How do I import contacts from Xero HQ?

  • From the Settings page, click on Linked Accounts. Connect BOMA to Xero HQ.

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

  • On your automatic return to BOMA it will confirm that you now have access to the Xero Content Library.

  • You can choose to sync your contacts from Xero HQ to BOMA, this is optional, if you wish to sync your contacts 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 added contacts.

  • The sync automatically runs every 24 hours.


Further Reading:

How do I sync my Xero HQ contacts?

How do I import my clients from Xero HQ?

How do I sync BOMA with Xero HQ if I don’t have the Xero HQ login?

How regularly does BOMA sync with Xero HQ?

How secure is my Xero Data when I sync BOMA and my Xero HQ account?


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