Importing Clients From Xero

Introduction:

Easily import all your clients from Xero to Tax Sorted with just a few clicks. The import process includes important details such as ABN, Entity Type, Group, and Financial Year, ensuring that your client information stays current and in sync with Xero.

How to Add Clients from Xero

Adding clients from Xero to Tax Sorted is simple. Follow these steps to seamlessly import clients from Xero into your Tax Sorted account.

Step 1: Click on the Add From Xero button located in the top right corner.

Step 2: Click on Allow access.

Step 3: Select the clients you want to import from the list provided.

Step 4: Click on Add Clients to import the selected clients.

Step 5: Once imported, the clients will appear on your Client List page. You will now receive a confirmation toast message.

How to Export Client List to Excel

Exporting your client list from Sorted to Excel can help you manage and maintain your client data. Here's how you can export your client list with ease.

Step 1: Go to the Client List page in Tax Sorted.

Step 2: Click on the Export button.

Step 3: The file will be successfully downloaded and ready to use on your device.

With these easy steps, you can efficiently add clients from Xero and Export your client list to Excel to analyse, and save your data outside of Tax Sorted.

• Related Articles

• Connecting Clients with Xero Ledger

  Introduction: To seamlessly prepare workpapers, you need to connect the clients imported in Tax Sorted to Xero Ledger as the financial data is imported from Xero Ledger. This guide will show you how to connect or disconnect with Xero Ledger. Green ...

• Sync Client Relationship with Xero

  Introduction This feature allows you to seamlessly integrate and manage relationships between clients and entities, ensuring that all relevant information is consistently reflected across both systems. Efficiently manage client relationships with Tax ...

• Update & View Client Details

  Introduction: Viewing and updating client details is important for error-free workpaper creation. With just one click, you can update your Client Details directly from Xero. This guide will walk you through the steps to view and update client ...

• Understanding the Dataflow Among Tax Sorted, Xero Practice Manager, Xero Ledger, & DMS

  Introduction This article provides a comprehensive overview of the data flow between Tax Sorted, Xero Practice Manager (XPM), Xero Ledger, and the Document Management System (DMS). Tax Sorted is a tax workpaper preparation and management platform ...

• Add, Remove and Preview Workpapers

  Introduction In Tax Sorted, manage and organise workpapers seamlessly to maintain accurate financial records. This guide offers a detailed walkthrough on how to add, preview, mark as complete, and remove workpapers within Tax Sorted, ensuring clarity ...