Manage contacts and contact history

Use Xero for contact management. See details of a customer’s or supplier’s sales, invoices and payments in one place.

See transaction history

Get a complete picture of a contact’s history.

Generate lists and groups from saved searches.

See all your email correspondence in Xero.

Get a complete picture in Xero of contact activity and history.

Set up repeatable searches, and organise contacts into custom groups for contact management and marketing.

See all the email correspondence with your Xero contacts – both customers and suppliers – in Xero.

: Generate a smart list and export the details so you can bulk email contacts, create a marketing campaign, or send a newsletter as part of your contact management and and customer relationship building.
More about working with smartlists
: Import multiple contacts into Xero ready for use in invoices, orders and bills. Use the CSV template file provided by Xero to label and format the details for importing. Optionally, include financial settings such as payment terms, discount and default account to use for sales or purchases in the import.
More about importing contacts into Xero
: Search for a customer or supplier from any screen in Xero to see their contact details, activity, payment history, notes and emails. Just click the search icon and type in the first few characters of the contact’s name. You can also find contacts when creating a transaction like an invoice or bill.
More about searching for contacts and transactions
: Respond to verified requests from Xero contacts asking you to provide the personal data you hold on them, or to update or erase that data. Data that needs to be kept for legal reasons is put into a deep archive state where transactions are visible but the contact can’t be found.
More about managing a contact’s person data

Access all Xero features for 30 days, then decide which plan best suits your business.