In this tutorial, we will add a few contacts to a contact group in Xero’s demo company. Once they have been added, you can save time by sending an...
Xero Contacts – How to Add a Contact to a Group
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Contacts Guides
Xero Contacts – How to Create a Contact Group
Xero allows you to send the same invoice to more than one contact at the same time by using contact groups. In this tutorial, we will create a...
Xero Contacts – How to Merge Contacts
Sometimes you have two or more versions of the same contact in your Xero contacts list that you want to combine. In this tutorial, we will merge two...
Xero Contacts – How to Restore a Contact
If you have archived a contact in Xero that you need to use again, you can restore it provided there is no other contact with the same name. In this...
Xero Contacts – How to Archive a Contact
If you have a contact that you no longer need in Xero, you can archive it. Xero does not allow contacts to be deleted, so archiving them is the only...
Xero Contacts – How to Edit a Contact
If one of your contacts in Xero has changed their business name, email address or something else, you will need to edit their contact details. In...
Xero Contacts – How to Add a Contact
Adding contacts in Xero can be done in a few different ways. Contacts can be added at any time in the main Contacts section or when creating...
Xero Contacts – How to Export Contacts
If you have a list of contacts that you want to transfer to another Xero account or a different system, you can start by exporting your Xero...
Xero Contacts – How to Import Contacts
If you have a list of contacts you want to set up in Xero, you can save time by importing them rather than adding them one by one. In this tutorial,...