If you have connected WorkflowMAX to your Xero account, you can import your contacts, customers, or suppliers from Xero into WorkflowMAX.
WorkflowMAX will import the customers you have in Xero now. New customers you add in Xero later will not automatically import to WorkflowMAX.
Customers imported from Xero are added to your client list if their names differ from those of your existing clients in WorkflowMAX.
Before you begin
Before you can import any contacts from Xero, you must have successfully set up the interface between your WorkflowMAX account and your Xero account. For further details, see Set up the Xero interface.
Importing contacts
To import contacts, customers or suppliers from Xero into WorkflowMAX:
- Navigate to your settings, then select Integrations> Accounting > Xero.
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On the Xero screen, select Options and Import Contacts.
The Import Contacts button is available only once the interface between your WorkflowMax and Xero accounts has been fully set up. If you can't see this screen, please first establish the connection between WorkflowMAX and Xero.
Click Import. WorkflowMAX will confirm the successful import.
Frequently Asked Questions
Why won't this customer/supplier sync from Xero to WorkflowMAX?
To sync a Client or Supplier from Xero to WorkflowMAX, that contact must first have a document (Invoice or Bill) created for them in Xero. If your contact does not appear in the Customer or Supplier section of Xero, they will not be imported.