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  1. Contacts - Import with contact Group

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    submitted  ·  41 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emily Rutterford commented  · 

    I need to be able to bulk import clients in different contact groups. This is so I can use a third party app to migrate details across with their groupings (Adfin). This is for subscriptions we want to take by direct debit, however it would also be good for adding the client manager as a contact group (within our accounting firm).

    NOTE: The XERO AI answer to this is incorrect, see attached - you can not bulk update via import the contact groups.

    Emily Rutterford supported this idea  ·