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Linking Owners & Suppliers to Xero
Linking Owners & Suppliers to Xero

How to link owners and suppliers to Xero contacts

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

Linking a New Contact

  • Go to People and Firms

  • Click Add person on the right hand side of the screen

  • Select Owner as the role

  • Enter the required details

  • Under Linking section, select the Xero dropdown menu

  • Select Import into Xero to copy the person in Xero

  • Alternatively, you can select the person from the list to link (e.g. if the person already exists in Xero)

Linking Existing Contacts

  • Go to People and Firms

  • Select Xero Linking as the view

  • Hover over a person and click the Xero Contact column dropdown menu

  • Select the Xero contact to link the person with

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