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How to Import Contacts into Xero


You can import Contacts from Excel spreadsheets or text files directly into using the SaasAnt Transactions (Online) application.

 

Pre Requisites

Connect your Xero account to SaasAnt Transactions (Online) App from Xero App Marketplace by clicking the "Get this app" button and get the 30-day free trial [No credit card required]. Alternatively, you can log in with your Xero account directly through this link - https://apps.saasant.com/eti-importer-login/index.html.


Steps to Import Contact into Xero

To import Contacts into Xero using the SaasAnt Transactions (Online) application, follow the steps below.

 

Step 1: Click on the "New Import" Menu to upload your file.


Step 2: Select your file and spreadsheet which has the Contact that you want to import.


Step 3: Select Contact in the Xero entity.


Step 4: Set up the mapping of the columns in your Contact import file to the corresponding fields in Xero.


Step 5: Click Import and your Contacts will be directly added to your Xero account.

 

Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com.


SaasAnt Transactions (Online) Fields

Field Name

Format

Description

Contact Name

255 Characters

Full Name of the Contact/Organisation

First Name

255 Characters

First Name of the Contact

Last Name

255 Characters

Last Name of the Contact

E-Mail

255 Characters

Email address should be in a valid format.

Contact Person First Name 

255 Characters

Primary Contact First Name

Contact Person Last Name 

255 Characters

Primary Contact Last Name

Contact Person Email

255 Characters

Email address should be in a valid format.

Contact Number

50 Characters

Contact Number of the Contact/Organisation

Account Number 

50 Characters

User-Defined Account Number for the Contact/Organisation

Bank Account Number

Characters

Bank Account Number of the Contact

Account Receivable Tax

Characters

Default tax type used for contact on Invoices

Account Payable Tax

Characters

Default tax type used for contact on Bills

Postal Address Line 1

500 Characters

First line of the Postal address

Postal Address Line 2

500 Characters

Second line of the Postal address

Postal Address Line 3

500 Characters

Third line of the Postal address

Postal Address Line 4

500 Characters

Fourth line of the Postal address

Postal Address City

255 Characters

City of the Postal address

Postal Address Postal Code

50 Characters

Postal Code of the Postal address

Postal Address Region

255 Characters

Region of the Postal address

Postal Address Attention To

255 Characters

Contact Person of the Postal address

Postal Address Country

50 Characters

Country of the Postal address

Street Address Line 1

500 Characters

First line of the Street address

Street Address Line 2

500 Characters

Second line of the Street address

Street Address Line 3

500 Characters

Third line of the Street address

Street Address Line 4

500 Characters

Fourth line of the Street address

Street Address City

255 Characters

City of the Street address

Street Address Postal Code

50 Characters

Postal Code of the Street address

Street Address Region

255 Characters

Region of the Street address

Street Address Attention To

255 Characters

Contact Person of the Street address

Street Address Country

50 Characters

Country of the Street address

Currency Code

3 Characters

Default currency code for the Contact

Branding Theme

Characters

Branding Theme for the Invoice

Purchase Account Name

Characters

Default purchase account for Contact

Sales Account Name 

Characters

Default sales account for Contact

Skype User Name 

Characters

Skype UserName for the Contact

Tax No

50 Characters

Tax Number of the Contact

Xero Network Key

Characters

Store Xero Network Key for Contact

Phone Country Code

20 Characters

Phone Country Code for the Contact

Phone Area Code

10 Characters

Phone Area Code for the Contact

Phone Number

50 Characters

Phone Number for the Contact

Mobile Country Code 

20 Characters

Mobile Country Code for the Contact

Mobile Area Code 

10 Characters

Mobile Area Code for the Contact

Mobile Number 

50 Characters

Mobile Number for the Contact

Fax Country Code

20 Characters

Fax Country Code for the Contact

Fax Area Code

10 Characters

Fax Area Code for the Contact

Fax Number

50 Characters

Fax Number for the Contact

Direct Dial Country Code

20 Characters

Direct Dial Country Code for the Contact

Direct Dial Area Code

10 Characters

Direct Dial Area Code for the Contact

Direct Dial Number

50 Characters

Direct Dial Number for the Contact

 

Possible Failures & Troubleshooting Tips

The given name already exists. Please use a different name.

Contact is already available in Xero with the given "Contact Name". If you want to save a new contact, please change the "Contact Name".

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