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’.
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