Add or edit a customer (using Xero)
If you have connected TidyEnterprise to your Xero account, adding your Customers could not be easier. To bring your Xero customers across to TidyEnterprise, go to GLOBAL SETTINGS > CUSTOMERS, click Import from Xero.
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You will be shown an option to import all Xero customers, or a chosen subset to import into TidyEnterprise:
Make your selection (or simply leave all your customers selected) and click Import. Once completed, you will receive confirmation of the names imported, and any contacts that were not (due to a duplicate name for example). Imported customers will now appear in your Customer list.
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Edit a customer
To edit a customer, simply click and follow the steps above to change customer information. If you want to delete a customer, uncheck the tick icon, and click the bin icon.
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