In this module, learn how to add customers to your TidyStock account, using Xero. These are the individuals or companies who purchase stock from you.
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Download PDFStep 1.
Go to Customers under Global Settings.
On the right, select Import from Xero.
Step 2.
You will be shown an option to import all Xero customers, or a chosen subset to import into TidyEnterprise.
Make your selection (or simply leave all your customers selected) and click Import. Once completed, you will receive confirmation of the names imported, and any contacts that were not (due to a duplicate name for example). Imported customers will now appear in your Customer list.
Step 3.
To edit a customer, simply click the edit icon and follow the steps above to change customer information. If you want to delete a customer, uncheck the tick icon, and click the bin icon.
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