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Export Contact/Client Groups to CSV - (I'm believing I'm on the same wavelength of the original poster)

It would be incredibly useful if Xero provided the ability to export Contact Groups and Client Groups to CSV, separately from a Contacts export, or as part of, whatever would work best)

Currently, there is no way to download a list of groups or their memberships, making tasks such as:

> Identifying duplicate groups
> Reviewing existing group structures
> Bulk amending groups
> Creating replacement groups
> Auditing group memberships
> Cleaning up outdated groups

As part of our annual data audit process, we regularly review and cleanse data held in Xero to ensure it remains accurate, easily identifiable, and well organised. Group management forms an important part of this housekeeping activity, but without an export function it can be difficult to efficiently review large numbers of groups or spot duplicates and inconsistencies.

The suggested workaround, from JAX, of manually reviewing groups and copying information into a spreadsheet is not practical for organisations with a large number of groups and creates unnecessary administrative effort.

Suggested enhancement: Add an "Export Groups" option that includes:

Group Name
Group Type
Contact/Client Name
Contact/Client ID
Group Membership Details

Business benefits:

Supports annual data audits and housekeeping activities
Improves data quality and consistency
Makes duplicate identification easier
Reduces administration time
Helps organisations maintain clean and well-structured data

A simple CSV export would significantly improve group management and data governance for businesses that maintain large numbers of contacts and groups.

I support the idea that the option to export data held in Xero, especially for auditing purposes, would be an extremely useful function

Ran into this too. I had tens of thousands of contacts to sort out and not being able to see groups in the export made it impossible to check what was grouped where. It frustrated me enough that my partner and I built a tool for it: it exports your contacts with their groups included, and you can filter by group (or no group) before exporting. It is a paid app (being upfront about that), but the free trial covers this: bulkcontactmanager.com. Hope Xero adds the column natively too, it really should be standard.

Just been in touch with Xero support regarding this matter again hoping for a report providing all customers in each group. I know you can select one group at a time but that's time consuming if you have dozens of groups. Also, I don't believe you can down load that data to an excel file?
There is a report but the only information provided in that report is name and account number!! No address, telephone numbers or email. So annoying!!

wow, its been requested since 2022 and its still not in the product, i bet this is in your competitors product

This is a much needed feature!

Why are Xero not fixing this simple issue?

Please 🙏

Yes we need that Asap!

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

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

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.

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.

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

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.

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.

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

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

I very much need this feature

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

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