Specifi | Knowledge base | Customers on Xero | AV | How to

Creating a Customer to pull through to Xero

1. Within the 'Customers' tab in the CRM section, click on the blue button 'create customer'
   
2. A window will open where you can enter the customer's details such as name, address and phone number
   
3. Once you have added the details, click 'Create customer'
   
4. You will now be able to see the customer that you added on your Specifi account, and also on your Xero account.