How to import contacts from Xero to BoldSign?

You can import your Xero contacts into BoldSign to streamline your signature workflows. This integration eliminates the need for manual data entry and ensures that your contact information is up to date.

Follow the steps below to import contacts from Xero:

• Go to the Settings menu and click the Integration option.
• Look for the Xero app on the Integration page and click the Connect button. This will redirect you to the Xero login page.

• Enter the valid Email ID and password and click the Log in button.

• The consent screen will appear. Click the Allow access button on the consent screen and Xero will be connected with BoldSign successfully.

• After a successful connection, all valid existing contacts from Xero are automatically imported into My Contacts page in BoldSign.
• Any contacts that are added, updated, or archived in Xero will be reflected on BoldSign.
• Using the View Details option, you can see the BoldSign user who connected Xero along with the connected Xero tenant name.

• If your BoldSign organization has multiple users, you can easily identify who connected Xero to BoldSign.

• If you no longer wish to sync contacts between Xero and BoldSign, you can disconnect the integration by using the Disconnect button.