Import contacts into Xero

Axis
You can import contacts into Xero from text, Excel and IIF files into Xero using Zed Axis.  Follow these steps:
  1. Open Zed Axis and connect to your Xero company file
  2. Click on the import tab
  3. Browse to the file that you wish to import into Xero
  4. Create a map between the columns in your import file and the corresponding fields in Xero, a detailed explanation of the fields are included below.
  5. Click import and your data will be imported into Xero as contacts.
Here is a description of the fields that you can import on a contact.


Xero field Type Description
ContactID   Xero identifier
Contact Status   Current status of the contact (ACTIVE)
Name Str 500 Name of the organization
First Name Str 255 First name of contact
Last Name Str 255 Last name of contact
Email Address Str 500 Email address of contact
Skype User Name   Skype ID of contact
Bank Account Details   Bank account number of contact
Tax Number   Tax number of contact (Ie Tax ID, ABN, VAT, GST)
Accounts Rec Tax Type   Default tax type used on customer invoices
Accounts Pay Tax Type   Default tax type used on supplier invoices
Address Line 1   Address block..
Address Line 2    
Address Line 3    
Address Line 4    
Ciy    
Region    
Postal Code    
Country    
Attention To    
Address Type   The type of address ie POBOX or STREET
Phone Type   The phone number type ie DEFAULT, DDI, MOBILE, FAX
Phone Number   Telephone number
Phone Area Code   Telephone area code
Is Supplier Boolean Not possible to import
IsCustomer Boolean Not possible to import
Default Currency   Default currency for raising invoices against contact, ie USD, NZD, AUD

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