Create targeted lists
Use Smart Lists to create lists of customers based on contact and financial information stored in Xero. Use contact information, transaction history or even payment status.
Turn data into action quickly
Extract your list as a Comma Separated Value (CSV) file and import that into an email solution, or send it directly to Constant Contact to manage an email marketing campaign. Constant Contact is an online marketing application that integrates with Xero.
Save your searches
When you save your searches, you can reuse them again whenever you want. Create dynamic searches, or save a static list and add to it later on.
Smart Lists in Xero
“The beauty of online accounting with Xero is I can be anywhere, anytime with my laptop and – provided I've got wireless access – I can look at the numbers on a day-to-day basis.”