Full contact history in one place

Look up a customer or supplier to see a full history of sales, emails, invoices and payments as well as contact details.

Contacts and smartlists

See transaction history

Get a complete picture of a contact’s history.

Create lists and groups

Generate lists and groups from saved searches.

Connect your email

See all your email correspondence in Xero.

See transaction history

Get a complete picture of contact activity and history.

  • Included
    View contact information and financial settings
  • Included
    View account balances including foreign currency amounts
  • Included
    See a history of invoices, payments, bills, notes and emails
A full list of a customer’s activity includes invoices paid, overdue, and awaiting payment.

Create lists and groups

Set up repeatable searches, and organize your contacts into custom groups, to suit your organization’s needs.

  • Included
    List sales transactions using Xero’s predefined searches
  • Included
    Create your own smart lists from saved searches
  • Included
    Use contact groups to filter reports and create multiple invoices
Emails to and from a customer display in the contacts screen on a mobile phone.

Connect your email

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

  • Included
    Connect your Gmail or Office 365 account
  • Included
    Share selected emails with staff or keep them private
A new customer list is being created by selecting conditions from a drop-down list.

More about smartlists and contacts

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

Start using Xero for free

Access all 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

Xero became a really critical tool for us as we took on more staff.

Kate uses Xero to run her business

Kate from Lune uses Xero to run her business