Add contacts to a contact group

Add contacts to a group you've already created, or a group you'll create as you go. You can add contacts to multiple contact groups.

You can't add contacts to the Customers or Suppliers group already created for you. This is because Xero classifies contacts as customers or suppliers automatically once you've entered a sales invoice, bill or credit note transaction for them.

Add contacts to a group already created

  1. In the Contacts menu, select All Contacts.
  2. Select the checkboxes next to the contacts you want to add to the group.
  3. Click Options, then select Add to Group.

    Image of contacts selected, the Options and Add to Group options.

  4. Select the checkbox of the group you want to add the contacts to.
  5. Click Add.

Add contacts to a group not created

  1. In the Contacts menu, select All Contacts.
  2. Select the checkboxes next to the contacts you want to add to the group.
  3. Click Options, then select Add to Group.
  4. Click Add to a new group.

    Image of the Add to a new contact group link.

  5. Name your contact group.
  6. Click Save.
  7. Click Add.