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

To upload a CSV file containing new contacts to BOMA, click on Contacts in the menu.

Next, click on the CSV Import button and follow the onscreen instructions.

You can also download an example CSV file which contains the required field structure.

Once you've uploaded the CSV file successfully you can Tag the new contacts so you can find them in your contact database.

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


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 upload new contacts into BOMA?