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Abilty to add imported customers to a group would make our annual membership invoicing easier.. or the option to bulk add contacts to a group through and upload file

This is how we report for taxable income and there is not report to check that all correct contacts are in this group.

Hi Xero Team, this is an essential and most softwares do have this function. Not only for maintenance but also for new subscribers. Suggestion: use the existing "Skype" column, add this field back to the contact card and you should be almost done in implementing this.

In order for us to edit customer groups in bulk, it would be fantastic if Xero could include the contact group field to the customers template.

Yes, this would be a timesaver for those running memberships.

Crucial to a new client. I have to include the group in in the contact name as a workaround.

Xero, PLEASE, PLEASE, PLEASE could you just add the Group field to the import file. Surely this is all it takes to connect individual customers to a Group ?

I'm sure it only needs another field in the template?

Hundreds of contacts - need to be grouped more easily than one by one! Needs field added to bulk import csv template.

We have hundreds of customers and many groups, and we need to assign each customer to a specific group.
The export file does not contain a field for groups, and it would be extremely tedious and time consuming to have to add each customer to a group by manually selecting them, and then using 'add to group'.
Surely there is a better way to do this via an import file please?

trying to export data for Gov - Annual International Trade in Services. This is nigh on impossible because we cannot search anything by country.

I like many others have had to manually go through and assign customers to a group for speciific countries in order to export income by group, but I have thousands of suppliers and doing it manually is going to take me an age.

PLEASE PLEASE PLEASE add this functionality

Please can this get rolled out. I currently have hundreds of contacts I need to manually move into groups. The lack of this function seems very outdated!

So many needs, such a long time for Xero to address them. Yet again, useful issues lag for years.

WOW, Looks like we are still waiting for Xero to wake up on this one.... maybe listen to your customers are we are all clearly asking for this feature and it really is quite easy to add this into a CSV import field

This would be a huge time saver feature if enabled. Currently having to do this manually and it wastes so much time compared to being able to do a bulk import.

This would be a very useful function - the group function is not as useful without being able to set via import.

Sad to see , over a year of requests for this feature, what I would have thought is a simple feature but no action. Just started to bulk import multiple contacts with a view to separating them into groups and there's no facility to do this. Frustrating!

There is a workaround:

TRY THIS FIRST IN "Demo Company" BEFORE DOING IT IN YOUR PRODUCTION ENVIRONMENT.

Step 1: Create the CSV that you want to upload for a single group. Save it as something like "Final".

Step 2: Open the "Final" CSV again and re-save it as "Initial Upload". Then add a new temp column called Group. Populate all rows with the unique group name. Then add a another column called Concat, in that column, use the concatenate function to join together first name and group name. Then replace the first name column with the data from the Concat column, paste values only. Your first name column should now look something like this: "GroupName James". Delete the two columns that you created. Then you upload that CSV.

Step 3: Go into "All Contacts" and use the search function to look for the unique group name that you have used in the upload.

Step 4: Select all the contacts using the select all checkbox, then select "Add to Group".

Step 5: Now that all the contacts are in a group, re-upload the Final CSV that you created earlier. This is the one that just has the first name without the group name.

You should now have all the contacts with their correct names assigned to the group that you wanted.

I support this update 100%. I have 500 shareholders I need to load into Xero contacts in their own "Shareholders" group.

Presently I have to do this manually because they cannot be uploaded via CSV file into a "Group" nor can they be loaded into Contacts and moved to a group at a later date.

This brings me to also ask for the ability to identity a Contact within their details page which group OR GROUPS they belong too. eg. have a tick box on the contact entry page to select which groups they belong to and then be able to run a specific group list report.

Thank you in advance for getting this request escalated.

I use Xero for a non-profit so we don't have customers, but we do have donors which I have added as a group. I can download donor information from paypal, instagram, etc. and need to import the donor group with the info. It's very cumbersome not to have this.