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
Settingsmenu and click the
- Look for the
Xeroapp on the Integration page and click the
Connectbutton. This will redirect you to the Xero login page.
- Enter the valid
passwordand click the
- The consent screen will appear. Click the
Allow accessbutton on the consent screen and Xero will be connected with BoldSign successfully.
- From now on, any new contacts added in Xero will be automatically updated on the
My Contactspage in
BoldSignevery 24 hours.
- If you no longer wish to sync contacts between Xero and BoldSign, you can disconnect the integration by using the