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 of contact activity and history.
Set up repeatable searches, and organise your contacts into custom groups, to suit your organisation’s needs.
See all the email correspondence with your customers and suppliers in Xero.
Generate a smart list and export the details to bulk email contacts or to create a marketing campaign.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 activity, payment history, notes and emails as well as their contact details. Just click the search icon and type in the first few characters of the contact’s name, email address or account number. And find contacts when creating a transaction like an invoice or bill.More about searching for contacts and transactions
Respond to verified requests from 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
Xero became a really critical tool for us as we took on more staff.