Last updated 03/01/2019
Contact information from the Cin7 CRM can be imported into Xero. New contacts will be added into Xero and contacts that already exist in Xero will be updated.
To import all contacts:
You may wish to only import a selection of contacts. To do this:
Imported contact information will now be available in Xero.
Cin7 Field Name
Xero Field Name
|Company Name||Contact Name|
|First Name||Primary Person First Name|
|Last Name||Primary Person Last Name|
|Delivery Address information||Street Address|
|Billing Address Information||Postal Address|
This cannot be done directly, however it can be done by exporting your Xero contacts to a spreadsheet and then importing them from the spreadsheet into Cin7.
No, you cannot do this. In order to keep your Xero account clean, we only import contacts once a transaction has been made against them.
Contacts will only appear to be imported once a transaction has been made an against a transaction.
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