Exporting your contacts from Xero via CSV and importing them to Nimble is very simple. Just take the steps below:
Step 1: In the Contacts menu, select the group of contacts you want to export. For example, to export contacts you've created sales invoices and sales credit notes for, click Customers.
Step 2: Click Export.
Your contacts will download as a CSV file to your computer.
Import to Nimble
Click your avatar in the top right hand corner
Choose Networks & Imports
From here, use the Import Wizard to upload your file.
For more information about this feature, please take a look at the following:
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.