If you’ve got a Xero account you can import your Xero customer data into Tradify. If you haven’t setup Xero as your accounting system in Tradify yet, you need to do this first before importing customers from Xero. You can find out how to setup Xero as your accounting system here.
1. Click on Customers in the main navigation bar. Next click on Import Customers from Xero.
2. Tradify will import now your Xero customers. You can perform this process as often as required. Tradify will add any new customers and update existing customers.