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How To Import Clients into XERO Online

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  • 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

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