Xero is an online accounting application which is becoming very popular. We have added Xero to our import tool so you can easily pull in your contacts. Once your contacts are in Airsquare you can then email them or manage customer relationships.
To import your contacts from Xero:
- Go to Contacts > People > Import people
- Choose Xero in the list
- Follow the instructions to get your contacts out of Xero
- Upload the CSV file from Xero.
- Click Next
- You'll then see a preview of the new people found. Just unselect anyone you don't want to import. You also have the option to add these people to any groups/subscriptions you have.
- Click Import people