Importing Xero Customers & Suppliers
Before You Start
You will need to have already connected Xero with Clik Service before you can import your customers.
To start importing, go to Tools > Accounts Import > Customers/Suppliers.
You will now see the accounts import tool.
Click on ‘Step 1: Import from Accounts‘ and select ‘Customers & Suppliers‘.
Click ‘OK‘ in the pop-up window and all your customers will begin to import from Xero.
Once they have all appeared, click on ‘Step 2: Save imports to Clik CRM‘.
Now all your Xero contacts are in Clik Service.