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