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

  1. Click your avatar in the top right hand corner

  2. Choose Networks & Imports

  3. From here, use the Import Wizard to upload your file.

For more information about this feature, please take a look at the following:

Nimble Import Wizard

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.

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