Importing Clients From Xero

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.

add-clients-from-xero

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Step 2: Click on Allow access.

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.

select-and-add-clients

Step 5: Once imported, the clients will appear on your Client List page. 

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.

export-client-list-to-excel

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.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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