Move a contact from one contact group to another

Here's how to move a contact from one contact group to another.

You can't move contacts into the Customers or Suppliers group already created for you. This is because Xero classifies contacts as customers or suppliers automatically once you've entered an invoice, bill or credit note transaction for them.
  1. In the Contacts menu under Groups, select the group your contact belongs to.
  2. Select the checkbox next to the contact you want to move.
  3. Click Options, then select Move.

    Image of a contact group and the Options and Move option.

  4. Select the checkbox of the group you want to move your contact to.
  5. Click Move.