Bring your customers and suppliers across from Xero
Import customers, suppliers and business details from Xero, choosing what comes across.
What this is for
Import from Xero reads your Xero (it changes nothing there), shows you what it found, and brings across what you choose: customers and suppliers with their contacts, addresses and payment terms, your business details and logo, and the accounts and tax codes your invoices should use. Every customer and supplier stays linked to its Xero contact, so invoices from Sign OS land on the same contact in your books and nothing is doubled up.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
Your business
- Business details from Xero
- Name, legal name, ABN, address, phone and website. 'Use these where your business details are blank' fills only what you haven't entered in Settings → Business details.
- Copy the logo from your Xero invoices
- Only if you haven't uploaded a logo to Sign OS.
Your contacts
- Customers · Suppliers · Both · Not sorted yet
- Xero only marks a contact as a customer or supplier once they've had an invoice or a bill, so contacts with neither are 'Not sorted yet'. Click a group to see it; sort each contact, or sort them all at once.
- Only contacts with an invoice or bill in the last two years
- On by default, so old and one-time contacts stay in Xero.
- Leave out likely one-off cash sales
- Names like 'Cash Sale', or contacts with no way to reach them and one invoice at most. Tick any back from the list.
- Include contacts archived in Xero
- Off by default.
- Matches one you already have
- A contact that is already in Sign OS (same Xero link, ABN, email or business name) is linked, not copied, and only its blank details are filled in.
Your biggest customers this year
- Top customers
- Your 20 biggest customers by sales in the last 12 months, and what each owes you now, so you recognise your book at a glance.
Where invoices and bills go in Xero
- Sales account · Bills account · Tax on sales · Tax on bills
- Picked from your own Xero. Leave any on Xero's default.
Before you start
- Xero is connected under Settings → Accounting (it is already, if you started your trial with Xero).
- You are the owner, an admin or look after the accounts.
Step by step
- 1
Open Settings → Accounting and click Import customers and suppliers on the Xero card (or use the link on your trial dashboard).
- 2
Click Read my Xero. It takes a minute or two; you can leave the page and it keeps going.
- 3
Check your business details, sort the contacts Xero couldn't, untick anything you don't want, and pick your accounts and tax codes.
- 4
Click Import. It runs in the background and you get a notification when it's done, with a summary of what came across.
Tips & gotchas
- Nothing is added to Sign OS until you click Import, and nothing in Xero is changed at all.
- Products and services in Xero aren't imported: Sign OS prices each product from its parts, and Xero's flat prices would fight that.
- Xero payment terms set by the month ('the 20th of next month') become the nearest number of days. The summary lists them so you can check.
- Xero's demo company is recognised and nothing is imported from it.
- You can read your Xero again later; contacts already brought across are linked, not copied twice.