Manage Xero contacts effortlessly
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 customer or supplier’s contact history.
Create lists and groups
Create contact lists from searches, and create groups to organise contacts.
Manage contacts in one place
Add, edit and store contact details, notes and documents for any contact.
See transaction history
Get a complete picture in Xero of contact activity and history.
- View contact information and financial settings
- View account balances including foreign currency amounts
- See a history of invoices, payments, bills, and notes
Create lists and groups
Set up repeatable searches, and organise contacts into custom groups for contact management and marketing.
- List sales transactions using Xero’s predefined searches
- Create your own smart lists from saved searches with contact management software
- Use contact groups to filter reports and create multiple invoices
Manage contacts in one place
Update and access all your contacts from the web or via the Xero Accounting app.
- Look up contact details to get in touch with a customer or supplier
- Upload and save any important documents relating to a contact
- Add, edit and save notes about a contact for future reference
More about managing contacts
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 customer relationship building.
More about working with smartlistsImport 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 XeroSearch for a customer or supplier from any screen in Xero to see their contact details, activity, payment history and notes. 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 transactionsRespond 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
Start using Xero for free
Access all Xero features for 30 days, then decide which plan best suits your business.
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- Cancel any time
- 24/7 online support
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