How do I upload new contacts into BOMA?

If you have synced BOMA with Xero HQ these contacts will update automatically.

You can add you non-Xero HQ clients individually or upload a list using a CSV file upload.

1. On the Contacts page, click on the button Import CSV.

2. Select New Import.

3. Follow the guidelines or view an example file.

Further Reading:

Updating contacts in BOMA

Changing a contact's email address

How to add contact/s that have unsubscribed from your BOMA database

Wolters Kluwer iFirm - How to export contacts to import into BOMA

GDPR in BOMA

How do I export my contacts?

How do I delete a contact?

How do I find a contact?

What is a tag and how do I use them in BOMA?

How do I add a Tag to my contacts?

How do I edit a Contact?

How do I upload a CSV file with new contacts into BOMA?

How do I import my non-Xero clients into BOMA?