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Manage your business contacts
Xero automatically creates contacts when you enter transactions. Or you can import your entire contact list in one go. View details like customer and supplier payment histories, the average time they take to pay and their current payment status.
Manage customer relationships
All contact records have a thorough transaction history with contact log and notes. To make invoicing quicker, add customer details like: bank account, tax ID, tax rate, currency and invoice format.
Contact data updated centrally
All your contact information gets updated at once, so all Xero users in your business have access to the same set of Xero contacts. Use our mobile app Xero Touch, to see your contact details on the go.
Create contact groups so you can create and send an entire batch of identical invoices to every contact in a group in one simple step.
Do more with advanced CRM software
For powerful customer relationship management (CRM) solutions, explore our Add-on Marketplace CRM partners (costs vary).
Managing contacts in Xero
“Streamlining our accounting and bookkeeping process has freed me up to spend more time in the community.”