Exporting your contacts to Xero

Keeping your contacts in sync with Xero is easy with Okappy.

Whenever an invoice is exported to Xero from Okappy, Okappy will first check whether the invoice account existing in Xero and if not, it will create the contact in Xero.

However, what happens if you want to upload multiple contacts, i.e., when you are first setting up Xero.  This is also easy with Okappy.

To upload multiple contacts to Xero, follow the steps below:

You can export your customers or subcontractors into Okappy.

• Go to Reports
• Click Other
• Choose either to download either your Customers or Subcontractorts

Check our reporting support pages for more information on exporting your customers, or exporting your subcontractors.

From within Xero,

• Click Contacts

• Click All contacts

• Click Import
• The import contacts download page will be shown

• Download the Xero contacts template file

The template file will be downloaded to your computer.

• Open the download file you created earlier with Okappy
• Open the Xero template file

• Copy and paste the contacts of the Okappy file into the Xero template file from row 2 onwards
• Ensure the details are in the correct Xero columns

From the import contacts page in Xero

• Click Browse
• Select the Contacts.csv file you have just saved
• Choose whether to ignore empty fields.  If you don’t ignore empty fields, any existing contact information will be deleted from within Xero
• Click Import

• Review the import summary
• If there are any issues,
  • Click < Go Back
  • Amend the details in the contacts.csv template
  • Once you are happy, click Import again.
• In the summary page, click Complete import

Your contacts will be created in Xero.