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Export a customer list from Xero

Export customer details from Xero so you can invite them to share feedback through betterbunch.

If you use Xero, you can export a list of customers and upload it to betterbunch to create multiple invitations at once.

Exporting your customers list from Xero 

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

  1. Log in to Xero.

  2. Click Contacts from the top menu and select Customers.

  3. Click Smart Lists from the top menu and open Paid Us (in the last year).

  4. Adjust the filters and add any conditions you need to capture the customers you want to invite.

    example_Xero_parameters
  5. Click Run Search, then tick Select all X customers.
  6. Click the Export button on the left of the list, and choose CSV. Save the file to your computer.
    example_Xero_export

Tip: If you're preparing a Past Customer Campaign, we suggest setting your filters to Payments of More than 0 In the last year 

Check the list in betterbunch

Xero exports can include extra columns or put a mobile number somewhere unexpected. You can tidy the details as part of the betterbunch upload:

  1. Go to Create invite > Bulk upload and upload the exported CSV file.
  2. In Review your customers, use the dropdowns to map the columns for First name, Email and Mobile number. Set unrelated columns to Ignore.
  3. Click a cell to correct details or move a mobile number into the column you have mapped for mobile numbers. Use the rubbish bin to remove anyone you do not want to invite.
  4. Click Continue with X customers. You can edit the message and send or schedule your invitations from the next screen.

See How to send invitations to a list of contacts for the full upload walkthrough.