You can import customer contacts into Docketbook from Xero, or if you've already added customers into Docketbook you can simply link each existing contact to the appropriate Xero item.
To import your Xero Customers to Docketbook, follow the steps below.
1. Select the Contacts tab at the top of the screen, then select Import
2. You will then be able to select one or multiple Xero Customers to Import into Docketbook.
To link your Customers on Docketbook to Xero, follow the steps below.
1. Select the Contacts tab, then select an existing Customer and click "Edit"
2. Inside the Customer you can scroll to the bottom and then click "Select Xero Contact"
3. You will then be able to select the Xero Customer you want linked to the Docketbook Customer Contact.
4. To update the change to your contact, you can then click Save
If you need any further help, please contact support@docketbook.com.au