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Last Updated: August 04 2020
If you have integrated your new simPRO build with your Xero accounting package and all of your contacts are set up in Xero, you can use the accounting link to perform an initial import of your Xero customers and suppliers into simPRO. Learn more in How to Set Up the Xero Accounting Link.
After you have performed an initial import, you need to create / edit all customer, supplier, and contractor card files in simPRO. Contacts created in Xero after completing an initial import will not transfer to simPRO.
If you have a Multi-company build and your companies do not have Shared accounts integration and setup, you need to do an initial import for each company.
You can also import payment transactions from Xero into simPRO. Learn more in Transfer payments.
You can only perform an initial import from Xero to simPRO once. To perform it again, you need to delete all customers and / or suppliers in simPRO. Contact simPRO Support for more information.
US only: If you use simPRO in the United States, the term 'vendor' is used instead of 'supplier'.
An initial import from Xero to simPRO only transfers customer or supplier contacts based on the transactions posted against them.
Xero contacts with no transactions do not import into simPRO.
You can manually create these card files in simPRO (see How to Create Customers / How to Create Suppliers), or export them from Xero to import into simPRO manually (see How to Import Customers / How to Import Suppliers).
A Xero contact with sales transactions posted against them import into simPRO as a customer card file.
simPRO creates sites for all customers being imported, and the site name is the address specified in Xero. If there is no address specified in Xero, the site name is the customer name.
A Xero contact with purchase transactions posted against them import into simPRO as a supplier card file.
For this reason, contractor contacts import into simPRO as suppliers.
|Sales and purchase invoices||
A Xero contact with both sales and purchase transactions posted against them import into simPRO twice as both a customer and a supplier.
When you run the accounting link, these two card files link to the same contact in Xero.
The following fields in Xero correspond with fields in simPRO:
|Physical Address||Used as the Street Address in simPRO.|
|Postal Address||Used as the Postal / Billing Address in simPRO.|
|Telephone||Used as the Primary Phone for individual customers, Company Phone for company customers, and Work Phone for suppliers.|
Used as Mobile for individual customers.
Not applicable for company customers and suppliers.
Used as Company Fax for company customers and Fax for suppliers.
Not applicable for individual customers.
|Used as the Email in simPRO.|
AU only: Used as ABN for company customers and suppliers.
Not used for individual customers.
The initial import does not import any archived cards or cards marked as inactive.
Customer cards in Xero that do not have a first and last name entered import into simPRO as companies in the initial import.
To import a customer contact as an individual customer in simPRO, you need to ensure their Contact Name is entered using the correct format, that is, 'Primary Person Last name, Primary Person First name.'
For example, if a customer's name was John Smith, enter 'John' for their Primary Person First name, 'Smith' for their Primary Person Last name, and 'Smith, John' for their Contact Name.
To perform an initial import:
- Go to Utilities > Xero > Initial Import.
- See How to Set Up the Xero Accounting Link if you have not yet connected to Xero.
- Click Import Customers / Suppliers.
Your customers / suppliers import in the background, so you can leave the Xero accounting link and use other features of simPRO in the meantime. To check the status of the import, return to Utilities > Xero > Initial Import.
When the import is complete, the Initial Import tab disappears. You can then check your customer and supplier card files in simPRO to ensure they have imported correctly.