All Collections
Xero HQ
How do I import my clients from Xero HQ?
How do I import my clients from Xero HQ?

Importing clients and contacts from Xero HQ to BOMA

George Coltart avatar
Written by George Coltart
Updated over a week ago

To import your Xero HQ clients you will need to connect to Xero HQ from the BOMA Settings/Linked Accounts page.

You'll be taken to Xero HQ to authenticate your account.

On your automatic return to BOMA you can now access Xero content in the BOMA Content library, and also choose to enable to sync your contacts in Xero HQ with BOMA. All you need to do is click the Enable contact sync button.

Depending on the number of contacts you have in Xero HQ this could take from a few seconds to several minutes.

On successful completion of your sync go to the Contacts page to view your newly imported contacts.

Note: If you complete an import and there are less contacts in BOMA than expected, there are 2 main reasons for this:

  1. BOMA will only import records with email addresses

  2. BOMA will not duplicate email addresses so if you have 2 records with one email address, they will only be imported once

Further Reading:

Did this answer your question?