Import contacts

There is no spreadsheet upload for clients and contacts in the app at the moment. Here are the ways to bring your existing customers in.

From Xero, as you go

If your organisation uses Xero, you don't need to copy contacts across in advance.

1. Connect Xero (an admin does this once). See Connect Xero.
2. In the quote editor's Prepared for box, type at least two letters of a name or email.
3. Results marked In Xero come from your Xero organisation. Pick one.

Quoterium creates the contact (and, when the Xero contact is a company, the client) and links it to the Xero record, so later invoices go to the right Xero contact. If a matching record already exists it is reused. The same search works in the Add another recipient… box on a quote.

Adding people by hand

For a handful of customers, adding them directly is quickest: see Add and edit clients and Add and edit contacts. You can also create a contact and their company on the spot from the quote editor with + New contact.

Moving a larger list

If you are moving from another system and have a large export of customers (and perhaps past quotes), contact support and tell us what you have. We'll let you know what we can bring across for you.

What about library items?

Price and text items do have a CSV import and export. See Import and export library items.