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:
Accounts – Add company – Xero
2. Go to Import tab. Upload your Excel file or paste the DropBox or Google.Drive link. Click on the Next button.
3. Choose the list in your Excel, which contains Contacts you want to import into Xero. Click on the Next button.
4. Select Company (you want to import to) and Entity (Contacts), and create mapping – connect Xero labels* to Your Labels**. Press the Next button.
*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.
*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.
Check out your Contacts import into Xero result in your e-mail or in the Scheduled imports tab.
Or check out the results at your Xero account.
How-to Guide – How to import Contacts into Xero
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.
|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 address of contact person (umlauts not supported) (max length = 500)||firstname.lastname@example.org|
|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.
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|