Set Up Contacts in Xero

This section introduces users to managing contacts in Xero. Whether you're working with suppliers or customers, the Contacts section allows you to store, organise, and manage key business relationships in one place.

By the end of this section, the learner will be able to:

• Navigate to the Contacts area to view all customers and suppliers.

• Add a new contact manually or import multiple contacts from a list

Access Contacts

From the dashboard, click Contacts →

You can go straight to your customer or Supplier lists, or open any contact groups you’ve set up.

To view everything in one place, select All Contacts

Explore and Organise Contacts

Xero offers flexible tools to help you filter, group, search, and manage your contacts efficiently. This makes it easier to track customer and supplier activity and keep your contact list tidy.

Archive or Group Contacts

When you select multiple contacts from the list, you can:

• Add them to a group

• Merge duplicates

• Archive them

Create a New Contact

1. Add a new contact to keep Xero up to date with suppliers, customers, or employees. Xero automatically categorizes contacts as customers or suppliers when you approve an invoice, bill, or credit note for them 

2. Enter the contact details. Contact Name [1] is required; adding an email address [2] allows you to send invoices directly from Xero 

3. Set default sales or purchase settings [1], such as tax rates,, and default due dates.

4. If your contact uses Xero, enter their Network Key [1] to send invoices directly as draft transactions. Click Save [2] when done.