Teamgate allows importing all Xero customers' database with just a few clicks. Such functionality will save a lot of time because eliminates the need to create new customers in Teamgate manually. As well as, after importing the database from Xero - all customers will be linked to Teamgate automatically.
Before the import - make sure Xero is already integrated.
1. Which data will be imported into Teamgate?
According to the data entered into Xero - after the file's import Teamgate will create:
Company and People - if there will be entered "Company title" and "Name, Second name" of the customer in Xero.
Only company - if there will be entered only "Company title" in Xero.
Only People - if there will be entered only "Name, Second name" of the customer in Xero.
And the following data:
- phone number;
- address;
- email address;
- URL.
2. How to import customer list from Xero to Teamgate?
2.1. Customer import may be performed from Company or People list and from the Settings:
Open Company or People list and click import;
OR
Navigate to the Settings > Data migration > Import > select People or Company.
2.2. Click Xero button
2.3. Assign a tag if you wish to filter the customer list imported from Xero and click "Import".
2.4. Do not close the window while the import is in progress.
3. How to cancel the import?
To cancel the import, please navigate to the Settings > Data migration > Import history > click "cancel".
The import may be canceled within 24 hours.