How to Import Contacts Into Xero?

You could be an accountant or a business owner looking to transfer a list of customers or vendors from another system or a CSV file into Xero. But the manual entry would be time-consuming and prone to errors. 

The easiest way is to import contacts into Xero using SaasAnt Transactions. This blog will walk you through how to import contacts into Xero with easy steps. Let’s get started. 

Import Contacts into Xero: Quick Instructions

• Click "New Import."

• Select your contact file.

• Choose "Contact" as the entity.

• Map fields and click "Import."

How to Import Contacts Into Xero? Step by Step Instructions

Step 1: Connect your Xero Account

You can connect your Xero account to the SaasAnt Transactions (Online) App from the Xero App Marketplace by clicking the "Get this app" button to start your 30-day free trial (no credit card required). Alternatively, you can log in directly with your Xero account through this link: SaasAnt Transactions Login.

Step 2: Initiate a New Import

Click on the "New Import" menu option within the SaasAnt Transactions app. This will allow you to start the process of uploading your contact file.

Step 3: Choose Your File

Select the specific file that contains the contact information you wish to import. Browse your computer to find the correct spreadsheet formatted for import.

Step 4: Specify the Xero Entity

Indicate that you are importing contacts by selecting "Contact" as the entity type within Xero. This ensures that the data is directed to the correct section of your account.

Step 5: Map Your Data Fields

Set up the mapping of the columns in your contact import file to the corresponding fields in Xero. Review each column and match it accurately to ensure proper data organization.

Step 6: Complete the Import Process

Click the "Import" button to initiate the import. Your contacts will be added directly to your Xero account. After the import, verify that all information has been accurately transferred.

Best Practices for Importing Contacts into Xero

1. Prepare your data in a clean format: Ensure that your CSV file is free of unnecessary spaces and errors, and that it follows the required structure for Xero.

2. Ensure accurate field mapping: When importing, carefully map your spreadsheet columns to the corresponding Xero fields to avoid mismatches.

3. Verify data after import: After completing the import, review the contacts in Xero to confirm that all information has been accurately transferred and is complete.

4. Utilize SaasAnt Transactions for efficiency: This tool streamlines the import process by enabling bulk uploads and providing intuitive features to map fields easily, thereby reducing the likelihood of errors.

Conclusion

In conclusion, importing contacts into Xero can be a straightforward process when you follow the right steps using SaasAnt. By preparing your data correctly, utilizing the tools available, and ensuring proper mapping, you can efficiently add your contacts to your Xero account. This not only saves time but also helps maintain accurate records for your business. With the right approach, you can simplify your workflow and focus on what truly matters—growing your business and serving your clients effectively.

FAQ

How do I connect my Xero account to SaasAnt?

To connect your Xero account, visit the Xero App Marketplace and click the "Get this app" button for SaasAnt Transactions. You can also log in directly through the SaasAnt Transactions Login link to start your 30-day free trial.

What should I do if my import fails?

If your import fails, check the mapping of your data fields to ensure they match the corresponding Xero fields. Additionally, verify that your file is correctly formatted and free of errors. You can also consult SaasAnt's support resources for further assistance.

Is there a limit to the number of contacts I can import at once?

While there is no specific limit mentioned, it's advisable to check Xero's guidelines and SaasAnt's capabilities to ensure optimal performance. Importing large batches may require splitting them into smaller files for better processing.

What should I do if I encounter errors during the import process?

If you encounter errors during the import, review the error messages provided by SaasAnt Transactions. Common issues include incorrect field mapping or formatting errors in your CSV file. Correct these issues and try the import again.