Last updated 12/01/2021
Customer information from the Cin7 CRM can be imported into Xero. New Customers will be added into Xero and Customers that already exist in Xero will be updated.
To import all contacts:
You may wish to only import a selection of Customers. To do this:
Imported contact information will now be available in Xero.
This cannot be done directly, however it can be done by exporting your Xero Customers 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.
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