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 contacts into a CSV file. In this tutorial, we will export the contacts list from Xero’s demo company and see what the downloaded CSV file looks like.
Contacts Section in Xero
To get to the right place in Xero, go to Contacts → All Contacts from the main menu:
How to Export Contacts from Xero
Next, click on the Export button at the top of the screen:
Xero will download a CSV file that can be opened with a spreadsheet program such as Microsoft Excel or Google Sheets. Let’s take a look at what the first few rows and columns of the downloaded contacts file looks like in Excel:
As you can see, each row contains the details of one of your Xero contacts. There is also a header row at the top containing the names of each field, such as *ContactName. You can now use the CSV file to upload the contacts into another Xero account or into another system.
If you want to upload the exported contacts into a different Xero account, you can import the CSV file in its current format. There is no need to change anything. Please see our tutorial on how to import Xero contacts to find out how to import the CSV file.
If you want to upload the exported contacts into a different system, you may need to make changes to the CSV file or copy and paste the data into a different import file. The system you want to upload the contacts into should provide instructions on the format and layout of the import file it requires.