How to Create New Contacts in Xero
Alice Mason
54 steps
5 minutes
Bikingbookkeeper
Xero
Scribe
1
NEW CONTACT IN XERO
2
Switch to tab Dashboard – Xero"
3
SET UP THROUGH CONTACTS
4
Click "All Contacts"
5
Click "New contact"
6
Click here.
7
Click "Contact"
8
Click "Contacts"
9
Click "All Contacts"
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IMPORT CONTACTS THROUGH CSV FORMAT
11
Click "Import"
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Click "Download template"
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Click "Select file"
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Click "Business"
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Click "Invoices"
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NEW CONTACT THROUGH NEW INVOICE
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Click "Save"
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Click the "Contact" field.
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Type "Emma Harris"
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Click "Create 'Emma Harris' as a new contact"
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Click the "Email" field.
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Type "[emma.harris@gmail.com](mailto:emma.harris@gmail.com)"
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Click the "Country" field.
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Type "+44"
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Click the "Area" field.
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Type "01925 [[tab]] 889112"
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Click the "Delivery addressEdit all address fields" field.
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Type "89 high street, newton le"
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Click "Munro Summers Architects Ltd, 89 High Street, Newton-Le-Willows, St. Helens, WA12 9SL"
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Click "Edit all address fields"
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Click the "Address" field.
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Type " [[delete]]"
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Click the "Address line 2" field.
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Press [[ctrl]] + [[x]]
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Click the "Address" field.
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Press [[ctrl]] + [[v]]
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Click the "Use as billing address" field.
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Click here.
39
NEW CONTACT THROUGH BILLS - but only name no other details
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Click "Bills to Pay"
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Click "New bill"
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Type "Hm Revenue and Customs"
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Click "+ New Contact"
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Click "Contacts"
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Click "All Contacts"
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ADD OR EDIT CONTACT DETAILS
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Click "24 Locks"
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Click "Edit"
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Click the "Email" field.
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Type "[24lock@gmail.com](mailto:24lock@gmail.com)"
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Click the "First name" field.
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Type "Steven [[tab]] Spencer"
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Click here.
54
Click "Save & close"
How to Create New Contacts in Xero
Alice Mason
54 steps
5 minutes
Bikingbookkeeper
Xero
Scribe
1
NEW CONTACT IN XERO
2
Switch to tab Dashboard – Xero"
3
SET UP THROUGH CONTACTS
4
Click "All Contacts"
5
Click "New contact"
6
Click here.
7
Click "Contact"
8
Click "Contacts"
9
Click "All Contacts"
10
IMPORT CONTACTS THROUGH CSV FORMAT
11
Click "Import"
12
Click "Download template"
13
Click "Select file"
14
Click "Business"
15
Click "Invoices"
16
NEW CONTACT THROUGH NEW INVOICE
17
Click "Save"
18
Click the "Contact" field.
19
Type "Emma Harris"
20
Click "Create 'Emma Harris' as a new contact"
21
Click the "Email" field.
22
Type "[emma.harris@gmail.com](mailto:emma.harris@gmail.com)"
23
Click the "Country" field.
24
Type "+44"
25
Click the "Area" field.
26
Type "01925 [[tab]] 889112"
27
Click the "Delivery addressEdit all address fields" field.
28
Type "89 high street, newton le"
29
Click "Munro Summers Architects Ltd, 89 High Street, Newton-Le-Willows, St. Helens, WA12 9SL"
30
Click "Edit all address fields"
31
Click the "Address" field.
32
Type " [[delete]]"
33
Click the "Address line 2" field.
34
Press [[ctrl]] + [[x]]
35
Click the "Address" field.
36
Press [[ctrl]] + [[v]]
37
Click the "Use as billing address" field.
38
Click here.
39
NEW CONTACT THROUGH BILLS - but only name no other details
40
Click "Bills to Pay"
41
Click "New bill"
42
Type "Hm Revenue and Customs"
43
Click "+ New Contact"
44
Click "Contacts"
45
Click "All Contacts"
46
ADD OR EDIT CONTACT DETAILS
47
Click "24 Locks"
48
Click "Edit"
49
Click the "Email" field.
50
Type "[24lock@gmail.com](mailto:24lock@gmail.com)"
51
Click the "First name" field.
52
Type "Steven [[tab]] Spencer"
53
Click here.
54
Click "Save & close"
