait until it’s done – you will be notified by e-mail.

import Bank Transfers into Xero: Result

Check out your Contacts import into Xero result in your e-mail or in the Scheduled imports tab.

import contacts into Xero: result of the import

Or check out the results at your Xero account.

import contacts into Xero: result in Xero

How-to Guide – How to

Find a detailed How-to guide in Business Importer. It will help you prepare your spreadsheets that contain Contacts, Purchase Orders, Invoices, Bills, Manual Journals, Bank Transfers, Sales Receipts, etc. you want to import into Xero.

import contacts into Xero: guide

 

Xero Field Business Importer Name Description Example
Account Number Account number A user defined account number(max length = 50). 39efa556-8dda-4c81-83d3-a631e59eb6d3
AP Tax Type AP Tax Type Default tax type used for contact on AP invoices. INPUT
AR Tax Type AR Tax Type Default tax type used for contact on AR invoices OUTPUT
Postal address: Attention Postal address: Attention Postal address (max length = 255). P O Box 123
Postal address: City Postal address: City The city of your contact (max length = 255). Wellington
Postal address: Country Postal address: Country max length = 50, [A-Z], [a-z] only New Zealand
Postal address: Line1 Postal address: Line1 Details to the address (max length = 500). Important notes.
Postal address: Line2 Postal address: Line2 Details to the address (max length = 500). Important notes 2.
Postal address: Line3 Postal address: Line3 Details to the address (max length = 500). Important notes 3.
Postal address: Line4 Postal address: Line4 Details to the address (max length = 500). Important notes 4.
Postal address: Postal Code Postal address: Postal Code Postal code (max length = 50). 6011
Postal address: Region Postal address: Region Region (max length = 255). Wellington
Street address: Attention Street address: Attention Street address (max length = 255). Cuba Street, 1
Street address: City Street address: City City (max length = 255). Wellington
Street address: Country Street address: Country max length = 50, [A-Z], [a-z] only New Zealand
Street address: Line1 Street address: Line1 Details to the street address (max length = 500). Important notes.
Street address: Line2 Street address: Line2 Details to the street address (max length = 500). Important notes.
Street address: Line3 Street address: Line3 Details to the street address (max length = 500). Important notes.
Street address: Line4 Street address: Line4 Details to the street address (max length = 500). Important notes.
Street address: Postal Code Street address: Postal Code Postal code (max length = 50). 6011
Street address: Region Street address: Region Region (max length = 255). Wellington
Bank Account Details Bank Account Details Bank account number of contact. 01-0123-0123456-00
Contact Number Contact Number This field is read only on the Xero contact screen, used to identify contacts in external systems (max length = 50). ID001
Status Status Current status of a contact. Valid values: ACTIVE or ARCHIVED. ACTIVE
Default currency Default currency Default currency for raising invoices against contact. ISO 4217 currency codes. Example, USD, EUR, NZD, etc. USD
Email Email Email address of contact person (umlauts not supported) (max length = 500) berry_companyone@gmail.com
First Name First Name First name of contact person (max length = 255) Bill
Last Name Last Name Last name of contact person (max length = 255) Green
Name Name Full name of contact/organisation (max length = 500) 7-eleven
Payment Terms Payment Terms The default payment terms for the contact. Valid values: DAYSAFTERBILLDATE , DAYSAFTERBILLMONTH , OFCURRENTMONTH , OFFOLLOWINGMONTH . DAYSAFTERBILLDATE
Direct dial Area Code Direct dial Area Code DDI phone code of the area 33
Direct dial Country Code Direct dial Country Code DDI code of the country. 64
Direct dial Number Direct dial Number DDI phone number 5678946
Phone Area Code Phone Area Code Default area code 33
Phone Country Code Phone Country Code Default country code 64
Phone Number Phone Number Default phone number. 5678946
Fax Area Code Fax Area Code Fax area code 33
Fax Country Code Fax Country Code Fax Country Code 64
Fax Number Fax Number Fax Phone Number 5678955
Mobile Area Code Mobile Area Code Mobile Area Code 33
Mobile Country Code Mobile Country Code Mobile Phone Country Code 64
Mobile Number Mobile Number Mobile Phone Number 5678935
Purchases Account Code Purchases Account Code The default purchases account code for contacts. 200
Sales Account Code Sales Account Code The default sales account code for contacts 201
Skype Skype Enter your contact’s Skype user name to call them directly from Xero using Skype. bill.green
Tax Number Tax Number Tax number of contact – this is also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) in the Xero UI depending on which regionalized version of Xero you are using (max length = 50) Tax ID
Xero Network Key Xero Network Key Store XeroNetworkKey for contacts. 56735-9069-6788

 

Check out the Contacts import results

There are 5 types of import results.

 import Invoices into QuickBooks Online

Errors in the Contacts import into Xero

The most common errors and the ways to solve them.
There are 4 the most common errors made by our clients when they import Contacts to Xero. To prevent this happening, we have reviewed all of them and given solutions below.

Problem Error occurs Solution Correct example
The Contact Name  exists in your account. The contact name Travis Waldron is already assigned to another contact. The contact name must be unique across all active contacts. Provide an unique Contact Name.  Trav Wald
The account name exists in Xero. The Account Number already exists. Please enter a different Account Number. Please, provide another account name. 5678
Contact Name is empty. Contact Name cannot be empty. Please, provide a contact name. Lucy Green

 

Remember, that any question you can address us. We will be glad to help you!
Just leave us a message, call us on 302-261-36-44 or write to support@cloudbusinessltd.com.

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