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 invoices, bills, spend money or receive money transactions. In this tutorial, we will create a contact from the main Contacts section of Xero’s demo company.
Contacts Section in Xero
To get to the right place in Xero, go to Contacts → All Contacts from the main menu:
How to Add a Contact in Xero
Next, click on the Add contact button at the top of the screen:
In the Contact information screen, you can add all kinds of information about your contact. For this exercise, we will just add the following information:
- Contact Name: type in 123 AAA Holdings Pty Ltd.
- Primary Person: type in John Smith.
- Email: type in firstname.lastname@example.org.
Now click on the Save button at the bottom of your screen. Xero will now save the new contact and take you to a screen showing you the details of the contact:
As this is a new contact, there is not much information to see but as you transact with the contact over time the Activity section will populate with information.
That’s all you need to do to create a new contact in Xero. If you navigate back to the main Contacts screen, you should see your new contact at the top of the list of contacts arranged in alphabetical order: