Contacts - Export and import all contact fields
Our contact cards are set up automatically through an API directly from our billing systems (we have multiple systems that are all coded differently). Fields like currency and branding are not updated with this link; therefore, the fields default to our Xero account settings. We want to export the contact card list with these fields to identify the clients with information that needs updating, to then fix and import in one step instead of updating each card.
4
votes
Melanie Magri
shared this idea
-
Andrew Napier
commented
When exporting contacts with a default currency, this isnt retained in the CSV exported. It would be a great feature for contact management