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Contacts - Export contact group

Very simple fix. Add 'Group' as a column header on CSV export download of contacts. When I download all the contacts, ive no way of knowing which group they are in, or if they are not in a group.

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Damien O'Looney shared this idea  ·   ·  Report…  ·  Admin →
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  • Sharon Davies commented  ·   ·  Report

    Yes, this is extremely annoying. Why can't a simple report be created?

  • Julie Curnow commented  ·   ·  Report

    Going to have to manually trawl through our contact export because group is not a reportable field. Sigh.

  • Sue Kesa commented  ·   ·  Report

    So frustrating. One simple column for Groups but no ability to add it. Also why do we need so many unwanted columns of data when exporting a file. Grrr. Would be good to choose only what we want exported to .csv.

  • Damien O'Looney commented  ·   ·  Report

    I've been waiting for this fix for almost three years. I understand Xero are only interested in ideas that can drive commercial goals, but why have this 'ideas' hub if they are not going to act on it.
    I help out at a University business start-up hub and I've stopped recommending Xero.

  • Fiona Turner commented  ·   ·  Report

    And yet all the fluffy feels of a new dashboard, sorry 'homepage' are being expounded as the fabulous new thing. Sigh.

  • Telemall Accounts commented  ·   ·  Report

    75 columns but 'Group' is not one of them. It would be a 2 minute fix, and then I could create the 'Archive' customer group I need to clear out thousands of obsolete customers, in 5 minutes.

  • Aaron Goodrum commented  ·   ·  Report

    This is a must have feature. I can't believe Xero don't already have it. Quickbooks have this feature and I thought it would be standard.

  • Damien O'Looney commented  ·   ·  Report

    Over two years and still no update on this pretty simple fix.

  • Emma Dodgson commented  ·   ·  Report

    Any update on exporting "Group" tag when doing a bulk contacts export?

  • Louise Gilder commented  ·   ·  Report

    yes I would like to be able to see groups in all contacts exported and also in the view in Xero

  • Chris Mulley commented  ·   ·  Report

    Frustrating that for all the tagging in Xero you cannot report on many things such as customer Groups but also things like projects.

  • Rebecca Cohen commented  ·   ·  Report

    This feature would make Xero so much more beneficial. Currently needing other programs to manager contacts.

  • Gordon Jones commented  ·   ·  Report

    It would be very useful to be able to export a contact group to Excel for sorting, analysis, etc.

  • Fiona Turner commented  ·   ·  Report

    So here we go again. I ask a question to Xero and they send me to an "Ideas" page. Ho hum, they're so unuseful when it's not their idea or something they're working on. And more than a year on, still not able to add a simple "Group" addition to the CSV export. Sigh.

  • Yolande DONOVAN commented  ·   ·  Report

    Could Xero please arrange for Group to be added to the Contacts export.

  • Chris O'brien commented  ·   ·  Report

    this did not work me. I'm the average person who's got basic computer skills. After multiple attempts to do this, this failed for me. My outlook account kept mixing up my xero clients with my personal contacts. In the end, I found out I needed a professional version of outlook, (which I refuse to pay for). I finally managed to get it over in a separate category with the help of a professional. Since then, my client's list as updated. This group email suggestion was raised back in 2021, as far as I can tell. How is this not a priority?
    I am now considering switching to MYOB, because not only do they have this feature, but their plans are cheaper.

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