Xero - Exporting Customers

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Exporting customers is done from the Invoice screen.

[1] Click Export Client, then [2] OK

 

 

Select the Address [1], Contact [2] and Employee (rep) [3] and click Submit [4]

 

If the customer was exported correctly you will see a confirmation message, click OK [1] to continue.

 

Select the customer form the dropdown list. Note that is is only required once per customer.

 

You can then view in Xero if required.

 

 



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