Manually sending invitations
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      Export a customer list from Xero

      Learn how to export a list of recent customers from Xero

      Users can send multiple invitations at once by uploading a list of contacts to betterbunch. 

      Exporting a list of customers from Xero 

      To export a list of customers from Xero, follow the steps below. 

      1. Login to your Xero account.

      2. Click Contacts located on the top menu and select Customers from the dropdown.

      3. Click Smart Lists from the top menu and open Paid Us (in the last year) from the dropdown.
      4. Adjust the filters to your preferred parameters and add any desired conditions.
        example_Xero_parameters
      5. Select Run Search.
      6. Tick the box to Select all X customers.
      7. Click the Export button on the left of the list, and choose to export as a CSV to save the file to your computer download folder.
        example_Xero_export

      Tip: If you are exporting your customer list to run a Retrospection Campaign, we suggest setting your filters to Payments of More than 0 In the last year 

      Caution: Data exported from Xero may not always be well-organised. We recommend that you clean and format your CSV file before uploading it to betterbunch for sending bulk invitations.