Xero contacts import

1. Go to: Settings > Organization > Data imports > Xero contacts import.
2. Click the 'Connect to Xero' button.
3. The login page for the login.xero.com portal is shown. Type the work email address linked to your Xero company file, and enter your password.
4. Select your company file from the list shown, which contains the contact cards to import.
5. Click 'Allow access for 30 mins' button.
6. You are re-directed back to the Synergy contacts import page. A preview of the available contacts to import is shown.
7.  The 'customer' type contacts are all marked as 'ready to import'. The 'supplier' type contacts are all marked as 'skipped' from the import. Any items that cannot be imported are shown in the errors grouping.
8.  Review the items in the 'ready to be imported' grouping and:
   • Check the box for any of the 'supplier' type contacts you want to import.
   • (Optional) Search for the name of a contact you want to import by typing a keyword into the search box and press the enter key.
   • Or click the 'Select all' button in the top left to import all existing customer and supplier records from Xero.
9. Review the items listed in the errors grouping and click the red error symbol to view the error details. Resolve the errors if necessary, or ignore the errors and continue to import the rest of the contacts.
10. Click the 'Import' button to import all the checked contacts from Xero.
11. After the import is completed the done page is shown with the results. Click the text 'view the imported contacts' to go to contacts list and view the details, or go to the audit page to find out more about the skipped and error items.

The following details are imported from Xero contacts:

If the contact type was not setup correctly in your accounting system, then consider converting the contact over to use the correct type. Go to contact list, and open the contact record to use the 'Convert a contact' option on the details tab. Read the steps on converting contact types.

The following details are shown for each contact import sync from Xero.

1. Import type Where the contacts were imported from is shown. This always shows Xero Contacts import for this import type.
2. Date imported The date and time that the contacts were imported from Xero.
3. Imported by Who imported the contacts from Xero. This is the Synergy staff members name that ran the sync.
4. # Imported The number of records that were created in Synergy. Click the tag to see the records created.
5. # Skipped The number of items that were skipped (or errors) and were not imported.
6. Skipped records Click the green file download button to get a list of the items that were skipped (or errors) and were not imported.
7. Tags The tag applied to all the imported contacts is shown. Click the tag to open contact list to see all the imported contacts with this tag applied.

The columns below are shown in the ready to import and errors groupings.

1. Company name The name of the contact in Xero that will be created as the company type contact in Synergy.
2. Customer / supplier The type of contact in Xero, either customer or supplier type. If the contact is both a customer and a supplier type in Xero then both options are shown against the one record.
3. First name This is shown for personnel type contact lines to show the first name of the personnel type contact that will be created. This is the primary or secondary person name entered against the Xero contact. Blank for company type contacts.
4. Last name This is shown for personnel type contact lines to show the last name of the personnel type contact that will be created. This is the primary or secondary person name entered against the Xero contact. Blank for company type contacts.
5. Unique ID The unique number that will be assigned to the contact on import. If this number exists already in Xero on the contact as a 'network key' then this will be imported. If there is no unique id on the contact in Xero, then one will be assigned using the system setting sequence for your organization that selects the next available number for each created contact.
6. Type This shows the type of contact that will be created in Synergy by the import, either Company or Personnel. Individual type contacts cannot be created by the import, as Xero does not have this type of contact record. Contacts in Xero are created as company type contacts, and any additional 'person' listed on the contact in Xero are created as personnel type contacts.
7. Email 1 The email address that will be added as the primary email address for this contact record.
8. Skipped Shown if the row is currently skipped and won't be imported. Supplier type contacts are automatically unchecked and skipped from the import. Check the box for any supplier contact that you want to include in the import.
9. Errors Click the errors symbol (shown only in the errors grouping) to view the details of the error. The error message will outline what steps to take to resolve the issue. Learn more about Xero Connect errors.