Import contacts into Xero

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 fieldTypeDescription
ContactID Xero identifier
Contact Status Current status of the contact (ACTIVE)
NameStr 500Name of the organization
First NameStr 255First name of contact
Last NameStr 255Last name of contact
Email AddressStr 500Email 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 SupplierBooleanNot possible to import
IsCustomerBooleanNot possible to import
Default Currency Default currency for raising invoices against contact, ie USD, NZD, AUD

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