Import New Clients Function Button
In the old XPM we were able to import new clients but there is only an export button. When we sign up new clients, they fill out a spreadsheet which we can then import to Xero but can't see how to do this now
Nadine Meredith
shared this idea
Hi there,
Thanks for reaching out! It sounds like you're looking for the bulk import tool to get your new clients from that spreadsheet into Xero Practice Manager.
To confirm, this feature is still available, it's just moved to a slightly different spot in the new menu structure. Instead of looking for a button on the Client list, you can find the import tool here:
- In the Business menu, select Settings.
- Under the Connections heading, click on Import.
- For the File Type, select Generic - Client.
- From there, you can select your file and upload your new clients in bulk.
I’ve also included a link to our step-by-step guide on Xero Central which walks through the formatting if you need a hand with the spreadsheet columns.
Since this functionality is already tucked away in your settings, I'll close this idea for now, but please let us know if you have any trouble finding it!
