Add a new contact in Projects

You can add a new contact in Projects when you add a new project. The new person or organization will be added to your contacts in Xero.

You can only activate Xero Projects through your accountant or bookkeeper. If you need an advisor, see our Xero advisor directory (xero.com).

About adding a new contact in Projects

  • After you add the contact, you can update their details through the Contacts menu in Xero.
  • You need to enter a unique company name for each contact you add.

Add a new contact to a project

  1. In the Projects menu, select All projects.

  2. Click New project.

  3. Under Contact, click the Search contacts field.

  4. Click Add new contact.

    Image of Add new contact button.

  5. Enter the contact's details, then click Save contact.

    Image of save project button

The contact is created in Xero once you click Save contact, even if you don't save the new project. Once created, you can manage contacts, and add or update a contact's details through the Contacts menu in Xero.

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