HOW TO ADD A NEW CONTACT IN XERO – various ways

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How to Add a New Contact in Xero

Adding a contact in Xero is quick and easy! Follow the steps below to get started.

Below are step by step CLICK HERE CLICK THERE instructions, just click on the thumbnail below

if however you prefer a video, click on the thumbnail below

Method 1: Add a Contact Manually

  1. Log into Xero:
    Head to Xero and sign in.
  2. Go to Contacts:
    • Click Contacts in the top menu.
    • Select All Contacts.
  3. Add a New Contact:
    • Click the “+ Add Contact” button.
    • Fill in the details:
      • Name (required)
      • Email, phone, and address (optional but useful)
      • Tax/VAT number if applicable
  4. Set Financial Details (Optional):
    • Add default sales and purchase settings if needed.
  5. Save Your Contact:
    • Click “Save” to finish.

Method 2: Import Multiple Contacts via CSV

  1. Go to Contacts:
    Click Contacts > All Contacts.
  2. Import Your Contacts:
    • Click “Import” in the top-right corner.
    • Download the CSV template provided.
  3. Fill in the CSV Template:
    • Add your contact details to the spreadsheet.
    • Save the file and return to Xero.
  4. Upload and Confirm:
    • Click “Browse” to upload your file.
    • Review and confirm the import.

Method 3: Create a Contact from an Invoice or Bill

  1. Open an Invoice or Bill:
    • Go to the Business menu.
    • Select Invoices or Bills to Pay.
  2. Add a New Contact:
    • In the To field, type the contact’s name.
    • Select “Add new contact” when prompted.
  3. Enter Details and Save:
    • Fill in any missing information.
    • Click “Save” to add the contact.

Method 4: Automatically Add Contacts via Hubdoc/Apron/Dext/Autoentry or others

  1. Log into Data capture program:
    Open it and sign in.
  2. Upload a Document:
    Upload or forward an invoice/receipt.
  3. Publish to Xero:
    When publishing to Xero, Your program will create a new contact if one doesn’t exist.

Pro Tips:

  • Avoid Duplicates: Use Merge Contacts to combine duplicates.
  • Set Defaults: Assign default accounts and tax rates for smooth invoicing.
  • Group Your Contacts: Use Contact Groups for easier management.

 

 

But if you want to just CHANGE/UPDATE your XERO contact, click here

Need help with Xero? Check out more guides on Biking Bookkeeper for expert tips and advice! ‍♂️