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How do I import my non-Xero clients into BOMA?
How do I import my non-Xero clients into BOMA?
George Coltart avatar
Written by George Coltart
Updated over a week ago

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.


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