Articles in this section
Category / Section

How to import contacts from Xero to BoldSign?

1 min read

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.

integration page

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

log in xero page

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

allow access

  • From now on, any new contacts added in Xero will be automatically updated on the My Contacts page in BoldSign every 24 hours.
  • If you no longer wish to sync contacts between Xero and BoldSign, you can disconnect the integration by using the Disconnect button.

xero disconnect option

Was this article useful?
Help us improve this page
Please provide feedback or comments
Access denied
Access denied