Add or edit a customer (using Xero)
If you have connected TidyStock to your Xero account, adding your Customers couldnt be easier. To bring your Xero customers across to TidyStock, go to Global settings > Customers , use the Import from Xero link:
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You will be provided with the option to import all your Xero customers, or you can select just those customers you want to have appear in TidyStock:
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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). The imported Customers will now appear in your Customer list.
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Edit a customer
If you want to edit a customer, you can simply click on the EDIT /4.png)
button to change the customer information in the fields requiring change.
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