How To – Import Clients into XERO Online

  • Under the Contacts tab select All Contacts

  • Click Import 

  • Click Browse to locate your exported file from CatchData

  • Select the file and click open

  • Click Import 

  • Xero will present the import log before importing to notify you of the successful items and items that will be skipped/ignored.  This allows you to fix up any errors before importing.
  • Once confirmed click Complete Import