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Importing Suppliers to Xero

Last updated 12/01/2021

How to import Suppliers into Xero.

Overview


Supplier information from the Cin7 CRM can be imported into Xero. New Suppliers will be added into Xero and Suppliers that already exist in Xero will be updated.

Importing All Suppliers

To import all contacts:

  1. From the left navigation, select Accounting, then Xero.
  2. Select Purchases tab
  3. Select Suppliers
  4. Tick the All checkbox
  5. Click Upload All
Importing Selected Suppliers

You may wish to only import a selection of Suppliers. To do this:

  1. From the left navigation, select Accounting, then Xero.
  2. Select Purchases tab
  3. Select Suppliers
  4. Check the tick box for Suppliers you wish to import
  5. Click Upload Selected

Imported Supplier information will now be available in Xero.

FAQs

Is it possible to download contacts from Xero into Cin7?

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.

Can I import all of my Suppliers into Xero in one go?

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.