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Bring in your clients from Xero Practice Manager

Published

A desk with a row of client files, one in coral

Xero Practice Manager exports your client list from Xero Partner Hub's settings. Choose that file in Import clients: Name and Email are matched for you, so you check the names and add them all at once.

What this does for you

Every client you keep in Xero Practice Manager, added here in one step.

1. How do I export my clients from Xero Practice Manager?

  1. In Xero Partner Hub, select the practice name, then Settings.
  2. Under Connections, select Export.
  3. Under File Type, choose the export of your clients, then select Export.
  4. When it finishes, download the file from the link under Export Result.

Xero's guide to exporting data has more.

2. How do I add them?

  1. In Clients, select Import clients, then choose the file.
  2. Check the columns and read the clients to add, and any rows not added with the reason.
  3. Select Add, which gives the number, such as Add 24 clients.

Nothing is sent to your clients. If it was the wrong file, Undo this import removes them again until you leave the page. Why a row is not added lists each reason.

3. Which columns does it read?

Import clients with a Xero Practice Manager file chosen: the columns it matched Import clients with a Xero Practice Manager file chosen: the columns it matched

Name for the client's name and Email for their email. Where Name is empty, as it can be for a person, FirstName and LastName are joined instead.

Every other column is left out, so you don't need to delete any first.