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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

    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!!

  • John Logan commented  ·   ·  Report

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

  • 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.

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