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.

Two people fist pump about their satisfaction with Xero contact management software.

See a full record of transactions

Get a complete picture of a customer or supplier’s transactions and contact history in Xero.

Store your contacts in one place

Add, edit and store contact details, notes and documents for any contact in Xero.

Access contact information on the move

Access contact information onsite or wherever you are with the Xero Accounting app.

See how to manage contacts in Xero

See a full record of transactions

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

  • Included
    View contact information and financials
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    View account balances including foreign currency amounts
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    See an overview of invoices, quotes, payments, bills, and notes and delve into the details
Transaction history of a Xero contact showing activity and notes.

Store your contacts in one place

Update and access all your contacts with Xero.

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    Look up contact details to get in touch with a customer or supplier
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    Upload and save any important documents relating to a contact
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    Add, edit and save notes about a contact for future reference
 A list of contacts displays in Xero.

Access contact information on the move

Access contact information away from your desk with the Xero Accounting app.

  • Included
    Have vital contact information at your fingertips
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    Add/edit contact notes when you’re away from your desk
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    Invoice your customers immediately using their stored contact details
A business owner looks up contact details for a customer in Xero.

More about managing contacts

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

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 and notes. Search for a contact using name or phone number or address. You can also find contacts when creating a transaction like an invoice or bill.

More about searching for contacts and transactions

Search for a customer or supplier from any screen in Xero to see their contact details, activity, payment history and notes. Search for a contact using name or phone number or address. 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

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

Start using Xero for free

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

  • Included
    Safe and secure
  • Included
    Cancel any time
  • Included
    24/7 online support
Hunt and Gather use Xero to see what money’s going in and out

We can see how the business is tracking

Hannah O’Brien, Hunt and Gather

Read Hunt and Gather’s story
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