Importing Customers from Xero

Importing Customers from Xero

To import customers from your Xero account, 

  • Go to the customers tab within the CRM section on the left hand menu

  • On the right hand corner click on the button, ‘import from Xero’ -This will only work if you have your Xero account setup in Specifi.

  • You will then be shown the list of customers on your Xero account and you can choose whether to import a customer, or link to one already created on Specifi

  • To import all of the customers at once, choose ‘bulk import all customers’.