Import Xero Customers to Docketbook Contacts

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

Customers Xero

2. You will then be able to select one or multiple Xero Customers to Import into Docketbook.

Import Xero

 

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"

Contact link

2. Inside the Customer you can scroll to the bottom and then click "Select Xero Contact"

Select Xero

3. You will then be able to select the Xero Customer you want linked to the Docketbook Customer Contact. 

Select-1

4. To update the change to your contact, you can then click Save

Save Update Xero

If you need any further help, please contact support@docketbook.com.au