Import Xero Resources and Customers to Docketbook

Created by Christina Fenech, Modified on Wed, 06 Dec 2023 at 09:39 AM by Christina Fenech

This video will show you how to connect your Xero resources and contacts to Docketbook. 


 


Note, that Xero integration is only available on the Business & Enterprise plans. For more information on pricing, please visit our pricing page: www.docketbook.com.au/pricing


 


 



 


If you have already added contacts and resources into Docketbook, and don't want to import these into Docketbook from Xero, you can simply link each existing resource and contact in Docketbook to the appropriate Xero item, as shown below:

Resources 


To link your existing resources on Docketbook to Xero, follow the steps below.


Step 1. Go to the Settings icon


Step 2. Click the "Resources" tab


Step 3. Select the unlinked Xero resource item by clicking the box 


Step 4. Click Edit



Step 5. You can then search for the Xero item you want to link and then click "Save" to update.



 



 


 


Contacts 


To link your existing contacts on Docketbook to Xero, follow the steps below.


 


Step 1. Go to Contacts


Step 2. Select Unlinked Contact on Docketbook then click Edit



Step 3. Click "Select Xero Contact" to connect the contact to Xero and then click Save to update.



 



 

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