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Importing Contacts from Xero

It is possible to import Xero Contacts into the Empower Customer list. 



 To do this:


1.  From within Empower ensure you are connected to Xero - for more info see Connecting To Xero.


2.  From the main Management Menu select Set Up Customer.

     

      

3. Click on Import Xero Contacts (highlighted above).

    

   You should see a page similar to

    
   
   
    This will display all Xero Contacts from Xero.


    Click on Import to import the Contact's details into Empower.  These will be visible in Empower in the Set Up > Customer page.

   
    To import multiple Contacts click on the appropriate Multi Select Check box and then click on Multi Import.  A maximum of 15 can be imported at a time.

   
    








 

See also