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 Import Contacts
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.