Contact account numbers

Add account numbers to your contact records either manually or by importing a CSV file.

About contact account numbers

Contact account numbers help to identify and search for your customers and suppliers.

  • Choose contact account numbers that suit your organisation. For example, registration, membership or identification references.
  • You can use a combination of letters and numbers. For example, if you have a customer called ABC Furniture Inc, you might like to give them the account number ABC-100.

Manually add contact account numbers

Manually add the account number to each contact. Use this method if you have only a few contacts or you can't import a CSV file.

  1. In the Contacts menu, select All Contacts.
  2. Click on the name of the contact you want to update.
  3. Click Edit.
  4. Click Add Account Number and enter the number in the Account Number field.

    Image showing the 'Add Account Number' field.

  5. Click Save.

Import a CSV file of contact account numbers

If you have many contacts, importing a CSV file is a quicker way to update your contact records.

  1. In the Contacts menu, select All Contacts.
  2. Click Export.
  3. Open the CSV file that Xero downloads to your computer.
  4. In the AccountNumber column, enter your contacts' account numbers. Each contact number should be unique with fewer than 50 characters.

    Image showing the 'AccountNumber' column.

  5. (Recommended) Delete all columns except for Name and AccountNumber. You should now have a file with just 2 columns and 2 column headings.

    Deleting these columns ensures your existing data stays the same. Sometimes Microsoft Excel automatically reformats some columns such as bank account numbers.

    Image showing empty columns in the CSV file.

  6. Save your file with .csv as the file extension. For example, Contactupdate.csv.
  7. In Xero, click Import.
  8. Click Browse and select your saved CSV file.
  9. Make sure Ignore empty fields is selected.

    Image shwoing the 'Ignore empty fields' option.

  10. Click Import.
  11. Click Complete Import.

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